Jon-Michael Plennert, CFP®

Jon-Michael Plennert joined Indiana Trust Wealth Management in 2014.  As an Investment Advisor, he assists clients with financial planning, portfolio management and investment advisory services.

Prior to joining Indiana Trust, Jon-Michael gained financial industry experience working as a fund accountant for a global bank and a premium services representative for a brokerage firm, servicing high net worth clients.

After obtaining a Bachelor of Science Degree from Miami University in 2007, with a finance concentration, he went on to earn the Certified Financial Planner® (CFP®) certification, in 2016.

Jon-Michael is a graduate of the 2020 Leadership South Bend/Mishawaka Signature Class #46, a program to develop 21st century community leaders by incorporating the servant leader model.  He is also a former board member of the Economic Club of Michiana and, in his spare time, volunteers as a coach for his son and daughter’s respective soccer teams through the Michiana Soccer Association.