VAN METER JOINS MARKLE AS INVESTMENT ADVISOR
MARKLE FINANCIAL GROUP is pleased to announce that Greg VanMeter has joined the firm as an Investment Advisor. According to Financial Advisor and CEO Tim Jolloff, “Greg brings with him over 22 years of varied experience in the financial services industry, which will allow us to serve our growing customer base more effectively and provide them with new ideas and perspective to help them reach their financial goals.”
VanMeter’s professional affiliations include the Bluffton Chamber of Commerce and the area’s NAIFA chapter. Greg has obtained his designation as a Certified Long Term Care Counselor, is working toward his designation as a Certified Financial Planner, and holds NASD Series 7, 63, 65 and 26 and Indiana Life & Health and Property & Casualty insurance licenses. He most recently trained Advisors in comprehensive financial planning techniques for a nationally recognized financial services firm out of their Fort Wayne offices. Prior to that, Greg has worked with a host of individuals, families and small businesses to assist them in achieving their long-term financial goals.
“Being a part of this community my entire life, I am extremely excited about the opportunity to be a part of the local MarkleFinancial team,” VanMeter said. “It’s clear that I am aligned with a growing, dynamic firm that places their client’s needs as their first and overriding priority.”
VanMeter will be working primarily from the MarkleFinancial office at MarkleBank on the north side of Bluffton on State Road 1, but will be available to meet with clients at any of their five other locations, as well.
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