Client Support Team

Client Support assists and supports our Advisors to ensure your requests are handled with the urgency and care you deserve.

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Kim Bowen 
Middle Office Relationship Manager 
13 Years in the Financial Service Industry

Kim was born and raised in Wilmington, Delaware then moved to Valparaiso, Indiana in 2019. After spending time working for several Retail Banks and a Trust Company, she is proud to be a part of our family at Harbour Trust. She is passionate about partnering with clients to help them achieve their financial goals. Kim constantly strives to build deeper connections with her clients as well as her colleagues.

Kim enjoys spending her spare time with her husband, Nick, and their daughter, Kora along with their pets. Together their family makes a hobby out of exploring the Indiana Dunes and walking various local parks, picking up trash along the way teaching their daughter about kindness and the planet. Their family loves to explore outdoors and intends to see as many National Parks as they can.

"Today is a great day to be optimistic and to learn something new."

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Susan Kelly
Executive Assistant 
19 Years in the Financial Service Industry

Sue brings 18 years of experience working in a highly regulated and confidential environment in the field of Human Resources Management.

Sue joined Harbour Trust Company in 2006 and provides direct corporate and administrative support to Bob Rose, Chairman, and CEO in serving the special needs of his clients. Sue also services as the Property Manager, maintaining the interior and exterior of our beautiful facility.

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Debbie Merrill 
Executive Assistant 
30 Years in the Financial Service Industry

Debbie joined Harbour Trust in 2007 with 12 years of banking experience in both customer service and operations.

Debbie is the Executive Assistant to Stephanie K. Oberlie, President and COO, supporting her in serving the special needs of her clients and enjoys many hobbies in her free time.

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Connie Rardin 
Client Support Specialist
 13 Years in the Financial Service Industry

Connie resides in LaPorte and graduated from Purdue North Central, now Purdue Northwest, with a Bachelors of Liberal Studies, an Associate’s Degree in General Business as well as a Certificate in Human Resource Management. In her free time she enjoys time with her family & friends, golfing, gardening and traveling.

Connie has many years of work experience from a variety of business settings and brings to Harbour Trust a strong background in customer service, office management and human resources.

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Debbie Rollo 
Project Manager 
49 Years in the Financial Service Industry

Debbie joined Harbour Trust Company in 2023. She came to Harbour with many years of banking experience - specializing in trust management, estate settlement, and financial planning strategies for corporations and individuals. Debbie has earned various investment, trust and insurance designations throughout her career. Her goal has been to deliver a high standard of service to her clients, always keeping in mind their best interests.

Debbie is happily married and has two adult children. Her passion is volunteer work. She has been on the Board of Respite Care Services for numerous years and has held positions with the Women’s Association of the NWI Symphony, Friends of Hospice, the Munster Education Foundation and Meals on Wheels.

“I came to Harbour Trust Company because of their excellent reputation in the Community. I have been overwhelmed by the level of expertise and service that is provided here.”

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Mallory Marquiss 
Client Support Specialist 
4 Years in the Financial Service Industry

Mallory was born and raised in Michigan City and resides in Westville. She’s a graduate of Michigan City High School and proud to be working in her hometown. She recently graduated early from Purdue University Northwest in December 2021 with a Bachelor’s Degree in Business Management with a focus in Investment Management. She became a member of the Harbour team in her last semester of college and became full-time upon graduation. She is learning new skills, tasks and knowledge constantly in the Management Trainee program, migrating through every department in the company. She will soon find her ‘home’ within the company.

In Mallory’s free time, she enjoys spending time with her family and friends, teaching her basset-hound new tricks, and making memories with her boyfriend, Conner.

“I knew I wanted to work for Harbour Trust when I found out first-hand how they handle clients’ wants and needs regarding their financials. We truly care and are dedicated to directing clientele to the right path from start to finish.”

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Justice Anderson 
Support Supervisor
6 Years in the Financial Service Industry

Justice has been in banking for six years overall, five of those years specializing in leading the operations and compliance team for Trust and Investments. With several years under her belt in the investment management world, she is excited to be a part of the fast-growing, client-prioritizing, “when you’re here, you’re family” environment that embodies Harbour Trust.

Justice enjoys spending her spare time with her sons, friends, and family, watching a silly movie, or enjoying a good meal (usually all three at once). There is nothing more fulfilling than being surrounded by those you love in a room echoing with laughter. “Unless someone like you cares a whole awful lot, nothing is going to get better. It’s not”

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Kalie Swanson 
Client Support Specialist 
7 Years in the Financial Service Industry

Kalie was born and raised in Michigan City, where she resides with her daughter Wren. Kalie joined Harbour Trust in 2024, bringing 7 years of retail banking and client support experience.

In her free time Kalie enjoys taking pictures, baking, and spending as much time as she can with her daughter.

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Darlene Van Eekeren 
Client Support Specialist 
2 Years in the Financial Service Industry

Darlene started at Harbour Trust in October of 2024. Before joining the Harbour team, Darlene worked for 14 years for DSC, developing strong customer service skills while helping students and staff. She also has 9 years of experience in purchasing, focusing on making smart decisions and managing resources. Recently, she worked as a medical assistant, gaining insights into patient care and healthcare. Darlene is excited to start a new path in investing and eager to use her diverse experience to succeed in this field. She enjoys spending time with her three grown children, enjoying the outdoors, and cooking in her free time. Darlene values family and friends and loves making memories with them.

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Our Location

1024 N Karwick Road
Michigan City, Indiana 46360
Business: 219.877.3500
Toll Free: 888.649.8969
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