- Retirement Planning
- Trust Services
- Financial Planning
- Escrow Agent Services
- Education Planning
- 1031 Exchange Services
- Estate Planning
- Investment Management
![A person in front of a background.](/assets/files/0K3q8Jtz/Kate-Miller.jpg)
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.
![A person in front of a background.](/assets/files/Qs8umrxl/Matt-Lewis.jpg)
Matt Lewis, J.D.
VP, Senior Trust Officer
140 E. Carmel Drive
Carmel, IN 46032
(317) 566-7380
(317) 566-7380
Matt's Bio
![A person in front of a background.](/assets/files/ioo6yzKz/Rachael-Rice.jpg)
Rachael Rice
Rachael's Bio
![A person in front of a background.](/assets/files/fm4XNpV8/Tim-Annee.jpg)
Tim Annee
Investment Officer
140 E. Carmel Drive
Carmel, IN 46032
(317) 816-2949Tim's Bio
![A person in front of a background.](/assets/files/EHDpoaR7/Medina-Habibic.jpg)
Medina Habibic
Investment Officer
215 W Main St
Fort Wayne, IN 46802
(260) 467-5577
(260) 467-5577
Medina's Bio
![A person in front of a background](/assets/files/XOrJSJBY/Terri-Flanigan-2024.jpg)
Terri Flanigan, CSOP
Terri's Bio
![a person in front of a background](/assets/files/lNvUlFHT/Scott-Freeman.jpg)
Scott Freeman, CFA
Chief Investment Officer
215 W Main St
Fort Wayne, IN 46802
(260) 428-7071
(260) 428-7071
Scott's Bio
![A person in front of a background.](/assets/content/6BkAm9zo/Jeff-Coil---Employee-Pick-2024.jpg)
Jeff Coil
Senior Investment Officer
215 W Main Street
215 W Main Street
Jeff'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