With offices in Columbus and Batesville, Indiana, the team at Prime Financial Midwest offers boutique, personalized services that help you get the most out of life. Our wealth advisors each have different accreditations, backgrounds, focus areas, and experiences which they use to help clients. We invite you to browse through their pages to learn more about each of their backgrounds, and their approach to their life and work.
Get to Know Our Team
Prime Financial Midwest
Columbus Staff
Tara Murphy
Marketing Specialist
Jennifer Perry
Operations Associate
Jessica Carnes
Operations Associate
Batesville Staff
Toby Oesterling
Sales Coordinator
Chelsea Ryan
Operations Manager
Judy Smith
Operations Associate
Josie Belter
Operations Associate
Life Transitions can be complex and confusing.
Making decisions around life’s transitions can be complex and confusing. When transitions happen in your life, money goes into motion— either toward you or away from you. We understand the issues that might impact you financially and will help you navigate through each life event.
Retirement Leaving a Legacy Career Change Having a Child Health Issues Getting Married Loss of Loved One Promotion College
What to Expect
Schedule a meeting to sit down with us so we can discover what your financial goals and dreams are at every stage of life. Using our easy five-step Life Compass Process, we will help you plan and implement an ever-evolving strategy. Here’s how it works:
