Indiana Trust Wealth Management logo

Indiana Trust Wealth Management Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Indiana Trust Wealth Management provides wealth management services for individuals and families, along with qualified retirement plan administration and services for nonprofit organizations and foundations. Its capabilities include investment management, financial planning, trust and estate administration, estate settlement, individual retirement planning, IRA rollovers, and employee benefit plan administration. Chartered in 1988 as the first independent trust company in Indiana, the firm manages about $2.5 billion in assets and operates from Mishawaka, with additional offices in Elkhart and Muncie. The company serves a client base that includes individuals, families, retirement plans, and nonprofit entities, offering guidance under a fiduciary standard and multigenerational stewardship. It has expanded its offerings to include Socially Responsible Investing and ESG portfolios, aligning investment strategies with environmental and social priorities.

Find Indiana Trust Wealth Management employees' phone numbers or email addresses

Indiana Trust Wealth Management Global Highlights

Location
Employees

North America
56

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  • United States Of America
    56

Indiana Trust Wealth Management's Leadership

  • Stylized image of a person
    G. J.
    Vice President Trust Officer
  • Stylized image of a person
    J. H.
    Vice President And Wealth Advisor
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    S. C.
    Vice President And Wealth Advisor
  • Stylized image of a person
    M. A.
    Vice President, Wealth Advisor
  • Stylized image of a person
    T. J.
    Senior Vice President
  • Stylized image of a person
    V. R.
    Controller
  • Stylized image of a person
    D. T.
    Office Manager & Receptionist
  • Stylized image of a person
    J. R.
    Staff Accountant

Indiana Trust Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Entrepreneurship
  • Information Technology
  • Other

Contact profiles from Indiana Trust Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    G. J.
    Vice President Trust Officer
    Mar 13, 2025
  • Stylized image of a person
    J. H.
    Vice President And Wealth Advisor
    Oct 17, 2024
  • Stylized image of a person
    M. A.
    Vice President, Wealth Advisor
    Oct 23, 2024
  • Stylized image of a person
    S. C.
    Vice President And Wealth Advisor
    May 12, 2025
  • Stylized image of a person
    T. J.
    Senior Vice President
    Oct 18, 2024
  • Stylized image of a person
    V. R.
    Controller
    May 17, 2024
  • Stylized image of a person
    D. T.
    Office Manager & Receptionist
    Oct 18, 2024
  • Stylized image of a person
    J. R.
    Staff Accountant
    Oct 23, 2024
  • Stylized image of a person
    H. R.
    Wealth Advisor
    Mar 25, 2026
  • Stylized image of a person
    P. P.
    Operations Specialist
    Jun 30, 2026

Frequently Asked Questions

What is Indiana Trust Wealth Management known for?

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Indiana Trust Wealth Management was founded in 1988 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Indiana Trust Wealth Management's company overview page for more information.

What is Indiana Trust Wealth Management's most common email format?

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Indiana Trust Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Indiana Trust Wealth Management email formats with LeadIQ.

How many employees does Indiana Trust Wealth Management have currently?

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Indiana Trust Wealth Management has approximately 47 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Indiana Trust Wealth Management's key employees and leadership?

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As of July 2026, Indiana Trust Wealth Management's key employees include:

  • Vice President Trust Officer: G. J.
  • Vice President And Wealth Advisor: J. H.
  • Vice President And Wealth Advisor: S. C.
  • Vice President, Wealth Advisor: M. A.
  • Senior Vice President: T. J.

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