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Our Private Wealth Advisors Team

Our team creates custom plans for a secure financial future

You’ve worked hard to build a life you can be proud of, and our team of Private Wealth Advisors is here to ensure your legacy lives on. We work together to carefully understand your unique financial situation and craft strategies and solutions that fit your individual needs.

By working with First Merchants, you gain access to a network of attentive financial advisors with your best interest in mind.

Our Services

  • Financial Planning: We offer a holistic view of your assets and liabilities, forward-looking projections and “what if” scenarios to ensure peace of mind
  • Investment Management: We offer unbiased and diversified equity and fixed income portfolio management and create investment policy statements tailored to your unique goals.
  • Personal Trust and Estate Planning: Our team ensures your hard-earned legacy will last by working alongside your family and handling generational and/or charitable trust administration. Our approach offers privacy and flexibility for every party involved.
  • Private Banking: Enjoy innovative lending solutions personalized to your borrowing needs. We help you manage your accounts, including portfolio lines of credit, mortgage, home equity loans and car loans. Keep all your banking in one convenient place.
  • Retirement Planning: First Merchants offers multiple retirement plan solutions. We’re with you every step of the way to help you design a custom plan, review your investment performance, plan for distributions and offer ongoing support.

Contact Us About Private Wealth Management


Meet our Private Wealth Team:

First Merchants PWA Kevin-Besore

Kevin Besore


Contact Kevin

Vice President - Portfolio Manager



PWA-Sherri-Chaney-Photo

Sherri Chaney


Contact Sherri

Vice President - Senior Wealth Manager



First Merchants PWA Michelle-Herald

Michele Herald


Contact Michele

Vice President - Wealth Manager



First Merchants PWA Becky-Hillyard

Becky Hillyard


Contact Becky

Vice President - Senior Wealth Manager



First Merchants PWA Cory-Lautzenhiser

Cory Lautzenhiser


Contact Cory

Associate Wealth Manager



PWA-Travis-McEowen-Photo

Travis McEowen


Contact Travis

Vice President - Portfolio Manager



First Merchants PWA John-McMahon

John McMahon


Contact John

Vice President - Retirement Planning Services Advisor



First Merchants PWA Jerry-Wood

Jerry Wood


Contact Jerry

Vice President - Senior Private Banker



PWA-David-Brechbuhl-Photo

David Brechbuhl


Contact David

Director, Client Development



PWA-Abby-Carroll-Photo

Abby Carroll


Contact Abby

Private Banker



PWA-Mark-Daugherty-Photo

Mike Daugherty


Contact Mike

Senior Wealth Advisor



PWA-Darlisa-Davis-Photo

Darlisa Davis


Contact Darlisa

Senior Private Banker



PWA-Jamie-Engle-Photo

Jamie Engle


Contact Jamie

Regional Sales Manager**



PWA-Brett-Fisher-Photo

Brett Fisher


Contact Brett

Director, First Merchants Investment Services**



PWA-Michael-Joyce-Photo

Michael Joyce


Contact Michael

President



PWA-Nancy-Leming-Photo

Nancy Leming


Contact Nancy

Director, Private Banking




Marcos Nogués


Contact Marcos

Chief Investment Officer



PWA-David-Pfeiffer-Photo

David Pfeiffer


Contact David

Equity Strategist



PWA-Brad-Reynolds-Photo

Brad Reynolds


Contact Brad

Director, Digital Strategy



First-Merchants-PWA-Kevin-Brusinski

Kevin Brusinski


Contact Kevin

Senior Private Banker



First-Merchants-PWA-Kevin-Gentner

Kevin Gentner


Contact Kevin

Wealth Advisor



First-Merchants-PWA-Stephen-Goodman

Stephen Goodman


Contact Stephen

Portfolio Manager



First-Merchants-PWA-Michael-Murphy

Michael Murphy


Contact Michael

Wealth Manager



First-Merchants-PWA-Kassie-Nipper

Kassie Nipper


Contact Kassie

Wealth Manager



First-Merchants-PWA-Deric-Righter

Deric Righter


Contact Deric

Regional Wealth Manager



First-Merchants-PWA-Lee-Shirley

Lee Shirley


Contact Lee

Portfolio Manager



First-Merchants-PWA-Michael-Tomaw

Michael Tomaw


Contact Michael

Senior Wealth Manager



First-Merchants-PWA-Andy-Weisenburger

Andy Weisenburger


Contact Andy

Senior Wealth Manager



First-Merchants-PWA-Ryan-Avila

Ryan Avila


Contact Ryan

Portfolio Manager



First-Merchants-PWA-Brennan-Brown

Brennan Brown


Contact Brennan

Wealth Manager



First-Merchants-PWA-Nicole-Cox

Nicole Cox


Contact Nicole

Wealth Manager



First-Merchants-PWA-Summer-Gibson

Summer Gibson


Contact Summer

Wealth Manager



First-Merchants-PWA-Eva-Kreps

Eva Kreps


Contact Eva

Retirement Plan Advisor



First-Merchants-PWA-Suzanne-Small

Suzanne Small


Contact Suzanne

Senior Wealth Manager



PWA-Erin-Sylvester-Photo

Erin Sylvester


Contact Erin

Managing Director, Client Services and Support



First-Merchants-PWA-Stacy-Terhune

Stacy Terhune


Contact Stacy

Portfolio Manager



First-Merchants-PWA-Kelly-Blieden

Kelly Blieden


Contact Kelly

Private Banker



First-Merchants-PWA-James-Hart

James Hart


Contact James

Wealth Advisor



PWA-Anna-Little-Photo

Anna Little


Contact Anna

Wealth Manager



First-Merchants-PWA-Robert-Norman

Robert Norman


Contact Robert

Associate Wealth Manager



PWA-Lisa-Higginbotham-Photo

Lisa Higginbotham


Contact Lisa

Private Banker



First Merchants PWA Matthew-Schaeufele

Matthew Schaeufele


Contact Matthew

Associate Wealth Manager



PWA-Daniel-Schwegman-Photo

Daniel Schwegman


Contact Daniel

Wealth Advisor



PWA-Max-Widmer-Photo

Max Widmer


Contact Max

Portfolio Manager



 

A team you can trust

Why is having a trustworthy financial team so important to meeting your goals? Your financial ambitions are unique and dynamic, and you need a team to match. We employ a group of wealth advisors and managers alongside private bankers and portfolio managers to work with outside partners from the tax, accounting and legal fields. We also prioritize the inclusion of your family and business relationships in the decision-making process, so all parties remain on the same page.

We’re in this together.

We partner with individuals, families and organizations to provide comprehensive solutions and personal services. Here's how we do it:

  • Powerful Local Resources: We offer broad advisory capabilities through engaged and empowered leaders.
  • Comprehensive and Coordinated Approach: We surround our clients with a team of experts ready to deliver financial solutions focused on long-term success.
  • Standard of Excellence: We build powerful, intergenerational relationships by delivering proactive service and advocating for our clients.

 

PWA Leadership Team Collage Photo

 

A financial plan as unique as your goals

You can expect clear, custom solutions when you engage our private wealth team in your financial planning. First, we assess your current situation by reviewing your portfolio and estate plan. Then we can evaluate your short- and long-term goals. We consider the tax impact of your goals and how to best manage and transfer assets. From there, we can review and implement a strategy with well-defined recommendations.

Because you have access to a full team of banking professionals, we will always have someone available to address your needs. This approach provides access to the most experienced and attentive specialists. With First Merchants private wealth professionals on your side, you can have full confidence that your financial dreams are secure for generations to come.