Who We Are

The Harbour Trust Difference

 

The foundation of Harbour Trust is relationships. Over 20 years after its inception, our clients continue to be the focal point of our business. We help them achieve their financial goals by building strong and trusting individual partnerships.

As an independent Trust Company, Harbour Trust has enjoyed years of financial stability due to strong senior leadership. Our dedicated and experienced financial professionals combine their financial acuity, experience, and deep-seated sense of responsibility to manage each client's assets. 

Harbour Trust adheres to the most strenuous regulatory standards ensuring that our clients can rest assured that their assets are in good hands.

 

Relationship-Focused Expertise
Since 1997, our focus remains the same — to help our clients achieve their financial goals by building strong and trusting individual relationships with our clients.

Fully Vested in Client Success
Because we have no proprietary products, every financial decision we make serves one purpose — to exceed our clients' goals.

Dedicated and Experienced Financial Advisors
Our team combines financial acuity, expertise and sense of responsibility to manage each client's assets as if they were their own.

Results Driven
97% customer retention rate is a testament to our commitment to achieving results.

 

Our Story

 
Harbour Trust and Investment Management Company was founded in 1997 by Robert Rose and the late Leon Dargis. Their mission was to create a unique investment management company by developing close working relationships with their clients, which would give them an advantage over competitors. Rather than a boiler-plate approach, they got to know their clients on a personal level. Individual investment strategies were developed to help customers achieve financial goals specific to their clients, families, and businesses. The addition of Stephanie Oberlie, Brian Merrill, and Mike Hackett to the Executive Management Team has ensured that these sound principles will continue as the hallmark of the Harbour Trust business model.

“The relationship one builds with their financial professional is sacrosanct,” said Mike Hackett, Vice-President and Trust Officer. He continued, “It is based on confidence, reliability, mutual respect, and accessibility, coupled with thoughtful, measured investment strategies and account management. During uncertain times—and anytime—our clients know that if they have questions or concerns, they can reach their dedicated Harbour Trust advisor in a timely fashion. Sadly, in this day and age, people are used to being routed to call centers, often with long wait times. We don’t feel that’s any way to treat a valued client. Harbour Trust clients know their calls will be returned promptly by their personal advisor.”

When Rose and Dargis founded Harbour Trust, they thought they set their sights high, hoping one day to achieve $50 million in assets under management. “We have surpassed that goal many times over, currently managing more than $1 billion in assets,” Hackett said. Our success stems from the guiding principles of our founders. The personal relationships that we establish, nurture, and maintain with our clients instills a high level of confidence, backed up by a 97% client retention rate.” 

President Stephanie Oberlie attributes the company’s high level of retention and referrals to client satisfaction. “Clearly, clients feel comfortable sending us their family members, friends, and neighbors. They know the people they refer will get the same deferential treatment they have come to value. Most important, they know that our dedicated team members are armed with the experience and knowledge required to help them achieve their goals.”

To help you prepare for the future, Harbour Trust professionals can assist with all aspects of financial planning by providing customized investment portfolios, and retirement, estate, and long-term care planning strategies. Learn what Harbour Trust can do for you by contacting them today.

 
 

The Harbour Trust Team

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Robert P. Rose • Chief Executive Officer & Chairman • 39 Years in the Financial Service Industry

“When people ask what I do, I tell them, that I'm in the relationship business. Building relationships with people is the most important thing to do. Becoming an invaluable part of a client's life is what I enjoy most about the Harbour Trust approach, and I can't think of anything more rewarding.”

A Notre Dame graduate, Bob began his career in June of 1983. Prior to joining Harbour Trust, he was employed by a bank subsidiary responsible for trust and investment management services. There he worked his way from Trust Investment Officer to Executive Vice President and Chief Administrative Officer.

Throughout his career, Mr. Rose has remained a dedicated student of his profession. He has completed courses through The American Institute of Banking, Northwestern University - National Trust School, The American Management Association - The Management Course, and Cannon Financial Institute - Personal Trust Advanced Administration.

Bob is a native of Northwest Indiana where he has invested in future generations as an instructor for Purdue University-North Central and The American Institute of Banking. He has volunteered his leadership skills to several local organizations in the Chicagoland area.

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Stephanie K. Oberlie • President & Chief Operating Officer • 28 Years in the Financial Service Industry

“Watching client relationships develop into a trusted partnership is truly rewarding. With this trust comes responsibility, and I’m proud to see our team’s commitment to delivering the highest level of service, reassuring our clients that their trust was well placed.”

Upon graduating from Ball State University in 1994, Stephanie began her career as a Personal Trust officer managing estates, trusts, investment accounts, retirement portfolios, and non-profit accounts. Stephanie is quite accomplished, completing Cannon Financial Institute’s Trust School and earning the Cannon Financial Institute’s Trust School and earning the Certified Trust and Financial Advisor designation from The Institute of Certified Bankers. She has expanded her scope of learning and education to include strategic planning and risk management. Today, she is the President and Chief Operating Officer of Harbour Trust & Investment Management Company, overseeing the divisions of the company and working to execute strategic initiatives throughout the company.

Stephanie was born and raised in Michigan City and currently serves on several not-for-profit boards. As a young child, her family instilled in her the importance of giving back to your community by volunteering your time to affect change. As a result, this has become the cornerstone of her values. She currently serves as a board member of the Duneland Health Council, LaPorte Healthcare Foundation, Unity Foundation of LaPorte County, and past chairperson of the Michigan City Chamber of Commerce Board of Directors and the Economic Development Corporation of Michigan City. She is a member of the La Porte County Unity Foundation Gold Key Society and a past recipient of the Athena Award.

“Witnessing the development of client relationships grow into a trusted partnership is a truly rewarding experience. Joy comes from observing all of our employees committing and delivering service to maintain the level of trust our clients place in us.”

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Brian C. Merrill • Senior Vice President & Chief Investment Officer • 27 Years in the Financial Service Industry

“One of my greatest joys is leading a team of trust and investment professionals, who strive to provide exceptional service and solutions that help our clients achieve their personal financial goals. Wealth management goals are very specific to each client. That is why we take the time to tailor each of our client’s portfolios to their individual needs.”

Brian was born and raised in Muncie, IN, where he received a BS in Finance from the Ball State University Honors College. He started his investment career in 1995 as a Portfolio Manager and Investment Officer, specializing in portfolio management of high-net-worth and retirement portfolios. Brian joined Harbour Trust in 2008 as an Investment Officer, was promoted to Chief Investment Officer in 2013, and Senior Vice President in 2018. He manages the firm’s Investment Division, specializing in the management of high net worth, retirement, and institutional portfolios. Brian serves as Chairman of the Investment Committee, overseeing asset allocation strategy and individual asset selections for the firm. He also serves as the Company Information Security Officer and engages in strategic planning for the firm. Brian passed the CFA level I examination in 1998. He serves as president of the Board of the Michigan City Community Scholarship Fund. Brian, his wife Jennifer, and their 2 daughters reside in Michigan City.

“One of my greatest joys is leading a team of trust and investment professionals, who strive to provide exceptional service and solutions that help our clients achieve their personal financial goals. Wealth management goals are very specific to each client. That is why we take the time to tailor each of our client’s portfolios to their individual needs.”

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Michael K. Hackett, CFTA, CISP • Senior Vice President & Director of Personal Trust & Marketing • 25 Years in the Financial Service Industry

“The best compliment I have ever received was in 2009 during the financial crisis when a client told me, ‘I don’t worry about my financial situation because I know that you are taking care of me.’ Giving clients that peace of mind is my greatest pleasure.”

After graduating from Ball State University in 1993, Mike began his career in the financial services industry. Prior to joining Harbour Trust in 2001, Mike spent eight years serving as a Personal Trust Administrator with JP Morgan Chase. There, he was responsible for both personal trust and employee benefit accounts.

Mike has successfully completed the Personal Trust School program through Cannon Financial Institute at the University of Notre Dame. He earned the designation of Certified Trust Financial Advisor in 1997 and has enthusiastically worked to maintain this designation. As well as, expand his knowledge of financial planning and investment management. In an effort to further broaden his knowledge of the trust and investment field, Mike successfully passed the CISP exam in 2012 and became a Certified IRA Services Professional through the Institute of Certified Bankers.  He is the Director of Personal Trust at Harbour and serves as head of the IRA Division.

Born and raised in Michigan City, Mike has two daughters and has served 3 terms as president of the Michigan City Rotary Club and as Rotary District 6540 Assistant District Governor. Mike is the acting board President for the Lubeznik Center for the Arts.

“The best compliment I have ever received was in 2009 during the financial crisis when a client told me, ‘I don’t worry about my financial situation because I know that you are taking care of me.’ Giving clients that peace of mind is my greatest pleasure.”

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Cristina Clagg • Vice President, Director of Trust Operations • 13 Years in the Financial Service Industry

"Stay true to yourself yet always be willing to learn."

Cristina is a graduate of Purdue University with a Bachelor's Degree in accounting and organizational leadership. Her career in the industry started in corporate client servicing at Northern Trust in Chicago, where she eventually transitioned to the custodial operations side and the management team. Cristina has called La Porte County her home for 40 years. Cristina's interested include faith, cooking, gardening, and games.

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Susan H. Wright • Vice President, Director of Tax and Internal Audit • 21 Years in the Financial Service Industry

"I joined Harbour Trust in 2002, bringing skill in operations and supervision developed during many years in the field of retail management."

Susan is a graduate of Valparaiso University where she earned a B.S. Degree in Business Administration. In addition, she studied and worked in the tax field and she utilizes this knowledge in performing the role of tax coordinator. Susan served for many years as the Manager of Trust Operations and now oversees the company's Tax and Internal Audit division.

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Martha Wargo Oprea • Vice President & Chief Compliance Officer • 37 Years in the Financial Service Industry

Martha is the Chief Compliance Officer of Harbour Trust & Investment Management Company, overseeing issues related to risk management and compliance throughout the company.

Martha attended Saint Mary’s College, Notre Dame and Indiana University, graduating with a Bachelor’s Degree. She also completed Cannon Financial Institute’s Personal Trust School and Corporate Trust School earning both a Certified Corporate Trust Specialist and Certified Trust and Financial Advisor designation from the Institute of Certified Bankers.  She is also a member of the Fiduciary and Investment Risk Management Association. 

Martha was born in South Bend Indiana, where she resides with her husband today. She has been a long-time volunteer for the Women’s Care Center and the South Bend Center for the Homeless. She is past president of the board of directors for the Alcohol and Addictions Resource Center and president of the Kiwanis Club of Mishawaka and the American Institute of Banking-South Bend.  Her passion is for supporting challenges of women, and mothers in particular, so she also spends time mentoring young women who are looking for a way to be better caregivers and community contributors.

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Shawna ZawadaChief Financial Officer • 6 Years in the Financial Service Industry

“Thankfully my journey led me to Harbour Trust Company, located in the county I live and the community my family supports. I value my work at the company because it is focused on earning relationships and assists in a brighter future for their clients. Clients become extended family because Trust Officers truly care about their clients all around well-being.”

Shawna started with Harbour Trust in September 2020. A career track starting in Accounting after receiving a BS from Indiana University and a Masters in Accounting from Indiana Tech. Born and raised in La Porte, her career began at LaPorte Hospital with increasing responsibilities from Accounting to Operational improvements. Leading teams to a more streamlined process for patients and increasing efficiency for colleagues alike. Following her healthcare experience, she went into Banking as Chief Financial Officer and compliance officer for a publicly held community Bank. She likes to find employment that fulfills a purpose and that path has led her to healthcare and the financial industry. You can’t have one without the other and both are important to an individual’s financial well-being. Overseeing a company’s sustainability into the future allows her skills to be part of a bigger purpose.

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Lori Howard • Wealth Advisor • 35 Years in the Financial Service Industry

"Relationships are built on trust, compassion, and responsiveness - these are the cornerstone attributes I offer my clients. I take the most pride in the relationships that I have developed with my long-term clients, following closely along with them in their life journey and offering my 25+ years of Trust and Investment expertise along the way. My success is measured in their success and satisfaction."

Lori joined Harbour Trust in March 2010 and brought with her over 20 years of trust experience. Lori is an honors graduate of International Business College. In addition, she as completed the ABA Securities Services Skills, the Robert H. Franke & Associates Relationship Workshop, Cannon Trust School l, ll and lll and has many academic achievements relating to specific trust educational training and customer service.

Lori is an active community volunteer within La Porte County, serves as a Salvation Army Advisary Board member. She enjoys spending time with her family and friends.

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Nathan Cobbs • Vice President, Director of New Business Development & Wealth Advisor • 20 Years in the Financial Service Industry

“At Harbour Trust, everything begins and ends with the client. I have found tremendous satisfaction in helping clients plan for their future and achieve more than they ever thought was possible. The peace of mind that we are able to give to each client is what gets me excited to come to work every day.”

Nathan began his career in 2003 after graduating from Purdue University’s Krannert School of Management with a BS in Economics. Prior to joining Harbour Trust in 2012, Nate was an Investment Advisor, Investment Portfolio Manager and Trust Officer. His entire career has been dedicated to advising and helping clients. Nate prides himself on maintaining a current awareness of changes within the wealth management industry. A lifelong Chesterton resident, Nate feels strongly about giving back to his community and has served on numerous non-profits over the last 20 years. Nate currently sits on the Board of Directors for Jacob’s Ladder Pediatric Rehab and is also a member of the Chesterton-Porter Rotary Club, where he has dedicated time over the last 15 years as past President and Assistant District Governor. Additionally, Nate is a past member of the Purdue Alumni Association Board of Directors, where he served on the finance committee for eight years. Nate was honored in The Times of Northwest Indiana’s 2019 “20 Under 40” class. This prestigious award is presented to young professionals who impact their community and have become key business leaders contributing to the development and growth of Northwest Indiana.

Nate and his wife, Karen, have a daughter and son. They are co-authors of “Rosie Posie has Super Senses” and founded Rosie Posie Books to assist children and families with special needs. Their cheerful picture book is based on his daughter’s sensory extremes with Autism during the early years and provides coping techniques to improve quality of life. In his spare time, Nathan enjoys spending time with his family, watching sports, and studying the stock market.

“At Harbour Trust, everything begins and ends with the client. I have found tremendous satisfaction in helping clients plan for their future and achieve more than they ever thought was possible. The peace of mind that we are able to give to each client is what gets me excited to come to work every day.”

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Julie A. Corbett • Trust Officer • 34 Years in the Financial Service Industry

“Harbour's commitment to such a high level of service and care is what sets us apart from other investment firms. We have families that have been clients since Harbour opened its door which is proof of the type of service we provide.”

Julie is a graduate of Purdue University as well as Indiana University having received her Paralegal Certification from I.U.S.B. Julie worked as a paralegal specializing in the administration of estates and trusts for over 25 years before joining Harbour Trust. Born and raised in Michigan City, she is proud to be working for a locally established company.

“Harbour's commitment to such a high level of service and care is what sets us apart from other investment firms. We have families that have been clients since Harbour opened its door which is proof of the type of service we provide.”

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Larry Piotrowski, AWMA® • Wealth Advisor • 13 Years in the Financial Service Industry

Larry is an honors graduate of Indiana Wesleyan University, where he earned a Bachelor of Science Degree in Business Management.

Larry is an honors graduate of Indiana Wesleyan University, where he earned a Bachelor of Science Degree in Business Management.

Larry achieved the designation of Accredited Wealth Management Advisor in 2021 and has also earned various investment and insurance-related certifications and licenses throughout his career. Larry entered the financial services industry in 2009 and has advised clients with their financial, investment, retirement, and legacy needs with JP Morgan Chase, PNC Bank/Investments, and Edward Jones Investments. "Entering the financial industry after 2008 provided me with an appreciation for an individualized portfolio approach. I believe in balancing my client's goals and comfort with risk with long-term, disciplined, asset allocation plans unique to each client. The needs and best interest of the clients I serve are paramount in developing meaningful, long-term relationships with them". Before moving to Indiana in 1995, Larry worked with The Little City foundation and The Cleabrook Center in Illinois, serving adults with disabilities, teaching vocational skills, and assisting them in attaining gainful and meaningful employment in the community. More recently, Larry has volunteered with the Kiwanis club, is an American Legion and VFW member, serves with the Hanna Lions Club, and is a board member of the Young People's Theatre Company/Holdcraft Players in Michigan City, IN and the 4th street Theater in Chesterton, IN. Larry and his wife, Dee, have two daughters. Larry and his wife are also avid supporters of the arts and have been active, on-stage and off, for many years in the various community theater groups throughout Northwest Indiana.

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Kim Patterson • Trust Administrator • 10 Years in the Financial Service Industry

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

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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Lydia Gallas • Trust Compliance Officer and Assistant Vice President • 3 Years in the Financial Service Industry

Lydia joined Harbour Trust in the fall of 2020 and works as a Trust Compliance Officer.

Lydia grew up near Indianapolis and attended Indiana University where she earned a Bachelor’s Degree in Criminal Justice. She went on to attend the Robert H. McKinney School of Law, earning her Juris Doctor degree, and was admitted to the Indiana Bar in September of 2017. Lydia worked as a Prosecutor in LaPorte County for three years before moving to Harbour Trust.

While new to the financial industry, Lydia is eager to use her legal experience and educational background to further Harbour Trust’s mission. Lydia resides in Michigan City and loves working, as well as, being involved in the community where she lives. In her free time Lydia loves reading, watching movies, and spending time with friends and family.

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Amy O'Brien • Wealth Advisor • 12 Years in the Financial Service Industry

Amy was born and raised in Northwest Indiana

Amy was born and raised in Northwest Indiana. She is a graduate of Purdue University Northwest (formerly Calumet), having earned a bachelor’s degree in Political Science. Amy began her work in the financial services industry in 2010, making it her business to help clients achieve their financial goals.

Her career path involved positions overseeing day-to-day branch operations in retail banking management. Realizing that her greatest passion was assisting clients in solving complex financial problems, she became a Financial Advisor with 1st Source Bank in 2014. Maintaining strong relationships with the clients she served, she developed a deeper understanding of the unique needs each of her clients faced. This led to Amy launching her own successful financial services firm in 2020. Ultimately, she realized she much preferred working with a team to deliver top-notch service to her clients. This is what led her to Harbour Trust. Her values align closely with those of Harbour, and she is grateful to be a part of its elite team.

Amy believes that our communities are of the utmost importance. She frequently volunteers her time to a number of organizations, including The United Way, Habitat for Humanity, Junior Achievement, and the Westville chapter of Tri Kappa. She has also volunteered her time over the years with many local theatres, both on stage and off. Amy understands the societal impact community theatre holds and sees it as critical to keep these organizations thriving for generations to come.

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Mallory Marquiss • Management Trainee • 1 Year in the Financial Service Industry

“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.”

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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Matt Noll • Portfolio Manager & CFA Charterholder • 18 Years in the Financial Service Industry

“It is very gratifying to be part of the Harbour Trust & Investment Management Team. Every day I have the opportunity to work with people who are focused on the success of our clients and the success of each other."

Matt Noll joined the Harbour Trust Investment Team in 2013. Matt graduated from Indiana University’s Kelley School of Business, and is a CFA Charterholder. Prior to joining Harbour Trust, Matt worked in retail investment brokerage firms in Indianapolis and Chicago. Matt was born and raised in LaPorte and currently lives in LaPorte with his wife and two daughters.

 

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Jack Bobillo, CFP® • Portfolio Manager • 6 Years in the Financial Service Industry

Jack joined the team at Harbour Trust & Investment Management Company in the spring of 2016 and works as a Portfolio Manager. He loves working at Harbour Trust with people that truly care about their clients and the community where he grew up.

Jack grew up in Long Beach. He went on to play baseball in college at both Kalamazoo Valley Community College and Chicago State University. He graduated in 2012 with a Bachelor's Degree in Sports Management.
After college, Jack pursued his dream of playing professional baseball for the Trois-Rivieres Aigles in the Can-Am Independent League.

Jack joined Harbour Trust in 2016 as a part of the Investment Department. He became a CFP® professional in September of 2020 and oversees financial planning for the company's clients. When he is not working, Jack enjoys playing golf, going to the beach, and spending time with friends and family. He is the Vice President of the Marquette High School Board of Directors where he attended high school. He loves living and working in Michigan City with his wife Stacy and they look forward to a future in the place they have always called home.

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Derek Lasky • Securities Trader • 1 Year in the Financial Service Industry

Derek was born and raised locally in Valparaiso, IN.

Derek studied for a year at Indiana Wesleyan University before transferring to the University of Indianapolis, where he completed his Bachelor of Science degree in Finance. He expanded his education with the Masters of Science in Information Systems program at Indiana University from May 2020 – December 2020. Derek completed three internships throughout his college experience and played college baseball for the University of Indianapolis and Indiana Wesleyan. Derek enjoys spending his free time with his family and friends, golfing, continuously learning, and exploring the great outdoors.

 

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Joanne Davis • Customer Support Specialist Team Leader • 3 Years in the Financial Service Industry

“I came to Harbour, because I wanted to work somewhere that values people and relationships. I love that I am learning something new every day.”

Joanne was born and raised in the Northwest of England where she studied English and Religious Studies at Runshaw College in Leyland. She moved to the U.S. after college and resides in New Buffalo, Michigan, with her family of four children and many pets. Jo has worked in customer service since she was seven years old and her parents owned the “corner shop” in their town. The shop was a full-service store and customers would bring a list, hand it to Jo and her brother, and they would gather all the items and bag it for them. Jo was running the register and balancing the till by the time she was ten years old. It was a natural progression that she ended up working in retail management and customer service for over 20 years before joining the Harbour Trust family. In addition to providing relationship support to Harbour’s clients, Jo participates in many internal projects and initiatives within the Company. Caring for others, providing exemplary customer service, and attending to the smallest of details are embedded in Jo’s nature. In her spare time, Jo enjoys caring for and spending time with her family, walking, rehabbing her home, and finding old furniture at garage sales that she can give a new lease on life.

“I came to Harbour, because I wanted to work somewhere that values people and relationships. I love that I am learning something new every day.”

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Connie Rardin • Customer Support Specialist • 10 Years in the Financial Service Industry

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.

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.        

 

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Susan Kelly • Executive Assistant • 16 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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Stephanie "Max" Fekete • Receptionist/Customer Support Specialist • 13 Years in the Financial Service Industry

“Always remember to fall asleep with a dream and wake up with a purpose.”

Max earned her Associates degree from Ivy Tech in general studies. With several years in Finance and formally in Retail Banking Max is passionate about helping others. Previously a part of ABATE organization that has fundraised with several charities. In her spare time, she enjoys reading, playing games, and going on adventures with her family.

“Always remember to fall asleep with a dream and wake up with a purpose.”

 

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Deborah Merrill • Executive Assistant • 26 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 enjoys many hobbies in her free time.

 

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Dayna Lemon • Trust Tax Officer & Operations Manager • 6 Years in the Financial Service Industry

“I am proud to be working for a well-established Investment Management Company that begins and ends with clients.”

Dayna is a native of Michigan City and a graduate from Michigan City High School. Dayna went on to Indiana University where she received her Bachelor's Degree in Financial Management. At IU, Dayna was very involved; participating in the Little 500, volunteering at the local soup kitchen, and working part time. Upon graduation, Dayna returned back to Michigan City and began her career at Harbour Trust as a Management Trainee. Through this program she gained knowledge and skills in each department of the company. Landing in the Operations Department as a Trust Tax Officer & Operations Manager. In 2021, Dayna continued her education by successfully attending and passing Cannon Financial school Trust Tax Fundamental’s. During this prestigious course she gained lots of knowledge of the laws and regulations with Trust Taxation.

Outside of work, Dayna enjoys staying active outdoors; walking, gardening or bike riding with her husband, Anthony.

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Christina Trusty • Operations & IRA Specialist • 19 Years in the Financial Service Industry

Chris Trusty earned a BLS in Accounting from Purdue University and has earned her Certified IRA Services Specialist designation in 2018.

Chris has been with Harbour Trust Company since 2008. She came to Harbour Trust with over 5 years of banking experience with emphasis on Individual Retirement Accounts (IRA), Employee Benefit Plans, and customer service. She has attended several training seminars through Community Bankers Association and Bankers Systems. In 2018 she received her CISP Certification (Certified IRA Services Professional) though the Cannon Financial Institute. Chris is a lifelong resident of Northern Indiana and is an active member of her community. She enjoys spending her free time with her family.

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Heather Pritchard-Dubbs • Operations Specialist • 18 Years in the Financial Service Industry

Heather has grown up locally in the Michigan City, IN area.

Heather was raised in the neighboring town of Chesterton and currently resides in Valparaiso. She attended Ivy Tech, where she earned her associate’s degree in Accounting. Outside of work, Heather enjoys hiking in the local Indiana Dunes National Park, cooking at home in her kitchen, working out, and spending time with friends and family.

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Sharon Ziething • Financial Officer • 16 Years in the Financial Service Industry

“A graduate of UCLA, Sharon has had financial and management experience early in her career in the entertainment industry."

For the past 10 years she gained experience in the banking industry in operations, finance and corporate administration. Sharon joined Harbour Trust in 2016 as administrative support and is currently support for corporate and board reporting. Sharon resides in Michigan City and enjoys family, friends, faith, games, and the great outdoors in her free time.

 

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Tyler Woodrick • IT Manager • 5 Years in the Financial Service Industry

"I want to use my technical expertise in Information Technology to help sustain Harbour Trust's outstanding client-relationships. I want to cross any technological barriers that prevent us from delivering excellent service to our clients."

Tyler was born and raised local to the area. He graduated from Purdue University North Central with a bachelors degree in Information Technology in 2016 and has worked in the field ever since. Tyler started his IT career working in the healthcare industry. After gaining experience, he decided to pursue his interest in wealth management and investments. He strives to deliver a comfortable IT experience for Harbour Trust as well as our clients.

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Security

As an independent Trust Company we have been granted a charter of operation from the Indiana Department of Financial Institutions...

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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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