Mark Heim is a financial advisor with Primerica Advisors in Evansville, Indiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at PFS Investments Inc., Tri State Systems Inc., and a 21-year tenure at AstraZeneca Pharmaceuticals. Outside of his financial advisory work, Heim has been involved with the McCutchanville Volunteer Fire Department for over two decades. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models with oversight and due diligence.

Sue Johnson is a financial advisor with Primerica Advisors in Evansville, IN, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been associated with PFS Investments Inc. since 2005 and Primerica Financial Services since 2003. In addition to her advisory role, she has experience managing an office for Primerica-related business activities and partakes in referrals for home security and automation products. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and supports accounts with an overlay manager and Pershing custody services.

Mitchell Heim is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials. He has held multiple roles across construction and investment firms since 2021 and has been with Primerica Financial Services since 2017. Heim’s background includes experience at Purdue University and several construction companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody.