Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

J. Mark DeSantis

Senior Vice President - Wealth Management
Accredited Asset Management Specialist (AAMS®)
812-231-1866

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Mark is an Accredited Asset Management Specialist® who has been successfully helping clients navigate financial markets since 1996.  Mark emphasizes asset allocation and total portfolio management with a focus on retirement income planning.  He also helps clients with education funding, structures for charitable giving, estate planning, and insurance needs, as well as collaborating with clients to present a customized financial plan based on clients' needs, wants, and wishes.  Mark is FINRA registered and holds Series 7, 63, and 65 securities licenses as well as licenses for life, accident and health insurance, long-term care coverage, and variable annuities.  Mark enjoys automobiles and motorcycles, aviation, exercising, and most importantly, spending time with his family.  He and his wife, Judy, are active in their church and are both graduates of Indiana State University.  They reside in Terre Haute, IN and have three children, Dominic, David, and Caterina. 


Registered States:
AZ, CA, CO, FL, GA, IL, IN, KY, ME, MI, NM, NV, NY, OR, PA, SC, TN, TX, VA, WI


Darcie E. Sheehan

Senior Registered Client Service Associate
812-231-1865
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Darcie joined UBS in 2008 having worked previously at Merrill Lynch.  Her primary focus is delivering exceptional client service, and she handles all operational and scheduling requests for the team. Darcie truly enjoys getting to know her clients and developing a relationship with them and their families.  She is FINRA registered and holds both Series 7 and 66 securities licenses, and currently serves as the Co-Chair of the firm's Team Associate Advisory Council.  She is a dance instructor in the evening and is a classical ballet aficionado.  Darcie obtained both her Bachelor of Science and Master of Arts degrees from Indiana State University.  She is a loyal Chicago Cub's fan and lives in Terre Haute, IN with her husband, Matthew, and their four children, Noah, Camden, Kennedy, and Tatum.


Registered States:
FL, IL, IN, NV, PA, SC