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Meet Our Team / Claudia Newell

Claudia Newell

Claudia Newell

AIF®/Vice President, Investment Executive

Claudia has more than 30 years of experience in Wealth Management and Retirement Plan Services. She works with corporations and individuals to assist them in establishing, monitoring and managing their Retirement plans.

Claudia holds a Bachelor’s degree from North Central College, is a graduate of the Bank Administration Institute (BAI), Trust School,  holds a certificate in financial planning from DePaul University and is an Accredited Investment Fiduciary (AIF®). She also holds a Series 7, 66 and Insurance licenses which allows her to offer a full array of solutions to her clients and prospects.

Claudia is a member of the Indiana philanthropic organization of Tri Kappa, delivers for Meals on Wheels and volunteers for Habitat for Humanity.

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