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
57

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  • United States Of America
    57

Indiana Trust Wealth Management's Leadership

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    G. J.
    Vice President Trust Officer
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    J. H.
    Vice President And Wealth Advisor
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    S. C.
    Vice President And Wealth Advisor
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    M. A.
    Vice President, Wealth Advisor
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    T. J.
    Senior Vice President
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    V. R.
    Controller
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    D. T.
    Office Manager & Receptionist
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  • Stylized image of a person
    H. R.
    Wealth Advisor
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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 Info
Location
Last Update
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    G. J.
    Vice President Trust Officer
    Phone icon
    Mar 13, 2025
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    J. H.
    Vice President And Wealth Advisor
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    Oct 17, 2024
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    M. A.
    Vice President, Wealth Advisor
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    Oct 23, 2024
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    S. C.
    Vice President And Wealth Advisor
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    May 12, 2025
  • Stylized image of a person
    T. J.
    Senior Vice President
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    Oct 18, 2024
  • Stylized image of a person
    V. R.
    Controller
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    May 17, 2024
  • Stylized image of a person
    D. T.
    Office Manager & Receptionist
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    Oct 18, 2024
  • Stylized image of a person
    H. R.
    Wealth Advisor
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    Mar 25, 2026
  • Stylized image of a person
    J. M. B.
    Administrative Associate
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    United States
    Sep 10, 2025
  • Stylized image of a person
    P. P.
    Operations Specialist
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    Dec 31, 2025

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. The company's main headquarters is located in 4045 Edison Lakes Parkway Suite 100 Mishawaka, Indiana 46545 United States; 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 June 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 June 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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