Stephen J. Nilles, CFP®

Stephen “Steve” Nilles joined Indiana Trust Wealth Management in 1994. As Director of Client Services, he oversees the investment, administrative, and operations functions at Indiana Trust, and as an Investment Advisor, Steve is responsible for portfolio management and financial planning services for clients. He also serves as a member of the company’s management team.

A native of Mishawaka, Indiana, Mr. Nilles earned a Bachelor’s Degree in Finance from Indiana University, Bloomington, in 1992, and a Master’s of Business Administration Degree from Indiana University, South Bend, in 1999. He completed Cannon Trust Investments School in 1999. Steve also obtained the Certified Financial Planner® (CFP®) designation in 2010.

An active member of our community, Steve is a graduate of the Leadership, South Bend/Mishawaka class of 2003, and is a past member of the Board of Directors for Junior Achievement of St. Joseph County. He currently serves on the School City of Mishawaka Education Foundation Board of Directors, where he has previously held the positions of both treasurer and vice president. Steve is also a member of the Mishawaka Breakfast Optimist Club, the Knights of Columbus Council #4263, and he continues to enjoy volunteering as a Junior Achievement instructor.