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About Our Firm

Our Firm

Investment Center at Crossroads Bank offers all-encompassing services for our clients, stemming from our fee-based advisory model. Our reputation thrives on our high-level of customer satisfaction, where in a small, rural community, reputation matters. When our clients are truly confident in their financial stability, we have done our job.  We serve Wabash County, Miami County, Whitley County, and the Kosciusko County in a multitude of areas:  financial advising through the many milestones of life, retirement planning and guidance throughout retirement, and assisting with tax strategies that serve each client in each independent situation. We also serve clients throughout the United States. 

Our Commitment

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Investment Center at Crossroads Bank can help you every step of the way.  We are committed and focused on you as our client, offering a wide variety of investment strategies that fit your individual need, including: fee-based money management, mutual funds, stocks, bonds, retirement accounts, corporate retirement plans, etc.

Our Principle

Regardless of your situation, financial matters can be daunting. In addition to managing and striving to grow your money, the experienced staff at Investment Center at Crossroads Bank aims to provide a continued education that will strengthen our working relationship.  Most importantly, we will always maintain the fiduciary standard, meaning you as our client ALWAYS come first.

Jarrod McKee

Jarrod McKee, AAMS®

President of Investment Center



Tony Pulley

Tony Pulley, CLU, ChFC

Executive Vice President of Investment Center



Jacob Williams

Jacob Williams

Client Services Representative


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