For over 85 years... 

our department has assisted individuals, estates and trusts to navigate the complex Federal and State regulations and tax laws.  But, an ever growing portion of our business is to assist our customers with financial planning and individual investing to accomplish their individual goals and objectives.  Meet our advisors that can assist you in today’s ever changing financial markets.

MATT MOSES, CFP®, CTFA

Senior Vice President & Head of Wealth Management
(517) 279-5546

About Matt

MELISSA NATZKE-BARLOW, CFP®

Vice President
Senior Investment Officer
(269) 273-9823

About Melissa

JOSEPH A. SPOERL, CEBS

Vice President
Wealth Management Officer
(269) 585-4306
About Joe

BUZZ S. LEACH, JD, LLM

Vice President
Wealth Management Officer
(517) 279-5654
About Buzz

SHERRIE COCHRAN

Vice President 
Wealth Management Officer
(517) 924-0841
About Sherrie

ALAN LOCKWOOD, CFP®, CRPC®

Vice President
Wealth Management Officer
(269) 279-3570
About Alan

Schedule a meeting with one of our Advisors today!