Let's Plan, vs. Hope
Sheila A Roesler
Wealth Management Advisor|CFP®, CLU®, ChFC®, CASL®, RICP®
My Dedicated Team of Support Professionals
Each of us are committed to providing exceptional guidance and responsive, personalized service.
If you'd like to schedule an appointment with Sheila or a Team member, request service, refer a friend or family member to us, or have a question about a policy or account, please don't hesitate to contact us.
Adrianne Skirvin
Director of Insurance Operations and Services
Adrianne joined the NM family in March, 2020, and Sheila's team in Feb. '23.
She previously supported newer reps with underwriting for new insurance coverage, maintaining client contact, & calendar management - as she continues to do for Sheila & her clients in supporting the insurance & annuity application and service processes.
Adrianne is happily married to husband, Jeff for 11 years; they've a houseful of cats they enjoy spoiling.
She enjoys her group of girlfriends, often meeting for a ladies-only dinner + an annual summer weekend in Nashville, IN.
The Skirvins enjoy tackling household projects, taking drives & feeding neighborhood wildlife.
Their huge, animated Halloween & Christmas displays are a highly-anticipated neighborhood event. as is family time around the holidays.
Adrianne holds IN Life, Health + Long-Term Care Insurance licenses, and welcomes new learning opportunities allowing her to more fully support you along your financial security journey.
Kevin C. Bomberger
Director of Investment Operations and Services
We guide & support your efforts to plan for your financial future by helping you clarify values, align actions with those values, & remove anxieties or barriers keeping many from assuredly, optimally achieving their desired future.
A Plan, Progress & Success along the way empower every next step - fostering confidence & peace of mind allowing you to more fully enjoy TODAY while knowing the FUTURE is well-provided for, no matter the circumstances.
Prior roles here at NM-Fishers as Advisor & support team member have since 2016, prepared me well to serve you alongside Sheila, whose team I joined in October, 2024.
I'm a Purdue grad, lifetime Indiana resident, enjoy cooking and am Insurance & Investment (FINRA Series 6)-licensed.
I help you open new accounts, guide money movement & related investment trading, and assure all Investment service matters are expertly attended to, while also offering planning & insurance support.
I look forward to meeting you!
Get to Know my Dedicated Network of Specialists
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
