Jon-Michael Plennert

Jon-Michael Plennert, CFP®, has over a decade of experience in the financial sector, currently serving as an Investment Advisor at Indiana Trust Wealth Management since August 2014. Prior to this role, Jon-Michael worked as a Financial Advisor at The Financial Resource Group, where responsibilities included executing trades, researching portfolio strategies, and educating clients on tax implications. Earlier in the career, Jon-Michael was a Fund Accountant at Northern Trust, managing net asset values and auditing transactions, and a Premium Financial Representative at Fidelity Investments, recognized for error-free trading and customer service excellence. Jon-Michael holds a Bachelor of Science in Business with a concentration in Finance from Miami University, earned in 2007.