Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Advisors

Jacob Steinhart

APMA®

Financial Advisor

Franchise Owner
Visit Jacob Steinhart's website


Team

Jonathan Newton APMA™

Jonathan Newton APMA™

Investment Specialist,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Personal Intro

Jon grew up in Evansville, attending North High School, Murray State and the University of Southern Indiana. Jon joined Jacob’s team at Ameriprise in August of 2024. In his free time, he enjoys spending time with his son Maxwell, training martial arts, and watching the Saint Louis Cardinals and Indianapolis Colts.

Qualifications

  • Accredited Portfolio Management Advisor

Roles & Responsibilities

  • Jon's job is to work with each wealth management client to create portfolio solutions that align with their unique goals.
  • Jon believes that by taking an individualized approach we can more closely align portfolio results to client needs over time.
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