Broker Check

111 West Edison Road
Mishawaka, IN 46545



Team

 
Bill provides investment consulting services for retirement planning, college funding, tax minimization service, and IRA rollovers. Bill grew up in Middlebury, Indiana, and has nearly 20 years of Investment and Insurance experience. He...

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Robb assists clients in all aspects of financial planning, including retirement, business, estate, charitable giving, asset allocation and risk management. He earned his Bachelor of Science from Indiana University in 1992 and has been...

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Briege has over 18 years of experience in retail banking. She was honored in 2011 with the Forty Under 40 award recognizing Michiana professionals who demonstrate career success and community engagement. Briege provides knowledge on...

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Becky Modlin

Administrative Assistant

574-400-4783

574-254-4407

Becky joined the Private Member Group in November of 2014. She specializes in customer service and resolving complex issues. Becky was born and raised Niles, Michigan; and graduated in 2013 from Saint Mary's College (Notre Dame, Indiana).

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Heather joined the Private Member Group in June 2016. She has 5 years experience in Credit Union Retail Banking. She was raised in Chesterton, IN, but moved to South Bend for more opportunities. She has earned her Bachelor of Liberal...

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Frank assists clients in all areas of financial planning, including insurance, college savings, retirement, business, estate, asset allocation and risk management. A native of Chicago, he earned his Bachelor of Science in Finance from...

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