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
(517) 279-5546
About Matt
MELISSA NATZKE-BARLOW, CFP®
Vice President
Senior Investment Officer
(269) 273-9823
(269) 273-9823
About Melissa
About Sherrie
About Buzz
Products provided by Southern Michigan Bank & Trust’s Wealth Management department are not FDIC insured. They may lose value and there is no bank guarantee.
Consult your legal and/or tax advisors before making any financial decisions.
