| Leon A. Dargis - Chairman Leon began his career in June of 1959 after graduating from the University of Notre Dame with a B.S. in Finance. Since 1972, he served as Senior Vice President of a bank trust division. Leon is responsible for starting a trust division and developing it into a company with assets under management of over $420 million. He takes great satisfaction in knowing that he left behind one of the largest trust divisions of an independent bank in the State of Indiana. The strategic plan he developed focused on delivering a very personalized trust and investment service designed to meet not only the financial, but also the personal needs of the client. His education, background and experience bring together the multiple skills of estate, investment and tax planning which is the focus of Harbour Trust. Leon remains dedicated to the trust profession and continues to be active in the management of Harbour Trust. Leon was raised in Northwest Indiana and is married. Leon has been involved in many civic organizations in LaPorte County, IN. His current interest is focused on the continued growth and development of the LaPorte County Park Foundation where he serves as Treasurer and board member. |
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| Robert P. Rose - President Bob began his career in June of 1983 after graduating from the University of Notre Dame with a B.S. in Business Administration with a concentration in Accounting. From June of 1983 until May of 1992 he served as Trust Investment Officer. During that time he created and managed working lists of approved stocks and mutual funds as well as implemented asset allocation strategies at the client level. In 1992, as Vice President and Trust Officer, he was actively involved in organizational teambuilding, strategic planning and direct management of client relationships. By 1997 he had earned the position of Executive Vice President and Chief Administrative officer of a bank subsidiary responsible for trust and investment management services. 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 and is married. He and his wife, Mary, have two children. For many years he was an instructor for Purdue University-North Central and The American Institute of Banking. He has volunteered his leadership skills to several organizations in Northwest Indiana and Chicago, IL. |
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| Stephanie K. Oberlie - Vice President & Trust Officer 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. She studied for three years to earn her Certified Trust and Financial Advisor designation from Cannon Financial Institute. Each year it is her responsibility to maintain her certification by obtaining continuing education credits which furthers her knowledge in the areas of trust and estate planning, investment management, and tax planning. Today she is the director of the Trust and Estate division of Harbour Trust 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, as a result, this has become the cornerstone of her values. She is currently a board member of Michigan City Community Enrichment Corporation (MCCEC), Junior Achievement Advisory Board member, trustee for the Marquette High School Board of Limited Jurisdiction, and a member of the LaPorte County Unity Foundation Gold Key Society. She is also a past recipient of the Athena Award. Stephanie and her husband, George Adams, currently reside in Porter County. |
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George E. Wehrle - Vice President
George began his career in 1962 after earning a B.S. degree from Loyola University – Chicago and an M.B.A. from Northwestern University. Throughout his career, George has been a portfolio manager that prides himself in knowing the client and tailoring investments to meet the client’s unique needs. George is a Chartered Financial Analyst and brings tremendous investment experience and knowledge to Harbour Trust. George and his wife, Linda, have lived in Southwestern Michigan since 1970. They have a son and two daughters. He is active in several community organizations throughout Northwestern Indiana as well as Southwestern Michigan. He was an instructor at Indiana University, South Bend for eleven years.
Michael K. Hackett - Vice President & Trust Officer
Mike began his career in August of 1993 after graduating from Ball State University with a B.S. degree in Finance, specializing 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. 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. Mike 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. Mike was born and raised in Michigan City and is married. He and his wife, Tara, have two daughters. Mike served as Treasurer for the Michigan City Rotary Club for 10 years and as the club’s President for the 2008/2009 year.
John H. Weithers – Trust Officer
John received his B.A. degree in English at Spring Hill College with a minor in Philosophy. Prior to joining Harbour Trust, he most recently served as Trust Officer for 10 years at 1st Source Bank. In this role, he was directly involved with the investment management of various retirement plans, compliance, and marketing. He also handled the employee education concerns for the corporation’s retirement plans he administered by providing one on one as well as larger scale presentations. John resides in Long Beach and has lived here year-round since 1997. He is an active community volunteer and is currently a board member of the LaPorte Regional Physicians Network and is a mentor with the Hours For Ours program. His prior involvements include board memberships with the American Cancer Society and March of Dimes.
Brian C. Merrill – Trust Investment Officer
Brian received his B.S. degree in Corporate Financial Management from the Ball State University Honors College. He joined Harbour Trust in 2008 with 6 years experience as a Portfolio Manager and Investment Officer at Old National Trust and Horizon Bank & Trust and is currently pursuing the completion of the CFA designation. Brian, along with his wife and two children have recently relocated to Northwest Indiana from Gray, GA.
Susan Kelly – Assistant Trust Officer
Sue brings 16 years of experience working in a highly regulated and confidential environment in the field of Human Resources Management. Sue provides direct administrative support to Bob Rose, President, and Stephanie Oberlie, Vice-President, in serving the special needs of their clients. Sue and her husband, David and their 2 children, have lived in LaPorte County for 10 years.
Deborah Merrill – Administrative Assistant
Debbie holds a BA in Fine Arts from Loras College in Dubuque, IA. She has 12 years banking experience with emphasis on customer service. Debbie and her husband, Dave and their son, Zachary have resided in Michigan City for 20 years. She enjoys the outdoors, watercolor painting, quilting, art and crafts.
Christina Trusty - Administrative Assistant
Chris holds a BLS in Accounting from Purdue University. She has 6 years banking experience with emphasis on Individual Retirement Accounts (IRA), Employee Benefit Plans, and customer service. She has attended several training seminars through Community Bankers Assoc. as well as Bankers Systems. Chris is a life long resident of Northern Indiana and has three grown children. She is an active member of her community and church to include being the financial director for her local Thrivent branch, a fraternal organization that sponsors local as well as national outreach programs.
Susan H. Wright - Operations Manager
Susan is a graduate of Valparaiso University with a B.S. Degree in Business Administration. Before joining the staff at Harbour Trust, she spent over 20 years in retail management where she developed particular strengths in the areas of operations and supervision. Susan was raised in Long Beach, where she currently resides. She and her husband, Bob, have two sons.
Sara E. Russel – Operations Officer
Sara graduated from Valparaiso University in 1992 with a B.S. degree in Meteorology. Prior to joining Harbour Trust in 2007, Sara gained experience in the field of Retail Banking and Trust at First National Bank in Valparaiso, IN. She served as Assistant Vice President & Trust Operations Officer where she was responsible for managing the overall Trust Operations area within the Trust department. Sara has successfully completed the Securities Operations School program offered by Cannon Financial Institute at the University of Notre Dame. She also earned the Certified Securities Operations Specialist designation from The Institute of Certified Bankers in 2004. Sara grew up in Culver, Indiana and moved to the Northwest Indiana area upon graduating from college. She and her husband, Pete, now reside in southern LaPorte County.
Mary Napier – Assistant Trust Officer
Mary started her career in 1983 at a local bank. She worked for 15 years in the Trust Department as a Support Service Specialist. She attended various seminars and has participated in internal training in Trust Operations. Mary was born and raised in the LaPorte County. She is married, has two wonderful daughters and five grandchildren. She is very active with her church.