CALIFORNIA CONSUMER - Key Persons
Wealth Advisor, Andy Ellermann, CRPC®, is committed to helping you pursue your financial objectives. As your goals change over time, Andy will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today at 608-720-3118 or Angela.Sergent@onbinvestments.com. To set up an appointment or for general service and support, contact Wealth Sales Assistant Kim Barfknecht at (608) 237-9728 or Kim.Barfknecht@onbinvestments.com.
Job Titles:
- Certified Retirement Counselor
Job Titles:
- Gregg 's Wealth Sales Assistant
Wealth Advisor, Arium Pollock, is committed to helping you pursue your financial objectives. As your goals change over time, Arium and the Old National Investment Strategies Team will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Job Titles:
- Andy 's Wealth Sales Assistant
- John 's Wealth Sales Assistant
Job Titles:
- Gidget 's Wealth Sales Assistant
Wealth Advisor, Barry Minsker, CFP® is dedicated to helping you feel empowered about your financial future. As your goals change over time, Barry will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your goals.
Barry brings over 20 years of experience to his clients in the Eagan, St. Paul Park, and Woodbury area. He is a graduate of Grove City College with a bachelor's degree in Business Administration and completed course studies in 2018 at Northwestern University Kellogg School of Management.
As a long-time resident of Eagan, Barry is dedicated to supporting the community as a charter member of the Eagan Kick-Start Rotary Club, past chair of the Eagan Foundation and past board member of Eagan Traveling Basketball.
Outside of work Barry enjoys golf, travel, MN Gopher Football, and spending time with his family including; wife Jennifer, children Max and Olivia, and dog Lila.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact Barry today at (612) 656-3458 or Barry.Minsker@onbinvestments.com.
Wealth Advisor, Bart Emig, CFP®, CPA, is committed to helping you pursue your financial objectives. As your goals change over time, Bart will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Bart serves the Evansville area with over 20 years of experience, including 12 years with Old National Investments. He received two bachelor's degrees, one in Business Administration and one in Accounting, both from the University of Evansville.
A native of Evansville, he enjoys spending time with his family and running.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact Bart today at (812) 461-9066 or Bart.Emig@onbinvestments.com.
Wealth Advisor Bill Jones, CFP® is committed to helping you pursue your financial objectives. As your goals change over time, Bill will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Serving Muhlenberg County, Kentucky, Bill has over 34 years of experience - 17 of those with Old National Investments. He received a bachelor's degree in Business Administration from Western Kentucky University and is an avid golfer.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact Bill today at (270) 338-1027 or Bill.Jones@onbinvestments.com.
Job Titles:
- Wealth Advisory Executive, SVP
Brenda focuses her practice on helping individuals plan for a better future, sending children to college, comfortable retirement and equipping the next generation. All are part of what she finds to be an incredibly rewarding career. Brenda uses her passion for people, and the financial decisions that empower them, to help them work towards their lifelong goals.
Brenda is a graduate of Siena Heights University and has worked in the financial services industry since 2003. She gives back to her community as a member, and active volunteer, in Ann Arbor Rotary.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact Brenda today at (734) 887-2669 or Brenda.Henning@onbinvestments.com.
Wealth Advisor, Chelsea Paddock, AAMS® is committed to helping you pursue your financial objectives. As your goals change over time, Chelsea and the Old National Investment Strategies Team will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Wealth Advisor Chris Nelson is committed to helping you pursue your financial objectives. As your goals change over time, Chris will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Chris helps families figure out what they need to work towards being financially secure. Being "secure" can mean different things for different people with goals ranging from saving and spending to asset management to final legacy. Chris spends as much time with his clients as they need to help them feel confident in their new direction then walks with them through their financial life.
Chris has a Bachelor of Arts degree in Economics from St. Olaf College in Northfield, Minnesota. He was securities registered in 1993 and has been serving the Chaska community since 1996. Stability in his position is very important because it helps clients know Chris will be there for the journey ahead.
Chris has enjoyed being involved in various service clubs and non-profits over the years including Christmas in May in Chaska, The Minnesota Community Foundation and serving on various church councils. Chris and his wife, Maren, have two daughters and they all enjoy travel adventures and Minnesota outdoors.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact Chris' sales assistant, Barb Moran, at (612) 486-0826 or Barb.Moran@onbinvestments.com to schedule an appointment with Chris.
Wealth Advisor, Craig Hutton is committed to helping you pursue your financial objectives. As your goals change over time, Craig will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Wealth Advisor, Daniel P. Devine, CFP®, is committed to helping you pursue your financial objectives. As your goals change over time, Daniel will monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Wealth Advisor, Erich W. Raasch, is committed to helping you pursue your financial objectives. As your goals change over time, Erich will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Serving Bloomington and Greencastle, Erich has over 31 years of experience, including twelve years with Old National Investments. He has a bachelor's degree in Finance and Marketing from the University of South Carolina.
Erich is actively involved in the community with Life Designs, Tiny Warriors and Taste of Bloomington. He is an avid golfer who also enjoys horses, football, basketball and baseball.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact Erich today at (812) 349-6036 or Erich.Raasch@onbinvestments.com.
Wealth Advisor Evan Lunsford is committed to helping you pursue your financial objectives. As your goals change over time, Evan will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Wealth Advisor Gary Shelton is committed to helping you pursue your financial objectives. As your goals change over time, Gary will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Gary has more than 30 years of experience with Old National Investments and serves clients in the Evansville area. He has a bachelor's degree from Indiana University
He is actively involved in the community with the Evansville Business Development Association, United Way and Wabash Valley Family Sportscenter.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact Gary today at (812) 474-2092 or Gary.Shelton@onbinvestments.com.
Wealth Advisor, Gidget M. Rowe, is committed to helping you pursue your financial objectives. As your goals change over time, Gidget will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Since 2007, Gidget has been serving the Old National Investments clients of the counties of Lenawee, Washtenaw, Monroe and Livingston. She has a bachelor's degree in Business Administration. Gidget received the Bank Investment Consultant Top 100 award* for her productivity in 2019 which is a result of her dedication to fostering personal relationships with her clients beyond portfolio building and financial planning.
She is involved with Athena, Graze to Raise and Community Learning Connections of Tecumseh. A native of Lenawee County, she enjoys running, reading, playing golf and traveling with family.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact Gidget today at (517) 815-5040 or Gidget.Rowe@onbinvestments.com.
Job Titles:
- Gary 's Wealth Sales Assistant
Wealth Advisor Gregg Henning, CRPC® is committed to helping you pursue your financial objectives. As your goals change over time, Gregg will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Serving Stevens Point, Sun Prairie and De Forest communities, Gregg has been in the industry since 1999 and with Old National Investments since 2001. He received a bachelor's degree from the University of Wisconsin-Stevens Point.
Gregg enjoys assisting our communities with volunteer work for the Salvation Army and Veteran's causes/efforts. He is also a member of a Classic/Mustang Car Club, and enjoys golf, hockey and history.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact Gregg today at (608) 478-6237 or Gregg.Henning@onbinvestments.com.
Job Titles:
- Bart 's Wealth Sales Assistant
Wealth Advisor Jeffrey A. May is committed to helping you pursue your financial objectives. As your goals change over time, Jeff will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Job Titles:
- Evan 's Wealth Sales Assistant
Job Titles:
- Erich 's Wealth Sales Assistant
Wealth Advisor Joe Collins is committed to helping you pursue your financial objectives. As your goals change over time, Joe will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Serving Madisonville, Kentucky, Joe attended Western Kentucky University as an Economics/Psychology double major and now has over 30 years of experience - 26 of which have been with Old National Investments.
Joe is actively involved in the community, including with the Madisonville Lions Club, the Baptist Health Foundation (board member) and as a Phoenix Society for Burn Survivors volunteer. He enjoys horseback riding, camping and travel.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact Joe today at (270) 824-4116 or Joe.Collins@onbinvestments.com.
Wealth Advisor John P. Welp, is committed to helping you pursue your financial objectives. As your goals change over time, John will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
John has been in the financial services industry since 1993 and serves the Jasper and Ferdinand areas. He received an associate degree in Marketing from Vincennes University and a bachelor's degree in Marketing from the University of Southern Indiana.
He is actively involved in the community as a past Grand Knight and member of the Knights Of Columbus, and past president and board member of Columbian Home Association. John is also actively involved in the Jasper Kiwanis Club and is an assistant Scoutmaster for Troop 185 in Jasper. He enjoys Scouting, camping, fishing and golfing.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact John today at (812) 634-5280 or John.Welp@onbinvestments.com.
Wealth Advisor John Savoie is committed to helping you pursue your financial objectives. As your goals change over time, John will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
John received his securities registration in 1996 and is accredited through the American College as a Chartered Financial Consultant®. In addition, he has earned the CERTIFIED FINANCIAL PLANNER™ certification, which means he is trained to provide holistic and ethical financial planning in your best interests. He joins Old National Investments this year to serve the Waconia, St Bonifacius, Norwood Young America, Cologne and Buffalo markets.
John is a graduate of the University of St Thomas in St Paul, Minnesota with a Bachelor's degree in Business Administration and Management. He and his family are residents of Chaska since 2005 so he is familiar with the needs of the area. His hobbies include playing golf, skiing, biking and snowmobiling as well as supporting his community as a youth baseball coach.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact John today at 952-229-0547 or via email at John.Savoie@onbinvestments.com.
Wealth Advisor, KC Makela, is committed to helping you pursue your financial objectives. As your goals change over time, KC and the Old National Investment Strategies Team will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Job Titles:
- Daniel 's Wealth Sales Assistant
Job Titles:
- Jeffrey 's Wealth Sales Assistant
Job Titles:
- Barry 's Wealth Sales Assistant
Job Titles:
- Craig 's Wealth Sales Assistant
- Wealth Sales Assistant
Job Titles:
- Bill 's Wealth Sales Assistant
- Joe 's Wealth Sales Assistant
Job Titles:
- Jeffrey 's Wealth Sales Assistant