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Meet the Wealth Management Group

                              









Audrey Mistor

 

 

 

Audrey Mistor | audrey.mistor@mbandt.com

Ms. Mistor is a 33 year banker whose experience includes President of Main Street Bank, Director of Retail Products and Services at Republic Bank and positions at Michigan National Bank including Director of Independence One Mutual Funds, Investment Portfolio Manager, Investment Banking Controller, Strategic Planning, Manager of Asset Quality Management and Credit Administration Controller. She currently serves as Executive Vice President Wealth Management Group Manager. Ms. Mistor holds a Master of Science degree from Central Michigan University and a BA from Siena Heights University where she graduated Magna Cum Laude. 

     

Ihab Hamka

 

Ihab Hamka | ihab.hamka@mbandt.com

Ihab joined Monroe Bank & Trust in March 2004 and currently serves as Senior Vice President and Managing Director Administration. He began his banking career at Michigan National Bank as a Credit Analyst in 1991 and moved into Trust Administration in 1993. Prior to joining MBT, Ihab worked in Trust Administration at Citizens Bank for more than nine years as a Vice President & Trust Officer, managing an extensive portfolio of corporate and individual retirement plans.
Ihab is a member of the Michigan Bankers Trust Management Committee.  He earned a Bachelor of Science in Business Finance from Hillsdale College in Hillsdale, Michigan, where he graduated summa cum laude.  Ihab also holds the designations Certified Trust and Financial Advisor (CTFA) and Certified Retirement Services Professional (CRSP) .

     

 
Diane Kamprath

 

Diane Kamprath | diane.kamprath@mbandt.com 

Diane joined the Trust Department of Monroe Bank and Trust in 1988.  She has been promoted through various functions within the department during her tenure and is now Vice President, Managing Director of Operations and Compliance with the Wealth Management Group.  Diane holds a Bachelor of Arts Degree in Management and Organizational Development from Spring Arbor University, and has continued her professional studies at the Midwest Trust School.  She has also completed the academic requirements at Bowling Green State University to become a Certified Financial Planner.

     

Andrew M. Weisenburger

 

Andrew M. Weisenburger  |  andrew.weisenburger@mbandt.com

Andy joined Monroe Bank & Trust in 2007, having previously served as a Relationship Manager in a wealth management group in Toledo, Ohio. In that role, Andy managed over 250 client accounts totaling more than $200M in assets. He also served as a Fiduciary Officer, and gained valuable experience in estate and succession planning, taxes and investments. Andy currently serves as Senior Vice President, Managing Director Administration. Prior to his career in wealth administration, Andy served as an attorney with a Toledo-based law firm. Andy graduated with a Bachelor of Arts from Xavier University in Cincinnati and obtained his Juris Doctor from the University of Toledo.

     

Michael D. Bryk

 

Michael D. Bryk  |  michael.bryk@mbandt.com

Michael D. Bryk is Assistant Vice President, Portfolio Manager. Michael holds a Master of Business Administration degree in Finance from Louisiana State University and a Bachelor of General Studies degree with a concentration in Economics from The University of Michigan.  Prior to joining the MBT Wealth Management Group, Michael was an Energy Mutual Fund co-manager for six years at Munder Capital Management, where he also served five years as Senior Equity Analyst.  His responsibilities included the development of forecasting models and establishing buy / sell criteria.  Michael also held the positions of Equity Analyst and Fixed Income Analyst for four years with Bank One Investment Advisors/ NBD Bank.

     

Denise
Jondro

 

Denise Jondro | denise.jondro@mbandt.com

Denise joined Monroe Bank & Trust in August 1986, and worked in the branch system and auditing before moving to the Wealth Management Group. She currently serves as Second Vice President, Wealth Manager. Denise’s professional development studies have included the Bank Auditing School at Central Michigan University, a Certification in Trust Auditing from Cannon Financial Institute and a 3-year program at the Midwest Trust School. 

     

Kimberly Kowalski

   

Kimberly Kowalski | kimberly.kowalski@mbandt.com

Kimberly Kowalski, C.T.F.A., serves as 2nd Vice President, Wealth Manager.  Prior to joining the MBT Wealth Management Group, Kimberly spent ten years at Comerica Bank, most recently as AVP, Trust & Estate Advisor, where she was responsible for the management of client accounts totaling over $175 million in assets.  She has also held management positions in retail and human resources.  A Magna Cum Laude graduate of Liberty University, Kimberly earned a Master of Business Administration degree from Wayne State University in 2006, and received her Certified Trust & Financial Advisor designation in 2009.   She serves on the Board of Directors for the Dearborn Figure Skating Club.  

 

     
Jaime McDonald  

Jaime McDonald | jamie.mcdonald@mbandt.com

Jaime began her career at MBT in 2004, and has held various positions of responsibility in the Wealth Management Group. She currently serves as Assistant Vice President, Wealth Manager.  A 2002 graduate of Monroe County Community College, Jaime earned a Bachelor of Arts degree with a concentration in management from Siena Heights University in 2004 and completed a Master of Arts degree in Organizational Leadership from Siena Heights in 2010. Jaime serves on the church board at Milan Baptist Church as Church Clerk. She is treasurer of the Friends of the Maybee Library, a member of ENLIST, and serves as Treasurer on the Board of Directors at the Monroe Center for Healthy Aging.

Tammy
McKelvey

 

Tammy McKelvey | tammy.mckelvey@mbandt.com  

Tammy McKelvey joined MBT Downriver in August of 2002 and currently serves as Vice President, Wealth Manager.  Tammy has over thirty years of banking experience serving wealth management and banking clients in various capacities and locations including banks in Tennessee and West Virginia.  She earned a Bachelors Degree in Business Administration from East Tennessee State University and graduated with honors from the Southeastern Paralegal Institute in Nashville.  Tammy has also completed the trust administration program at the Southern Trust School, Birmingham Southern College in Birmingham, Alabama.  

 

     

Victoria
Milosch

 

Victoria Milosch | victoria.milosch@mbandt.com  

 
Victoria joined Monroe Bank & Trust in 1995 and serves as Assistant Vice President, Model Portfolio Manager. Before joining MBT, Victoria worked for two brokerage houses in Toledo.  Educated at the University of Toledo, Victoria earned a Bachelor of Business Administration in Marketing Management and has earned the Certificate in Financial Planning at Bowling Green State University. 

     

James
Neumeyer

 

 James Neumeyer  | james.neumeyer@mbandt.com

Jim brought 30 years of experience with him when he joined Monroe Bank & Trust in July of 2003. He currently serves as Second Vice President, Wealth Manager.   Specializing in retirement plans, Jim is a graduate of the Cannon Financial Institute Trust School, and has obtained the designation of Certified Retirement Services Professional (CRSP). He has earned an Associate Degree in Business Administration from Delta College, and a Bachelor of Arts Degree in Management and Organizational Development from Spring Arbor University. He has also completed the academic requirements through Bowling Green State University to become a Certified Financial Planner.

     

David P.
Rever

 

David P. Rever | david.rever@mbandt.com

As Vice President and Senior Portfolio Manager, David Rever, CFA  leads a team of wealth management professionals in the critical functions of economic and investment analysis, portfolio modeling and reviewing fixed income instrument integrity.   David comes to MBT with over 20 years of extensive experience as a financial analyst and portfolio manager.  His background also includes expertise as a financial planner for high net worth clients.  David worked for 13 years as a portfolio manager and analyst at Birmingham, MI based Munder Capital Management, rising to the position of Senior Fixed Income Analyst.  He also worked in significant analyst positions at Woodbridge Capital and Comerica Bank.  Before entering a career in finance, David helped small business owners and entrepreneurs to plan, finance, launch and grow their businesses as a counselor at the Wayne State University Small Business Development Center.   David graduated from Wayne State University in 1988 with a Bachelor of Science degree in Finance, and is a Chartered Financial Analyst. 

     
     

Thomas Steele

 

Thomas F. Steele | tom.steele@mbandt.com

Tom joined MBT after over 20 years in private banking with companies including National City and Comerica. He has served in a variety of leadership and advisory capacities, primarily working with high net worth individuals to manage their investment, financial and estate planning needs. Tom holds a BA from Aquinas College in Grand Rapids and a Juris Doctor from the Indiana University School of Law.  He currently serves as Business Development Manager.

     
The information above is not intended nor should it be used as a substitute for the advice of an attorney, estate or tax planner, whose advice should be sought to review your personal circumstances and goals.

 

 

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