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...
Michael provides investment consulting services for retirement planning, college funding, tax minimization service, and IRA rollovers. Michael began his career in insurance and investments in 2004 after 15 years in engineering. He...
Mirnes provides and assists in many aspects of a person’s financial plan including retirement planning, investing, insurance, and more. Mirnes’s mission is to help clients realize their potential and set them on their way...
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...
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...
I provide banking and Investment guidance to my clients by taking time to understand each of their needs and goals. I can assist in many aspects of a person or entity’s financial plan including financing, investing, retirement...
Anita joined the Private Member Group in November of 2018 and provides concierge level Private Banking services to our clients. She earned her Bachelor of Science in Business Administration and Associate's in Banking and Finance from...
