Sue Cybulski joined Indiana Trust Wealth Management in January 2019, appointed as Vice President and Wealth Advisor, after more than 40 years of service with a regional bank. She is also a member of the Indiana Trust Women's Advisory Group, which focuses on wealth management issues unique to women in the present, ever-changing financial environment – including the rise of women in philanthropy.
As a Wealth Advisor, Sue assists clients with estate and financial planning strategies, drawing from her extensive experience administering personal trusts, special needs trusts, investment agencies, and guardianships, as well as settling estates.
One of Sue’s strengths is building personal relationships with each of the individuals and families she works with, to better understand their circumstances and coordinate appropriate solutions to meet their needs.
After obtaining the Certified Trust and Fiduciary Advisor™ (CTFA™) designation from the Institute of Certified Bankers and the Certified Retirement Counselor® (CRC®) designation from the International Foundation for Retirement Education, Sue went on to obtain the Certified Senior Advisor® (CSA®) certification from the Society of Certified Senior Advisors.
In support of her community, Sue serves as a member of the Michiana Estate Planning Council and is on the Board of the Real Services Guardianship Advisory Council.