About Us
Community First Investment Group located at Community First Bank of Indiana, has provided wealth management services to individuals, professionals and small businesses since 2007. We transitioned to LPL Financial LLC, the nation’s largest independent broker-dealer, and Bankers’ Bank Financial Services Network, in January of 2019.
Larry Rolland, Bart Irwin and Karen Munsey, our investment team, have over forty-seven years of combined experience and bring knowledge, guidance, and compassion to every client interaction.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and aim to provide you with only the highest quality information, services, and products to help you pursue your financial goals.
Beyond helping our clients reach their financial goals, we are proud members of our community and serve on various boards and volunteer at various community activities throughout the year.
Team
LPL Financial Advisor
765-456-4341
Larry Rolland is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and currently carries Series 7, Series 66, Series 24 licenses with LPL Financial, as well as...
Bart Irwin
LPL Financial Advisor
765-456-4278
Bart Irwin is an Accredited Investment Fiduciary® (AIF®) and currently carries Series 7, Series 63, Series 65 licenses, as well as Indiana Life and...
Nate Hasto
LPL Financial Advisor
317-399-7504
Nate Hasto carries Series 6, 7, 26 ,63, 65 licenses with LPL Financial, as well as Indiana Life and Health Insurance License. Nate is based in...
Blogs
Paws and Effect - The annual cost of pet ownership and how to reduce costs
There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With...
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5 Year-End Tax Planning Opportunities
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Financial FAQs
From retirement savings to living abroad, here are some of our commonly asked questions.
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