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

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 is currently a student at the American College of Financial Services studying to complete his CFP. Jon joined Jacob’s team at Ameriprise in August of 2024. In his free time, he enjoy 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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Andrew Suggs

Andrew Suggs

Practice Manager

Personal Intro

Andrew joined Jacob's practice in October of 2021. He takes immense pride in being there to help friends and family from back home and with the new relationships he has formed in the tri-state area. During Andrew’s free time he enjoys playing golf, spending time with his wife Kassidy and family, and cruising back roads on their side by side. Andrew is expecting his first child in November of 2024!

Roles & Responsibilities

  • Andrew spends most of his time servicing client accounts, communicating with clients, and ensuring the office is running smoothly.
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