Our Investment Executives

Al Avila  Al Avila, Senior Investment Executive
  117 E. Joliet St.
  Crown Point, IN 46307
  219-663-5100 Ext. 3711
  Click here to contact Al

 

 

 

Al Avila is a Senior Investment Executive who has assisted individuals, companies, and organizations manage wealth for nearly 20 years. After graduating from Indiana University Northwest with a Bachelor of Science Degree in Business Administration, he began his career as an Investment Executive in 1997 and has been with Centier Bank since 2002. Dedicated to providing the highest level of service to his clients, Al works with individuals and local businesses assisting in areas such as college funding, retirement, estate, insurance, and investment planning. Al has his Series 7, Series 65, and Series 63 securities registrations as well as his Life and Health Insurance License. Al is a lifelong resident of Lake County, Indiana and has a son named Blake. He has also traveled the world over the last 20+ years as a Chief Petty Officer in the United States Navy Reserves.

 

Alan Swingler  Alan Swingler, Senior Investment Executive
  9701 Indianapolis Blvd.  
  Highland, IN 46322
  219-924-6400 Ext. 4320
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Alan joined the Centier family in 1994 and has more than thirty years of experience in the financial services industry, having worked with several substantial companies prior to Centier. In addition to a Bachelor of Science degree in Finance from Indiana University, Alan is a CERTIFIED FINANCIAL PLANNER™ professional, Senior Investment Executive, holds his Series 24 registration, and is a Licensed Insurance Agent. His clients look to him to help protect and enhance their wealth and income. Alan volunteers his time as a pension committee member for a large non-profit company dedicated to providing quality day programs and residential services for the adult mentally-challenged population in Northwest Indiana. Alan and his wife have four sons and live in Munster, Indiana.

 

Kevin Babcock  Kevin Babcock, Senior Investment Executive
  8310 Broadway
  Merrillville, IN 46410
  219-757-5665 Ext. 4505
  Click here to contact Kevin

 

 

 

Kevin Babcock is a CERTIFIED FINANCIAL PLANNER™ professional who has more than 15 years of experience in the financial services industrypassionately serving a select group of families, business owners, and senior level executives. Kevin's clients look to him to assist in the identification of their goals and objectives, save them money, potentially minimize their taxes, and afford them more time for family and all that life has to offer. Kevin's strategies assist his valued clients with the creation, management, and transfer of their hard earned wealth. His mission is to be your trusted adviser, providing you with practical investment ideas and making your financial concerns easier to manage and more secure. Kevin joined the Centier family in 1999. He and his wife have three children and live in Crown Point, Indiana. Kevin is involved with many community organizations such as Lake Area United Way, Merrillville Civitan, and Crown Point youth sports.

 

Lisa Marek  Lisa Marek, Senior Investment Executive
  150 Lincolnway  
  Valparaiso, IN 46383
  219-465-9002 Ext. 2162
  Click here to contact Lisa




 


Lisa joined Centier in 2000 and has been in the Financial Services Industry for more than 25 years. She has been repeatedly recognized for her achievements with selection to Cetera's President's Club from 2007 through 2014. A licensed Senior Investment Executive, Lisa provides personalized, world-class service and is committed to providing the individual attention necessary to help you meet your financial goals in life. Lisa has her Series 7, Series 65, Series 66 securities registrations, and her Life Insurance License. As a resident of Porter County, Lisa is also actively involved in her local community, participating in the Valparaiso's Lion's Club, the Anti-Cruelty Society, and the IOTA Chapter of Kappa Kappa Kappa.

 

Mitch Marcus  Mitch Marcus, Senior Investment Executive
  8020 E. 109th Ave. (Winfield)
  Crown Point, IN 46307
  219-663-0513 Ext. 2209
  Click here to contact Mitch




 


Mitch has more than twenty years of experience in the Financial Services Industry, having worked in Lending, Banking, and Investment Services providing valued advice and practical solutions to help build results for his clients. In addition to a Management Degree with an Industrial Engineering Minor from Purdue University, Mitch is also a Senior Investment Executive, is Indiana Life Insurance Licensed, and has his Series 7, Series 65, Series 6, and Series 63 securities registrations. He joined Centier in 1994. Mitch lives in Valparaiso and is an active member in his community. He is a mentor and a volunteer with DECA (a student marketing/entrepreneur association), is a volunteer with the Porter County Council on Aging (PCACS), and is a member and past treasurer of the Winfield/LOFS Chamber of Commerce.

 

Karen Anastasi

  Karen Anastasi, Investment Executive
  600 E. 84th Ave.
  Merrillville, IN 46410
  219-755-6110 Ext. 1885
  Click here to contact Karen

 

 



Karen joined Centier in 2002 and has more than 20 years of experience in the financial services industry passionately serving a select group of families, business owners and senior level executives. Karen’s clients look to her to assist in the identification of their goals and objectives, save them money, potentially minimize their taxes, and afford them more time for family and all that life has to offer. Karen’s strategies assist her valued clients with the creation, management, and transfer of their hard earned wealth. Her mission is to be your trusted investment executive, providing you with practical investment ideas and making your financial concerns easier to manage and more secure. Karen has her Series 7, Series 63, and Life Insurance licenses. She also achieved the designation of a Retirement Income Certified Professional® from The American College of Financial Services. Karen and her husband have two children. She enjoys volunteering at her church in their Bell Choir as well as spending time with her grandchildren.

 

  Claudia Newell, Investment Executive
  600 E. 84th Ave.
  Merrillville, IN 46410
  219-755-6100 Ext. 1895
  Click here to contact Claudia






Claudia has over 25 years of experience in Wealth Management and Retirement Plan Services. She is responsible for working with individuals and corporations to establish, monitor and manage their retirement plans, as well as implementing solutions to meet their specific situations. Claudia holds a Bachelor's degree from North Central College, a certificate in financial planning from DePaul University, and is a graduate of BAI Trust School. Additonally, she holds a Series 7 and 66 securities registration and insurance license. Newell was a member of the Lady Lions Club, Women in Banking as well as Habitat for Humanity and Meals on Wheels. 

 

Investment Services are available at your convenience by appointment at any Centier Bank office.