- Retirement Planning
- Trust Services
- Financial Planning
- Escrow Agent Services
- Education Planning
- 1031 Exchange Services
- Estate Planning
- Investment Management
Kate's Bio
Our experienced Wealth Management team can provide you with personalized financial solutions designed to help you achieve your goals and dreams while protecting what’s most important to you.
Erika Dornseif, CTFA
Erika's Bio
Matt Lewis, J.D.
VP, Senior Trust Officer
140 E. Carmel Drive
Carmel, IN 46032
317-566-7380
317-566-7380
Matt's Bio
Rachael Rice
Rachael's Bio
Tim Annee
Tim's Bio
Medina Habibic
Medina's Bio
Alison Silvey, CTFA
Trust Administrator
140 E. Carmel Drive
Alison's Bio
Terri Flanigan, CSOP
Terri's Bio
Scott Freeman, CFA
Chief Investment Officer
215 W Main St
Fort Wayne, IN 46802
260-428-7071
260-428-7071
Scott's Bio
● Not FDIC insured ● Not guaranteed by the bank ● Not a deposit ● Not insured by any federal government agency ● May go down in value