First Farmers Bank & Trust - Wealth Management Division, a subsidiary of First Farmers Bank & Trust, has been providing complete brokerage services and personalized investment advice to clients since 1998. Through Raymond James, we offer a variety of retirement programs including: self directed IRAs, pension plans, profit sharing, self employed retirement income deferral programs like a 401(k) (for the individual self employed and small or large businesses) and several college educational funding programs. We offer competitive rates on certificates of deposit, municipal bonds, corporate bonds, government bonds, tax-deferred annuities, money market funds and a variety of mutual funds.
Following the model set by our parent organizations, the Wealth Management Division remains committed to providing our clients with an exceptional level of personalized service with investment packages designed to best fit their expressed financial goals.
Peru, IN office
Kokomo, IN office
Terre Haute, IN office
Hoopeston, IL office
Ron is a lifelong resident of North Central Indiana, a graduate of Pioneer High School, and a graduate of Findlay College, B.S. in both accounting and comprehensive business education. After spending some time as a high school educator, he still applies those skills by helping clients understand the benefits of successful portfolio management. He believes that his clients gain a better understanding of various product advantages when services are explained in everyday terms.
Ron's career in financial services began in 1981 and continued while employed with several different institutions and performing a variety of functions. He entered the financial planning profession in 1992 as a registered representative with Raymond James Financial Services under the Investment Management Research division. He maintained this status as he continued with his duties with First Farmers Bank & Trust. Upon the formation of First Farmers Investments, now First Farmers Bank & Trust - Wealth Management Division, he transitioned his clientele to the Raymond James Financial Institutions Division in 1998.
His comprehensive service program begins with an assessment of each client's current investment situation and financial objectives. He then presents a detailed financial plan that takes into account the client's risk tolerance, time horizon, financial objectives, and basic understanding. He regularly monitors each client's account and issues semi-annual investment evaluations with suggestions and ideas of possible refinements in their portfolio.
Ryan is a graduate of Oak Hill High School and is a lifelong resident of the Howard/Grant County area. He earned a Bachelor of Science degree at Purdue University in Food Process Engineering with an additional year of study in economics and business. He currently lives in Marion with his wife of over 35 years, Honey, who is employed with Indiana Wesleyan University. Their children reside in Nashville, Tennessee (Kirk) and Nanning, China (Emily).
Ryan has held various positions in church and local school organizations. His career experiences leading up to his present relationship with First Farmers Bank & Trust - Wealth Management Division and Raymond James Financial Services include eight years as a commodity analyst/broker and 13 years in sales and service. This background provides him with unique insight into both market behavior and service culture. His commitment to clients is evidenced by his core belief of providing superior service and genuine concern for their financial interests and personal goals.
His licenses include: General Securities License (Series 7), General Securities Principals License (Series 24), Investment Advisor (66), and Life, Accident and Health Insurance License.
Mike was born in Ft. Lauderdale, FL. In 1967 he moved to Logansport, and in 1975 he moved to Kokomo where he currently resides. Mike graduated from Kokomo High School and received his undergraduate degree from Wabash College with a Bachelor of Arts in Economics. He then went on to receive his MBA in Finance from the University of Notre Dame, which included a semester of study abroad in London. Mike has worked in the brokerage industry for 30 years. He also was a partner with his father for 23 years, and worked as a manager for 11 years.
Mike has been elected a city councilman, has served on various public and private boards, and has done freelance sports broadcasting on both radio and internet podcasts. In his free time, Mike enjoys playing cards, golf and tennis.
Larry is a graduate of Marion High School and graduated with honors from Indiana University. His first position after college was managing a real estate agency and mortgage company out of Marion, Indiana. He began his investment career in 1980 with Prudential Financial Services and Prudential Bache Investments, and ultimately progressed into the banking channel.
He is active in a local church and the Marion Chamber of Commerce, where he has served on the Executive Committee of the Ambassadors Club for a number of years.
Larry is licensed to offer a wide range of investment and insurance related products, allowing him to uncover the financial solutions necessary to satisfy his clients' goals, he has helped clients with 401K rollovers, establishing IRA's and providing income opportunities in retirement. Larry has prided himself in being in tune with his clients and wishes to offer the utmost in service and sensitivity to their financial objectives.
Mike was born and raised in Kokomo, Indiana and now lives in Tipton, Indiana with wife, Amy. They are both lifelong residents of Indiana. Mike and Amy have been married since 1988 and have two children. Their son, Chris works in Indianapolis and their younger son, Shane recently completed his degree in Christian Counseling at Grace College, in Warsaw, Indiana. Their family enjoys spending time together vacationing, especially in Gatlinburg, TN.
Mike is a graduate of Kokomo High School, attended Indiana University, and completed studies through Garrett Theological Seminary at the University of Indianapolis. With the LUTCF designation, Mike began his Financial Services career with The Capitol Holding Corporation, has served as president of First National Insurance Services, and as an account executive with STAR Insurance. He owned Ready For Tomorrow, LLC, which marketed insurance and investment products through Horace Mann Investments and Horace Mann Insurance.
He served as a local licensed pastor in the United Methodist Church, and is active in his local church and the Tipton Lions Club. He also served on the Board of Directors of the Boys and Girls Club of Tipton County and as President of the Tipton Community School Corporation Board of Trustees.
Mike is licensed to offer a wide range of investment and insurance products, allowing him to uncover the financial needs and solutions necessary to satisfy each client’s goals and provide the right services needed from individual investments to corporate retirement plans. The broad base of resources available through our firm will help each client make informed investment decisions based on their individual need.
Sharon is a Hoopeston native, resident and a graduate of Hoopeston-East Lynn High School. She and her husband, Don, a retired farmer, have one child, Colleen. Colleen and her family reside and work in the northeast Atlanta area. Sharon and Don enjoy spending time with their young granddaughter, Haley.
Sharon has been in the financial industry since 1988 with positions at Edward Jones, First Allied Securities and Cetera Advisor Networks. She holds a Series 7, Series 63, Series 65 licenses, as well as life, accident, health and variable annuity insurance licenses.
As a farm wife and self-employed registered representative for most of her career, Sharon recognizes and stresses the importance of financial planning. Throughout her career, she has been involved with college planning, retirement planning and estates. Sharon is proud to be part of the Raymond James family.
Sharon and Don attend the Second Church of Christ in Danville where she is active with the Women’s Ministries. The Dixons support area children through the Hoopeston Jaycees, the Hoopeston Public Library and the Danville Women’s Shelter. She enjoys reading, using her T-zone machine, listening to music, and spending time with her family.
Irene is originally from the Lone Star State and grew up in Denison, Texas. She moved to Kokomo in 1988 and has worked in financial services for 30+ years. She and her husband, Larry, are active in the church and various service organizations in the community. Irene serves on the Howard County United Way Funds Distribution Council, and is Chairman of the Board of Project 117, a Midwestern organization building schools and providing education to children who would otherwise be left behind in Haiti.
Her hobbies include photography, gardening, travel and spending time with her four grown children. She currently carries Series 7, Series 24, Series 63, and Series 65 licenses
Norina is a graduate of Kokomo High School. She resides in Kokomo with her husband Steve along with their dog Henry. Together they have six children and eight grandchildren all residing in Indiana and Kentucky.
Norina is a member of Calvary Temple Assembly of God Church in Peru, IN. She is involved with various ministries of the church and serves in community events. Norina is most passionate about spending time with family. She enjoys: scrapbooking, crafts, gardening, photography and camping.
Dan resides in Paris, IL with his wife and their young son. Dan grew up in Paris, IL where he attended Paris High School, graduating in 2009. He graduated from Lakeland Community College in 2012 with an Associates of Arts in English, and will be finishing his Bachelors of Arts in English in July of 2016. He proudly served the United States as a member of the National Guard from 2010 - 2016.
Dan began his career in the financial industry as a teller for First Farmers Bank and Trust in August 2012. He currently serves as an administrative assistant to Kip Hollowell in Terre Haute.
In his spare time, Dan enjoys reading, golfing, traveling, and spending time with his family. His is also an active member of People Encouraging Remarkable Kids (PERK), a nonprofit organization in Paris that matches mentors to children in need.
Marci currently lives in Peru with her husband, Kris, and son, Tyler. She graduated from Northwestern High School and Ivy Tech Community College with a degree in Paralegal studies. She attends Calvary Temple Assembly of God church and is a member of the Peru Circus Boosters. In her spare time, Marci enjoys walking, gardening, watching movies, and doing crossword puzzles.
About Raymond James
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
By the numbers*
- Approximately 6,800 financial advisors
- More than 2.8 million client accounts
- Over 2,800 locations throughout the United States, Canada and overseas
- Approximately $535 billion in total client assets
- 21% total capital ratio – over 2x regulatory requirement
- BBB, positive outlook credit rating (S&P)
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 6/30/2016