Evansville, IN N Green River Road Office

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 63 and Series 65 credentials. Though new to the industry, he has worked in various roles including positions at construction firms and Purdue University before joining Primerica Financial Services in 2017. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs a model-delivery approach with support from third-party asset managers and custodians.