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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


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


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


David Brechbuhl

Contact David

Director, Client Development


Abby Carroll

Contact Abby

Private Banker


Mike Daugherty

Contact Mike

Senior Wealth Advisor


Darlisa Davis

Contact Darlisa

Senior Private Banker


Jamie Engle

Contact Jamie

Regional Sales Manager**


Brett Fisher

Contact Brett

Director, First Merchants Investment Services**


Michael Joyce

Contact Michael



Nancy Leming

Contact Nancy

Director, Private Banking

Marcos Nogués

Contact Marcos

Chief Investment Officer


David Pfeiffer

Contact David

Equity Strategist


Brad Reynolds

Contact Brad

Director, Digital Strategy


Kevin Brusinski

Contact Kevin

Senior Private Banker


Kevin Gentner

Contact Kevin

Senior Wealth Advisor


Stephen Goodman

Contact Stephen

Portfolio Manager


Michael Murphy

Contact Michael

Wealth Manager


Kassie Nipper

Contact Kassie

Wealth Manager


Deric Righter

Contact Deric

Regional Wealth Manager


Lee Shirley

Contact Lee

Portfolio Manager


Michael Tomaw

Contact Michael

Senior Wealth Manager


Andy Weisenburger

Contact Andy

Senior Wealth Manager


Ryan Avila

Contact Ryan

Portfolio Manager


Brennan Brown

Contact Brennan

Wealth Manager


Nicole Cox

Contact Nicole

Wealth Manager


Summer Gibson

Contact Summer

Wealth Manager


Eva Kreps

Contact Eva

Retirement Plan Advisor


Suzanne Small

Contact Suzanne

Senior Wealth Manager


Erin Sylvester

Contact Erin

Managing Director, Client Services and Support


Stacy Terhune

Contact Stacy

Portfolio Manager


Kelly Blieden

Contact Kelly

Private Banker


James Hart

Contact James

Senior Wealth Advisor


Anna Little

Contact Anna

Wealth Manager


Robert Norman

Contact Robert

Associate Wealth Manager


Lisa Higginbotham

Contact Lisa

Private Banker

First Merchants PWA Matthew-Schaeufele

Matthew Schaeufele

Contact Matthew

Associate Wealth Manager


Daniel Schwegman

Contact Daniel

Wealth Advisor


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.