Putting
people first.
Get to know our leadership team
Leadership at the Fort Wayne office is dedicated to doing good for our clients, employees and community.
Legacies are rooted in financial security. Achieving it requires good decisions, grit, and oftentimes sacrifice. We help families in the agricultural business to grow, preserve, and transition land and wealth to future generations. Together, we’ll cultivate a holistic, needs-based financial plan that aligns...
Legacies are rooted in financial security. Achieving it requires good decisions, grit, and oftentimes sacrifice. We help families in the agricultural business to grow, preserve, and transition land and wealth to future generations. Together, we’ll cultivate a holistic, needs-based financial plan that aligns goals with actions for today and tomorrow.
Ashley Stockwell
Director of Development
Onnalee Hill
Director of Talent Strategy
Our team takes a listen first approach to work with you to design and deliver your financial plan. Those who find our work most relevant fall into 2 camps: Camp 1 is professionals typically 35-45yo. Often dentists own their practice, corporate executive management/sales. Camp 2 often will be folks within...
Our team takes a listen first approach to work with you to design and deliver your financial plan. Those who find our work most relevant fall into 2 camps: Camp 1 is professionals typically 35-45yo. Often dentists own their practice, corporate executive management/sales. Camp 2 often will be folks within 10 years of retirement. We look forward to being a resource.
