Stephanie K. Oberlie - Senior Vice President
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.
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
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.
is also a past recipient of the Athena Award.
and her husband, George Adams, currently reside in Porter County.
Sue provides direct administrative support to Bob Rose, President, and Stephanie Oberlie, Vice-President, in serving the special needs of their clients.