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Branch Leadership

Our Branch Leadership is committed to supporting both our advisors and clients every step of the way. They provide guidance, resources, and oversight to help ensure a smooth, consistent experience for everyone we serve. Through strong leadership and a collaborative approach, our branch leadership helps create an environment where clients feel confident, supported, and well cared for.

J. Phillip Roberts

J. Phillip Roberts

Managing Director | Market Director

812-426-1481

Allison Menke

Allison Menke, CPA, QPFC

Associate Branch Manager | Financial Advisor

812-482-7276

812-634-6769

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If you believe you could benefit from working with a financial advisor, let’s review yours goals to see if you’re a good match for our practice.

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