We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals and outside professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

As a Wealth Advisor, Darwin does not believe in managing assets. He believes in managing people. He starts by identifying your goals, objectives and risk tolerance.

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Shannan is a lifelong resident of Vincennes and a graduate of Lincoln High School and VincennesUniversity. She has two sons, Sam and Brett, and a dog and cat. Shannan volunteers her time as a CASAand was a past board member of the...

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