Independent Financial & Insurance Services is now IB Wealth Management
Independent Bank recently announced the rebranding of their investment program, Independent Financial & Insurance Services. They will now be IB Wealth Management. The change was made to keep pace with the various changes occurring in the financial services industry and to show customers that Independent Bank can assist with all banking opportunities through the financial planning process.
“We are extremely excited about this change and the future of IB Wealth Management,” said Daniel Dueweke, Vice President, Program Manager of IB Wealth Management. “The name change truly emphasizes the depth and breadth of what our group has to offer, and stresses our focus on financial planning,” The IB Wealth Management team has over 100 years of experience in the financial services industry, and representatives are available across Michigan.
The IB Wealth Management team consists of:
• Daniel Dueweke, CFP® Program Manager | • Jennifer Mierendorf, Investment Executive |
• Raymond Pape, AIF® Senior Investment Executive | • Lisa Murphy, Investment Executive |
• Jennifer May, CFP® Senior Investment Executive | • Arisa Petersen, Registered Sales Assistant |
• Valdine Erskine, Senior Investment Executive | • Mishal Underwood, Sales Assistant |
• Saundra Howard, Senior Investment Executive | • Lori Couturier, Sales Assistant |
• Timothy Lyons, Senior Investment Executive | • Bridget Hogle, Sales Assistant |
• Shelly McEown, Designated Supervisor |
To learn more about IB Wealth Management or contact a representative, visit IBWealthManagement.com or call 800.300.0459.