Wealth Management Team & Services



  • Retirement Planning
  • Trust Services
  • Financial Planning
  • Escrow Agent Services
  • Education Planning
  • 1031 Exchange Services
  • Estate Planning
  • Investment Management

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.





Matt Lewis, J.D.

VP, Senior Trust Officer
140 E. Carmel Drive
CarmelIN 46032
(317) 566-7380

Rachael Rice

Senior Trust Officer
215 W Main St
Fort Wayne, IN 46802
(260) 428-7033

Tim Annee

Senior Investment Officer
140 E. Carmel Drive
CarmelIN 46032
(317) 816-2949

Medina Habibic

Investment Officer
215 W Main St
Fort Wayne, IN 46802
(260) 467-5577




A person in front of a background

Terri Flanigan, CSOP

AVP, Trust Operations Manager
215 W Main St
Fort Wayne, IN 46802
(260) 479-2625




A person in front of a background.

Jeff Coil

Senior Institutional Investment Officer
215 W Main Street
Fort Wayne, IN 46802
(260) 467-5578
Email Jeff































































● Not FDIC insured ● Not guaranteed by the bank ● Not a deposit ● Not insured by any federal government agency ● May go down in value