Ashlee Wochholz was recently promoted to Wealth Investment Officer in INB’s Wealth Division.  Ashlee joined the team in January 2024 and she quickly became an invaluable part of our team.

A Passion for Personal Financial Goals

Ashlee has been passionate about helping clients achieve their financial dreams. A big part of her success comes from her personalized approach to financial planning. In her first year at INB, Ashlee demonstrated her ability to connect with clients on a meaningful level, attracting many new customers to the bank, leading to impressive results. “By understanding their unique financial goals and challenges, I’ve been able to provide tailored advice that truly resonates with them. This personalized approach has not only helped clients feel more confident in their financial decisions but has also helped with creating long-term loyalty,” she explains.

Her dedication to clients goes beyond numbers. Ashlee thrives on creating comprehensive plans that excite and empower clients to take control of their financial futures. Whether it’s building retirement plans or advising on investments, she ensures each client feels confident and supported.

A Leader Among Her Peers

Ashlee’s impact isn’t limited to her client relationships—she’s also a leader within INB’s Wealth Division. As a mentor to new employees, she shares her knowledge and fosters a collaborative team environment. “I believe a strong team is crucial for success,” Ashlee says. “Mentoring new employees allows me to share my knowledge and experience, which improves our overall performance and client satisfaction.”

Her Vision for Growth

As Ashlee steps into her new role, she has big plans for the Bloomington, Champaign and Peoria markets. Her goals include expanding INB’s client base, increasing community engagement, and building strong relationships with local businesses and individuals.

To achieve these goals, Ashlee plans to implement targeted marketing strategies and host educational events to raise awareness about INB’s financial services. “Collaboration and clear communication are key to ensuring seamless teamwork and delivering top-notch service to our clients,” she adds.