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THE LONG VIEW - TEAM STRENGTH

Team Strength

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.


When it comes to growing and protecting what you’ve built, you need access to a team who understands your goals, cares about your personal journey, and offers in-depth financial knowledge. That’s why First Merchants’ team approach ensures long-lasting relationships between your family and our group of professionals, so you always have access to the attention and expertise you deserve.

By working with First Merchants, you connect with a network of financial professionals with your best interest in mind. We work in conjunction with outside partners from the tax, accounting, and legal fields to protect what you built your life on. We also ensure your family and business relationships remain as engaged in the conversation as you desire and work to understand your evolving goals, allowing a dynamic financial strategy that grows and changes with you.

We understand each client’s financial needs are unique, and we are proud to create solutions together. With First Merchants Private Wealth professionals on your side, you can have full confidence your financial dreams are secure for generations to come.

 


 

TEAM STATEMENT

We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging.

PWA-Terry-Blaker-Photo

TERRY BLAKER
Director, Investment & Portfolio Management

Contact Terry


PWA-LongView2023-Kelly-Blieden

KELLY BLIEDEN
Private Banker

Contact Kelly


PWA-David-Brechbuhl-Photo

DAVID BRECHBUHL
Director, Client Development

Contact David


PWA-Abby-Carroll-Photo

ABBY CARROLL
Private Banker

Contact Abby


PWA-Sherri-Chaney-Photo

SHERRI CHANEY
Wealth Manager

Contact Sherri


PWA-Mark-Daugherty-Photo

MIKE DAUGHERTY
Senior Wealth Advisor

Contact Mike


PWA-Darlisa-Davis-Photo

DARLISA DAVIS
Private Banker

Contact Darlisa


PWA-Jamie-Engle-Photo

JAMIE ENGLE
Regional Sales Manager**

Contact Jamie


PWA-Brett-Fisher-Photo

BRETT FISHER
Director, First Merchants Investment Services**

Contact Brett


PWA-LongView2023-Amanda-Fitzpatrick

AMANDA FITZPATRICK
Portfolio Implementation Strategist

Contact Amanda


PWA-LongView2023-Tanya-Goebel

TANYA GOEBEL
Manager, Operations & Administration

Contact Tanya


PWA-Lisa-Higginbotham-Photo

LISA HIGGINBOTHAM
Private Banker

Contact Lisa


PWA-Michael-Joyce-Photo

MICHAEL JOYCE
President

Contact Michael


PWA-Nancy-Leming-Photo

NANCY LEMING
Director, Private Banking

Contact Nancy


PWA-Anna-Little-Photo

ANNA LITTLE
Wealth Manager

Contact Anna


PWA-Travis-McEowen-Photo

TRAVIS McEOWEN
Portfolio Manager

Contact Travis


PWA-Audrey-Mistor-Photo

AUDREY MISTOR
Managing Director, Wealth Management

Contact Audrey


PWA-Marcos-Nogues-Photo

MARCOS NOGUÉS
Chief Investment Officer

Contact Marcos


PWA-Tony-Patrick-Photo

TONY PATRICK
Wealth Advisor

Contact Tony


PWA-David-Pfeiffer-Photo

DAVID PFEIFFER
Associate Portfolio Manager & Investment Analyst

Contact David


PWA-Brad-Reynolds-Photo

BRAD REYNOLDS
Managing Director, Client Services & Support

Contact Brad



JANE SMITH
Director, Retirement Plan Services

Contact Jane


PWA-Erin-Sylvester-Photo

ERIN SYLVESTER
Director, Private Wealth Administrative Services

Contact Erin


PWA-LongView2023-Andrew-Weisenburger

ANDREW WEISENBURGER
Senior Wealth Manager

Contact Andrew


PWA-LongView2023-Jerry-Wood

JERRY WOOD
Senior Private Banker

Contact Jerry