Shawn Worman, MBA
Principal/Wealth Advisor
Principal and Wealth Advisor
812-831-3312
I was born and raised in Posey County, Indiana. I graduated from New Harmony High School where I met my high school sweetheart and wife. We have been happily married since 1988. I currently reside on the far Westside of Evansville, but...
Blayne Worman
Wealth Advisor
812-831-3312
I was born in Tucson, Arizona but raised in New Harmony, Indiana. I attended New Harmony K-12 where I participated in soccer, basketball and baseball. I graduated from New Harmony in 2011 shortly before its doors were closed for good...
Thomas Combs
Tax Preparer BSA
Tiffany Jarvis
Tax Advisor
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
