Born and raised in South Bend, Indiana, Shane Martens is a fourth-generation South Bend native who values long-standing relationships and a strong sense of community. He is a proud Indiana University graduate and has spent nearly three decades helping individuals and organizations navigate important financial decisions with clarity and confidence.

Shane and his wife, Kathy, have four children and three grandchildren. Outside of work, Shane enjoys spending time with family and friends (especially his grandchildren), traveling, and cheering on the Indiana Hoosiers.

Jon is dedicated to helping clients achieve their financial goals. He began his career in 2014 and has spent the majority of his time specializing in investments and portfolio management. He is a CERTIFIED FINANCIAL PLANNER^® professional and brings a thoughtful, disciplined approach to helping clients build and manage their wealth.

Jon earned a bachelor’s degree in finance from Ball State University. A native of Homer Glen, Illinois, he now resides in Granger, Indiana, with his wife, Paige, and their three sons. Outside of the office, Jon enjoys spending time with his family, playing golf, and staying involved in his children’s sporting activities. 

With more than 25 years in the financial industry, Lori is known for delivering a high level of client service and operational support. She partners closely with Shane and Jon to streamline processes, coordinate client needs, and provide a seamless experience. Lori holds the Certified Trust and Fiduciary Advisor (CTFA) designation and strives to bring a detail-oriented, proactive approach to every interaction.

Originally from Elkhart, Indiana, Lori earned her bachelor’s degree in business administration from Bethel University in Mishawaka. She and her husband, Dave, have six adult children and five grandchildren, and they enjoy spending their free time traveling to visit family.