MBT Wealth Management
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.
or call 800-321-0032 for more information.