Wealth Management Group

Meet the Wealth Management & Investment Team

World Class Banking with a Local Address

Our Wealth Management and Investment Services Team is comprised of seasoned and credentialed professionals including JDs, MBAs, Chartered Financial Analysts (CFAs), Certified Trust and Financial Advisors (CTFAs) and Certified Retirement Services Professionals (CRSPs). Our locally based MBT Wealth Management Team is personally and readily available to clients. All of our clients work with a team of professionals – a client team includes a seasoned administrator and portfolio manager as well as an administrative assistant each of whom have over 10 years of experience.

  • More than 65 years of experience managing assets and investment portfolios.
  • We offer a top performing proprietary investment management process
  • A highly individualized approach to serving the needs of our clients.
  • Portfolio management with the personal goals of our clients at the forefront.
  • Disciplined fiduciary asset management philosophy 
  • Clients are assured their team is positioned to provide proactive contact and to respond quickly to their needs.
  • Access with worldwide research capabilities to give our clients the attention and portfolio performance they deserve.

SCHEDULE A MEETING  

or call 800-321-0032 for more information.

Executive Vice President
Wealth Management Group Manager & MBTeam Mentorship Director
Meet Audrey

Audrey Mistor

Vice President 
Portfolio Manager
Meet Michael

MICHAEL BRYK

Vice President 
Wealth Manager
Meet James

James A. Carolan

Assistant Vice President 
Equity Management Officer
Meet Brandon

BRANDON DIETZ

 

Meet Devin

Devin durocher
MBT INVESTMENT SERVICES*

Vice President
Wealth Management Planner Strategist 
Meet Steve

Steve Goodman

 

Wealth Management Investment Team Officer
Registered Relationship Specialist
Meet Jennifer

jennifer jagodzinski
MBT INVESTMENT SERVICES*

2nd Vice President 
Wealth Manager
Meet Denise

DENISE JONDRO

 

Vice President 
Portfolio Manager
Meet Mark

mark Maisonneuve

Assistant Vice President 
Wealth Management Operations Assistant Manager
Meet Jaime

JAIME MCDONALD

2nd Vice President 
Portfolio Manager
Meet Vicky

VICTORIA MILOSCH

 

Meet Jody

jody myers
MBT INVESTMENT SERVICES*

Senior Vice President 
Managing Director Investments
Meet David

DAVID REVER

Senior Vice President
WMG Managing Director - Operations, Compliance, Strategic Support
Meet Brad

BRAD REYNOLDS

Senior Vice President 
Managing Director Investments
Meet Tom

THOMAS STEELE

Senior Vice President 
Managing Director Administration
Meet Andy

ANDREW WEISENBURGER

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck http://brokercheck.finra.org. 

* Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.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. Monroe Bank & Trust and MBT Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. 

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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