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

MARY P. MARSHALL, CTFA

Vice President
Wealth Management Officer
(269) 585-4305
 
About Mary

MELISSA NATZKE-BARLOW, CFP®

Vice President
Senior Investment Officer
(269) 273-9823
About Melissa

R. DAVID RUMSEY, CPA

Vice President
Senior Investment Officer
(517) 279-5608
 
About Dave

JOSEPH A. SPOERL, CEBS

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

JOSHUA WILL, CFIRS

Vice President
Wealth Management Officer
(517) 279-5594
About Josh
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Schedule a meeting with one of our Advisors today!