Brent Sternberg, CFA®
Executive Vice President, Head of Trustemail
Brent has over 18 years of experience in the financial services industry and holds a Bachelor's degree from the University of Evansville. He leads the Department and is actively involved in portfolio management. Previously, he served as the Director of Equities for Old National Wealth Management. He has earned the Chartered Financial Analyst (CFA®) designation, and is a member of the CFA Institute and the CFA Society of Indianapolis. Brent is also a Board Member of the Dubois County Community Foundation, Tri-County YMCA, the University of Evansville Alumni Board, and the Catholic Foundation of Southwestern Indiana. He is also a member of the Finance Committee of St. Joseph Church in Jasper, Indiana.
Senior Vice President, Chief Investment Officeremail
Dave has over 25 years of Trust experience and holds degrees in Finance, Economics, and Management from the University of Southern Indiana. He analyzes the securities in which funds are invested, monitors performance, and develops new investment policies and practices. He currently serves on the boards of directors for the YMCA of Southwestern Indiana, the Evansville Association for the Blind, Vanderburgh Community Foundation, and serves on the Community Foundation Alliance Investment Committee.
Alan W. Van Cleef, CFP®
Senior Vice President, Senior Wealth Advisor & Trust Officeremail
Alan has over 28 years of wealth management experience and specializes in trust and estate administration, as well as estate and financial planning. Prior to relocating to family roots in southwestern Indiana, Alan served in trust officer roles in Florida, Tennessee and North Carolina. He has a Bachelor's degree in Economics from Newberry College, has earned the Certified Financial Planner (CFP®) designation and has attended a number of Cannon Financial Institute programs. Alan has served on the board of several charitable organizations including the American Red Cross and the All Faiths Food Bank and has been an Estate Planning Council member for over 20 years.
H. Alvin Basham, CTFA, CFP®
Senior Vice President, Senior Wealth Advisor & Trust Officer
Alvin has over 20 years of experience in the financial services industry and holds a Bachelor of Science degree from the University of Southern Indiana. He has completed courses of study with Cannon Financial Institute and the College for Financial Planning and is a member of the Evansville Estate and Financial Planning Council. Alvin is a CERTIFIED FINANCIAL PLANNER™. He is responsible for portfolio management and personal trust administration with German American. He currently serves on the boards of directors for the Boys & Girls Club of Evansville and the University of Southern Indiana Foundation.
Donna Sholtis, CWS®, CRP S®
Senior Retirement Plan Services Officer
Donna is a graduate of the University of Southern Indiana with a Bachelors of Science Degree in Business. She has over 20 years of experience in the financial services and wealth management industry. Donna is a Certified Wealth Strategist®, a Chartered Retirement Plan Specialist®, and is a member of the Evansville Estate and Financial Planning Council. Donna is responsible for retirement plan administration, helping companies design, install, and efficiently maintain their company retirement plans. Donna enjoys giving back to the community and has served on many not-for-profit, community, and civic boards.
Vice President, Wealth Advisor & Trust Officeremail
Patti earned Banking Degrees from Wabash Valley College and the American Bankers Association. She is a graduate of Cannon Trust School, Illinois Bankers Association Trust School and has served on the Illinois Bankers Association (IBA) Educational Planning Board. Patti has over 34 years of experience in banking and Wealth Management, and is responsible for the administration of personal trusts, estate administration, and farm management trusts. She is a member of the Evansville Estate and Financial Planning Council, Grayville Lions Club, Grayville Library Boosters Inc., serving as its Vice President and Financial Treasurer, and Trustee of the Grayville First United Methodist Church. She has extensive experience in farm management trusts.
Vice President, Senior Wealth Advisoremail
Jim has over 10 years of financial industry experience and was a partner with Access Partners, LLC, a premier fee-based investment management and institutional consulting firm specializing in bank wealth management and trust investment management and operations. Jim has vast experience in client relationship management and was the liaison between the firm, clients, (trust companies’ client advisors, portfolio managers, due diligence officers, etc.) and SMA Managers. Jim has working knowledge of institutional due diligence processes and was a member of the Access Partners Investment Committee. He started his career in the investment business in the mid 1990’s as a financial planner and investment manager with a Registered Investment Advisor firm in Evansville, Indiana after graduating from the University of Southern Indiana. He serves as Vice President of the Evansville Kidney Association, and co-chair of the Tradition Classic benefiting the Evansville Catholic High Schools.
Vice President, Wealth Advisor
John has over 40 years of experience in the financial services industry and holds a Bachelor’s degree in Business from Hanover College. He is responsible for Trust, Estate, and Guardianship Administration as well as being a member of German American’s Trust Administrative Committee. John is active in local charitable organizations including the Salvation Army, Spring Cemetery Association, Like White Boys & Girls Club, and Washington Volunteer Fire Co. #2. John is also an active member of the Hoosier Hills Estate Planning Council.