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Experience the Difference of Working with a Client-Focused Firm

We Develop Meaningful Strategies for Individuals Seeking Investment & Financial Planning Advice

Preparing for your future is a process that needs to be carefully considered. Located in Tell City, Indiana, ONYX Private Wealth provides the insight and direction to help you build a comprehensive retirement plan that is focused on fulfilling your individual needs and financial goals.

Established in 1965, we have the industry experience and know-how to address your unique objectives. Since our founding, our mission has been to provide you with the expertise, sound judgment and personalized service you deserve, so that you can confidently pursue your financial goals.

Here’s What You Can Expect From Our Working Relationship

High Level of Client Service

High Level of Client Service

We’re committed to providing a welcoming environment and an in-depth experience that begins with you.

Professional Designations/Education

Professional Designations/Education

Our Private Wealth Advisor has earned the CFP® designation and delivers strategies with that extensive knowledge in mind.

Team-Based Approach

Team-Based Approach

Upon meeting with us, you’ll find confidence in working with our team as a whole. No matter where you’re at in your journey, we’ll take a collaborative approach to meet your needs.

Community Driven

Community Driven

We’re incredibly proud of the community we were each raised, live and work in. To that end, we sponsor local events and remain passionately involved.

We’re Happy To Help

A locally focused firm, we enjoy working with those who are seeking financial education, no matter their location, wealth status or occupation. Our goal is to help you achieve a successful retirement and live the life you strive for.

Discover Our Services

A Group Dedicated

To Your Long-Term Success

Meet Your Team at ONYX Private Wealth

J. Kevin Waninger, CFP®, MBA

Private Wealth Advisor

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J. Kevin Waninger, CFP®, MBA

Private Wealth Advisor

Email: JKWaninger@OnyxPW.com

Kevin and his wife, Kim, have been married for more than 33 years and are proud parents of three children and one grandchild, Scarlet. Their daughter Klyne earned both her BS in speech/hearing sciences and her doctorate in audiology (AuD) at Indiana University. She owns and operates a private audiology practice, Clarity Audiology, in Tell City. Their son, Mason, earned a double BS in finance and accounting in addition to his MBA at the Kelley School of Business at Indiana University. He is a financial planning analyst at Onyx Private Wealth. Their younger daughter, Mia, is a 2024 graduate of Tell City Jr./Sr. High School. She is pursuing a B.S. in Nursing at the University of Southern Indiana, with hopes of becoming a Registered Nurse and Nurse Practitioner.

One of Kevin’s greatest passions is watching and supporting LSU athletics. Geaux Tigers! As a former runner, Kevin completed the OneAmerica 500 Festival Mini-Marathon. As an avid cyclist, he has completed the RAIN Ride (Ride Across Indiana) and rode the entire 472 miles of the Blue Ridge Parkway.

Qualifications

CERTIFIED FINANCIAL PLANNER™ professional

Top Areas of Focus

Retirement Income Strategies
Business Retirement Plans
Investment Management

Awards & Recognition

AdvisorHub Top 100 Solo Advisor to Watch, 2024*
AdvisorHub Top 100 Solo Advisor to Watch, 2023*
Forbes Best-In-State Wealth Advisors, 2024**
Forbes Best-In-State Wealth Advisors, 2022**
Forbes Best-In-State Wealth Advisors, 2020**
Forbes Best-In-State Wealth Advisors, 2018**

*2023, 2024 AdvisorHub Advisors to Watch, created by AdvisorHub. The 2024 award was presented on 06/20/24, based on data as of 12/31/22 - 12/31/23. 1,987 advisors were considered and 1,000 advisors were recognized. Advisors were ranked and then sorted into their respective categories. Advisors do not pay a fee to be considered. Not indicative of advisor’s future performance or the quality of investment advice. Your experience may vary. For more award information, click here (https://www.advisorhub.com/advisors-to-watch-solo-2024/).

**2018, 2020, 2022, 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2024 award was presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t.

Kevin Waninger is proud to have been recognized as a Chairman's Level advisor for 2023 and 2022, and a Leaders Level advisor for 2023, 2022, 2021, and 2020—distinctions based on annual production that place him among the top 3%, 4%, 6%, and 10% respectively, of advisors affiliated with Commonwealth Financial Network®.

Education

Master of Business Administration, Louisiana State University, Baton Rouge, Louisiana, 1990
Bachelor of Science, Marketing, University of Southern Indiana, Evansville, Indiana, 1988

J. Mason Waninger, MBA

Financial Planning Analyst

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J. Mason Waninger, MBA

Financial Planning Analyst

Email: MWaninger@OnyxPW.com

Mason is a 2020 graduate of the 3/2 MBA Program at the Indiana University Kelley School of Business. Through this program, Mason achieved a bachelor’s degree in both finance and accounting with high distinction, followed by a master of business administration (MBA), concentrating in financial analysis. In his time at IU, Mason was a Kelley Coin recipient. Kelley Coins are presented to students that embody the values of a “Kelley”: integrity, accountability, perseverance, appreciation, and engagement. Mason has his FINRA Series 7 and Series 66 securities registrations, as well as his life, health, and accident insurance license.

Sports have played a big role in Mason's life. This passion began when he started wrestling at the age of 4. He earned 10 varsity letters by participating in multiple high school sports: wrestling, golf, and soccer. Being out of his prime, he has resorted to playing casual golf, lifting weights, and cheering on LSU athletics to fulfill that desire for sports. Other hobbies include hunting, hanging out with friends, and watching YouTube videos.

Mason married his wife, Valorie, on January 21, 2023. They are very excited to start their journey of life together. Their favorite things to do together are playing with their dogs (Cooper and Winnie), going on date nights, and watching Netflix.

Maddie Dauby, CPA

Financial Planning Analyst

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Maddie Dauby, CPA

Financial Planning Analyst

Email: MDAUBY@OnyxPW.com

Maddie is a 2019 graduate of the Indiana University Kelley School of Business with a double bachelor’s degree in finance and accounting. Maddie was honored as being a Founder’s Scholar during her tenure at Indiana University. She volunteered as a coach in the Peer Coaching Program, a free tutoring service at the business school. Maddie grew up a Hoosiers fan, so she enjoyed cheering on the IU basketball team. Maddie has her FINRA Series 7 and Series 66 securities registrations, and has earned her life, health and accident insurance license.

Maddie graduated from Perry Central High School in 2016 as valedictorian of her class. Maddie was a member of the Perry Central volleyball team, playing on the first girls' sports team to win a regional championship for Perry Central. She was awarded the Daughters of the American Revolution Perry County Good Citizen Award in recognition of her dependability, service, leadership, and patriotism. She was a member of various academic teams and enjoyed attending a variety of sporting events.

In their free time, you can find Maddie and her husband, Phillip, spending time with their son, Wesley, and enjoying the outdoors of Southern Indiana. Maddie's hobbies include hiking, kayaking, and boating with family and friends.

Lori Burns

Director of Operations

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Lori Burns

DIRECTOR OF OPERATIONS

Email: LBurns@OnyxPW.com

Lori and her husband, Kevin, reside in Spencer County on a small farm. They are the parents of two children. Their son, Lane, is a veteran of the United States Air Force and a graduate of Kentucky Wesleyan College with a degree in Business. Their daughter, Jenna, also a graduate of Kentucky Wesleyan College, holds a degree in Zoology.

Lori enjoys spending time with her family; and hiking, camping and trail riding are among her favorite hobbies.

Qualifications

Lori has more than 35 years of client service experience, of which the past 25 have been spent as a member of Kevin's team.

Lori graduated from Vincennes University Jasper Campus with an associate's degree in business finance.

Roles & Responsibilities

Lori is responsible for client service, business processing and appointment scheduling.

Darla Goffinet

Finance Manager

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Darla Goffinet

FINANCE Manager

Email: DGoffinet@OnyxPW.com

Darla and her husband, Chris, live just outside of Tell City in the home where they raised their three children. Lauren is a history teacher at Apollo High School and lives in Owensboro with her daughters: 5-year-old, Blake, and new baby, Tatum, (the stars of the family!). Sarah lives in Evansville and works as a graphic designer. Reed and his dogs live in Tell City; Reed is a plumber with Walsh Plumbing.

Darla and Chris spend their spare time with their children and granddaughters and enjoy flower and vegetable gardening, woodworking, their goldfish ponds and reading.

Qualifications

Darla has 39 years of experience in the legal and financial fields, of which the past 28 have been spent as a member of Kevin's team.

Roles & Responsibilities

Darla's primary responsibilities are bookkeeping, licensing and compliance. She is also responsible for organizing and coordinating all marketing activities and client touches.

Discover What It Means to Partner With a Seasoned

Financial Planner With Years of Experience

No Matter Your Level of Wealth, We’ll Work With You To Pursue Your Goals

Through a comprehensive process for managing your financial life, we’ll create a long-term plan that is customized to your needs.

By getting to know you and learning more about the lifestyle you’d like to achieve, we’ll determine which wealth strategies are best for you.

Accumulation

Through accumulation planning, we’ll address your investment needs, asset allocation and the suitability of different types of securities, in light of your goals and risk tolerance.

Retirement Planning

In order to prepare for the retirement chapter you dream of, we’ll evaluate your current financial standing and develop a strategy that will help you achieve your long-term goals.

Estate Planning

Together, we’ll work to create a master plan for the management of your property during life and the distribution of that property at death.

Risk Management

In risk management, the goal is to minimize financial and other losses potentially associated with risks to your assets, business or health.

Business Planning

If you’re a business owner or shareholder, we’ll focus on your financial success in terms of its immediate impact on your family’s economic security.

Taxation

Tax planning considers the tax implications of individual, investment or business decisions, usually with the goal of minimizing tax liability.

It Starts With Creating a Comprehensive Plan

Upon exploring these modules in detail, we will determine which ones require our immediate attention and those that are more long-term in nature. With these details in mind, we will create an implementation plan for your financial future.

Discover How to Get Started

We Take a Personalized Approach To Support Your Financial Goals

Working together, we will help clarify and ultimately simplify the complexities of your financial life. By focusing on managing your wealth in a straightforward manner, we’re able to determine not only your goals but the meaning they hold in your life.

Our Planning Process

Whether you’re focused on the management of your portfolio or have specific financial goals, our process begins and ends with you.

Consistent Communication Is Key to the Longevity of Your Plan

In an effort to adequately address your needs, we offer "PPS Custom" clients 3 or 4 appointments annually. But, because we know life happens, our team is available to discuss your needs when they arise.

Are You Ready To Get Started?

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Begin Your Financial Journey

With ONYX Private Wealth

Proudly Serving Clients Locally and Throughout the U.S.

While our home base of Tell City, Indiana may be small, our reach is large. We serve clients in 28 states, from North Carolina to California and Florida to New York. Whether in person, over the phone or virtually, our team looks forward to learning more about you in order to help you achieve your goals.