Jon-Michael Plennert, CFP®

Jon-Michael Plennert joined Indiana Trust Wealth Management in 2014.  As an Investment Advisor, he assists clients with financial planning, portfolio management and investment advisory services.

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Prior to joining Indiana Trust, Jon-Michael gained financial industry experience working as a fund accountant for a global bank and a premium services representative for a brokerage firm, servicing high net worth clients.

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After obtaining a Bachelor of Science Degree from Miami University in 2007, with a finance concentration, he went on to earn the Certified Financial Planner® (CFP®) certification, in 2016.

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Jon-Michael is a member of the board of directors of  the St. Joseph County Public Library Foundation (formerly the Friends of SJCPL), a former board member of the Economic Club of Michiana, and a graduate of the 2020 Leadership South Bend/Mishawaka Signature Class #46, a program to develop 21st century community leaders by incorporating the servant leader model.  He also volunteers as a coach for his son's and daughter’s soccer teams through the Michiana Soccer Association.