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Indiana Trust Wealth Management Adds Advisors to Wealth Management Team
February 26, 2019
Indiana Trust Wealth Management Adds Advisors to Wealth Management Team
February 22, 2019
Mishawaka, Indiana
Indiana Trust Wealth Management President & CEO, David R. Kibbe, JD, announced the addition of three Wealth Advisors to the Indiana Trust Wealth Management advisory team. “We’re excited to announce the addition of three wealth advisors who have joined Indiana Trust with decades of expertise in wealth management strategies. Sue Cybulski, Jay Gosselin, and Andrea Soule are well-respected, trusted financial professionals and we are thrilled they have chosen Indiana Trust Wealth Management.”
Susan Cybulski, CTFA, CRC®, Certified Senior Advisor®
Vice President and Wealth Advisor
Sue Cybulski joined Indiana Trust Wealth Management in January 2019, appointed as Vice President and Wealth Advisor, after more than 40 years of service with a regional bank.
As a Wealth Advisor, Sue assists clients with estate and financial planning strategies, drawing from her extensive experience administering personal trusts, investment agencies, and guardianships, and settling estates. One of Sue’s strengths is building personal relationships with each of the individuals and families she works with, to better understand their circumstances and coordinate appropriate solutions to meet their needs.
After obtaining the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers and the Certified Retirement Counselor (CRC®) designation from the International Foundation for Retirement Education, Sue went on to obtain the Certified Senior Advisor® (CSA) certification, from the Society of Certified Senior Advisors.
Sue may be reached at scybulski@indtrust.com.
Jay S. Gosselin, QKA
Wealth Advisor, Retirement Plan SpecialistJay Gosselin joined Indiana Trust Wealth Management in January 2019, as a Wealth Advisor and Retirement Plan Specialist, with more than 20 years of experience in 401(k) Administration, Trust Accounting, Corporate Finance, and Cash Management.
In his role as a Wealth Advisor and Retirement Plan Specialist, Jay works with employers in all aspects of administering their retirement plans, including providing participants with investment and retirement planning advice. Jay also works with individual clients ensuring that their goals and needs are met.
After obtaining his Bachelor of Arts degree in Economics from Wesleyan University in Middletown, Connecticut, Jay went on to attain a Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).
Jay may be reached at jgosselin@indtrust.com.
Andrea Soule, CTFA
Wealth AdvisorAndrea Soule joined Indiana Trust Wealth Management in June of 2018, where she focuses on Employee Benefit plans and Personal Trust accounts, working closely with clients to achieve their wealth management goals.
Andrea brings with her more than sixteen years of experience with a regional bank, where she focused on building client relationships across both the wealth management and retail lines of business, including Retirement Plan Services and Personal Trust.
After receiving her Bachelor of Science degree in Business Management and Administration from Indiana University South Bend, Andrea went on to obtain the Certified Trust and Financial Advisor (CTFA) designation, from the Institute of Certified Bankers.
Andrea may be reached at asoule@indtrust.com.
Contact:
Tammera Wine, Client & Community Relations Coordinator
twine@indtrust.com, (574) 300-8974
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