Broker Check

2025 Edison Road - Suite A
South Bend, IN  46637


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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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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As a Financial Consultant, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your...

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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...

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