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Meet the MBT Investment Services Team

Dedicated, caring and registered professionals ready to develop your unique financial strategy.

 






Tom O’Hara

  

Tom O'Hara | tom.ohara@lpl.com

Tom joined MBT Investment Services in 2003, and currently serves as a Financial Consultant. Tom offers a wealth of knowledge and in-depth financial services experience to the customers he diligently serves. With a keen interest in insurance and financial planning, Tom has accumulated 15 years of invaluable experience with several investment firms. Tom holds licenses in life, variable life and is Series 7 and 63 registered through LPL Financial. 

     
     





Devin DuRocher

 

Devin DuRocher | devin.durocher@lpl.com

Devin  joined MBT Investment Services in 2006 as a Financial Advisor. He started his career with Smith Barney in Farmington Hills in 1998, becoming a Registered Representative in 2000. He is a fully registered financial advisor with FINRA Series 7, 63 and 65 registrations; and also holds insurance licenses in life and variable through LPL Financial.

Devin received his Bachelor of Business degree from the University of Toledo in 2000, having previously attended Concordia College in Ann Arbor. His one great passion is spending quality time with family and friends. He prides himself on working with individuals to build an investment plan that is tailored to their individual goals and objectives.   

     
     






Jennifer Jagodzinski

 

Jennifer Jagodzinski | Jennifer.jagodzinski@lpl.com

Jennifer Jagodzinski joined MBT Financial Services in February 2009 and is a Registered Sales Assistant at MBT Investment Services. Prior to joining MBT Investment Services she has worked as a Financial Assistant at the firm of Savage and Associates. Jennifer holds Series 6 and 63 registrations through LPL Financial.  Jennifer prides herself on being detail oriented and assisting clients in a timely manner. 

     










Vera
Johnson

 

 

Vera Johnson l Vera.Johnson@lpl.com

Vera Johnson, CIMA, CFP, Ch FC joined MBT Investment Services in 2011 and currently serves as a Wealth Advisor and Chartered Retirement Planning Counselor.  She prides herself on working with individuals to build an investment plan that is tailored to their individual goals and objectives.

Vera is fully registered financial advisor and also holds licenses in life, variable and health through LPL Financial.  In addition, she has received Certified Financial Planner and Chartered Financial Consultant designations through the American College as well as the Certified Investment Management Analyst designation through the Wharton School of Business.

She spent the past 10 years working in the financial management industry with Morgan Stanley and most recently Merrill Lynch. Prior to that Vera spent over10 years as a Director with the William Beaumont Hospital Foundation. Vera received her Masters of Science degree in Finance from Walsh College, and her Bachelors of Science in Biology and Bachelors of Arts in Liberal Arts from Michigan State University.

     

 

 

 

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC. Insurance products offered through LPLFinancial or its licensed affiliates.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Michigan, Ohio.

 

 

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