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Private Advisor Profiles

Gary Shearer  

Gary D. Shearer, CFA

President and CEO, Tower Trust Company

Education: Chartered Financial Analyst, 1994; BS in Finance, Indiana University, 1986

Affiliations: Member, CFA Institute; Member, CFA Society of Indianapolis; Board Member, Trust Committee Member, Indiana Bankers Association; Chairperson, Mustard Seed Furniture Bank; Vice Chairperson, Visit Fort Wayne

Employment:Tower Trust Company, 1999 to date; National City Bank, Fort Wayne, IN, 1994-99; Valley American Bank, South Bend, IN, 1990-94; American National Bank, Vincennes, IN, 1986-90


 
Dave Fee  

David A. Fee, CPA

First Vice President, Senior Trust Officer

Education: Certified Public Accountant, 1993; BS in Business Administration, Indiana University, 1987; National Trust School and National Graduate Trust School

Affiliations: Member, AICPA and Indiana CPA Society; Board Member, Cancer Services of Northeast Indiana;  Investment Committee, St. Joseph Community Health Foundation; Board Member, Community Harvest Food Bank; Grants Committee, Fort Wayne Children's Zoo; Board Member, Turnstone Center

Employment:Tower Trust Company, 2001 to date; Shambaugh, Kast, Beck & Williams, LLP, Fort Wayne, IN, 1998-2001; National City Bank, Fort Wayne, IN, 1979-98


 
Sharon Peters  

Sharon J. Peters, J.D.

Vice President, Trust Legal Counsel

Education:JD cum laude, Indiana University School of Law, 1985; MSW, Indiana University, 1974; BS, Indiana University, 1969

Affiliations:Allen County Bar Association; Indiana State Bar Association; Board Chair, City of Fort Wayne Board of Public Safety; Board of Trustees, Allen County Courthouse Preservation Trust; Board Member, STARBASE Indiana, Inc.; Board Member, Turnberry Ridge Association

Employment: Tower Trust Company, 1999 to date; National City Bank, Fort Wayne, IN, 1998-99; Private Legal Practice, Fort Wayne, IN, 1985-98; State of Indiana, Social Services
Consultant, 1974-84


 

Kevin Noll  

Kevin T. Noll

First Vice President, Wealth Advisor

Education: MBA, Indiana University, 1994; BA, Wabash College, 1987

Affiliations: Board Member, American Church, Inc., Youngstown, OH; Board Member, Washington Township Baseball; Board Member, Catholic Community Foundation of NE Indiana; Leadership Fort Wayne 2010-11; Board Member, St. Joe Community Health Foundation; Enrolled in Retirement Advisor University at UCLA

Employment: Tower Investment Services, 2004 to date; Merrill Lynch 2001-04; UBS 1998-2001; National City Bank, 1987-98


                                       

 
JoEllen Gustin  

JoEllen Gustin

Vice President, Trust Operations Manager

Education: Cannon Financial Institute, Trust Administration I, 1999; Indiana University, 1972

Employment: Tower Trust Company, 1999 to date; Indiana Capital Management, Fort Wayne, IN, 1997-99; Merrill Lynch, Fort Wayne, IN, 1996-97; Bank One, Fort Wayne, IN, 1990-96; Wells Fargo Bank, Fort Wayne, IN, 1975-90


 
Becky Hillyard  

Rebecca A. Hillyard, CTFA

Vice President, Trust Officer

Education: Certified Trust Financial Advisor, 1995; National Graduate Trust School, 1994; National Trust School, 1992; BS in Business Administration, Indiana University, 1989

Affiliations: Secretary, Fort Wayne Estate Planning Council

Employment: Tower Trust Company, 2000 to date; National City Bank, Fort Wayne, IN, 1982-2000


 
Bob Nicholas  

Robert F. Nicholas, CFP

Vice President, Wealth Advisor

Education:Certified Financial Planner, 2004; MBA in Finance, University of Notre Dame, 1983; BS in Accounting, Indiana University, 1978

Affiliations: Member, Financial Planning Association; Board Member, St. Anne Home

Employment:Tower Investment Services, 2006 to date; Fifth Third Securities, 2004-06; National CityInvestments, 1999-2004; American Express Financial Advisors, 1994-99;  IBM Corporation, 1983-94


 
Graig Stettner  

Graig P. Stettner, CFA, CMT

Chief Investment Officer

Education: Chartered Financial Analyst, 1999; Chartered Market Technician, 2009; BS, Indiana University, 1994

Affiliations: Member, CFA Society of Dayton; Member, CFA Institute; Member, Market Technicians Association; Wells County Public Library; Member, Steering Committee, Upper
Wabash River Basin Commission; Wells County Leadership Academy 2010-11; Publisher of Obvious Insights Blog www.towerbank.net/blog

Employment: Tower Trust Company, 2003 to date; National City Bank, Fort Wayne, IN, 1994-2003


 
GFX: Cindy Goodman - Web  

Cindy Goodman, CFA, CFP®

Vice President, Portfolio Manager

Education: Certified Financial Planner™, 2013; Chartered Financial Analyst, 2000; MBA in Finance, University of Notre Dame, 1985; BS in Marketing & Management, Indiana University, 1982.

Affiliations: Member, CSA Institute; CFP Professional; Member, Fort Wayne Estate Planning Council; Board Member, Arts United of Greater Fort Wayne; Board Member, Fort Wayne Museum of Art

Employment: Tower Trust Company, 2013 to date; JP Morgan Chase, 2010-13; National City Bank, 1999-2008; Lincoln National Corporation, 1989-98.

 

GFX: Kevin Besore - Web  

Kevin R. Besore, CFP®

Portfolio Manager

Education: MBA, Indiana University, 2010; Charter Financial Consultant™, 2009; Certified Financial Planner™, 2008; BS in Financial Counseling & Planning, Purdue University, 2005.

Affiliations: CFP Professional

Employment: Tower Trust company, 2013 to date; Harbour Financial & Harbour Accounting, 2010-13; Creative Financial Designs, 2005-10.


 

Michele Herald  

Michele L. Herald, CTFA

Assistant Vice President, Trust Officer

Education: Certified Trust Financial Advisor, 2008; ABA Graduate Trust School, Emory University, 2008; ABA National Trust School-Northwestern University, 2006; Canon School of Foundation Management, 2000; BS in Finance, Ball State University, 1992

Affiliations: Member, Fort Wayne Estate Planning Council; Board Member, Headwaters Park Alliance

Employment:Tower Trust Company, 2006 to date; Community Foundation of Greater Fort Wayne, Fort Wayne, IN, 2005-06; Salin Bank & Trust Company, Fort Wayne, IN, 2003-05; National City Bank, Fort Wayne, IN, 1988-2003


 
Nancy Bean  

Nancy J. Bean, CTFA

Assistant Vice President, Trust Officer

Education: Certified Trust Financial Advisor, 2007; BS, Purdue University,1997

Affiliations: Past President, Fort Wayne Estate Planning Council; Treasurer, Mental Health Association in Allen County; Member, Planned Giving Council; Trust Committee Member, Indiana Bankers Association; Member, NAMI Fort Wayne

Employment: Tower Trust Company, 2011 to date; Wells Fargo Bank, Fort Wayne, IN, 2000-11


 
Gary Hicks  

Gary D. Hicks, CLU

 Investment Executive

Education: Associates Degree Program, Indiana-Purdue University Fort Wayne, 1971-72; American College, 1991

Affiliations: Member, Chartered Life Underwriters

Employment: Tower Investment Services, 2010 to date; Fort Wayne Financial Services, 2009-10; Prudential Insurance Company, 1999-2008; Lincoln Financial Group, 1988-98


  

Nate Glenn  

Nate O. Glenn

Associate Broker/Case Manager

Education:BS in Finance, Indiana University–Purdue University Fort Wayne, 2010

Employment: Tower Investment Services, 2013 to date; Lincoln Financial Group, 2011-13; Salin Bank, 2009-11; Wealth Advisors Group, 2009


 

 

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