Making confident financial decisions often requires more than great banking. It requires trusted advice that connects every part of your financial life.

That is why INB is excited to welcome Manny Mikaelson and TPH Strategies to the INB family, expanding our ability to provide integrated tax planning, wealth management, trust, and banking services for individuals, families, and businesses throughout central Illinois.

Bringing Tax and Financial Planning Together

For more than 40 years, the Springfield tax practice originally founded by the late Don Fuener has built lasting relationships with clients through personalized tax and accounting services. Since acquiring the practice in 2023, Mikaelson has continued that tradition while serving more than 600 clients across Central Illinois.

As those relationships grew, so did clients' financial planning needs.

Many clients were looking for guidance that extended beyond annual tax preparation, including retirement planning, estate strategies, investment planning, and long-term wealth management.

By joining INB through the INB Wealth team, clients now have access to a broader team of financial professionals while continuing to work with the trusted advisor they already know.

"Joining forces means my clients keep the personal relationship they've always had with me, while gaining access to the broader financial resources of a respected, locally rooted institution. It's the best of both worlds, for them and for me." Says Manny Mikaelson Enrolled Agent, Osaic Institutions Wealth Associate, INB Wealth Officer.

Expanded Services for Clients

As a Tax Planning Associate with INB Wealth, Manny will continue providing:

• Tax preparation
• Strategic tax planning
• IRS representation
• Bookkeeping services

Clients who have broader financial planning needs may also be introduced to other professionals across INB, including trust and investment professionals, when appropriate.

This collaborative approach helps clients make more informed financial decisions while working with a team that understands their complete financial picture.

Supporting Your Financial Journey

At INB, our goal has always been to build lifelong relationships with our clients. Whether you are preparing your taxes, planning for retirement, growing your business, or preserving wealth for future generations, our team is committed to helping you navigate every stage with confidence.

"We're excited to welcome Manny because he brings tremendous expertise that strengthens our ability to help clients make confident financial decisions," said Chris Parks, Osaic Institutions Investment Advisor Representative, Senior Vice President, INB Wealth.

Learn More

If you are looking for personalized tax services backed by the resources of a full-service financial institution, we'd love to help.

Contact Manny Mikaelson today

Osaic Institutions does not provide tax advice.