IB Wealth Team

Our team approach adds depth and perspective to all that we do for our clients

The IB Wealth Management Team has over 90 years of combined investment and financial planning expertise. Our team of fiduciaries includes Certified Financial Planners™, a Chartered Retirement Planning Counselor (CRPC®), a Certified Wealth Strategist (CWS®), and a Certified Plan Fiduciary Advisor (CPFA®). We are committed to the goals, wishes and wants of our clients. We strive to assist you in being financially independent.

It is our mission to build long-standing relationships that span multiple generations based upon on the values of trust, knowledge, and an elevated client experience.

Justin Cattaneo, CRPC®
^{FVP Program Manager & Sr. Investment Executive}

49785 Van Dyke Ave Shelby Twp, MI 48317

586.731.6159

jcattaneo@ibcp.com

Eric Gandy, CPFA®
^{FVP Program Manager & Sr. Investment Executive}

333 W. Grandview Parkway Traverse City, MI 49684

231.534.9613

egandy@ibcp.com

Jennifer May, CFP®
^{VP, Senior Investment Executive}

4200 E. Beltline Ave Grand Rapids, MI 49525

616.364.5892

jemay@ibcp.com

Saundra Howard, CWS®
^{VP, Senior Investment Executive}

450 S Dexter St Ionia, MI 48846

616.527.5818

showard@ibcp.com

Timothy Lyons
^{AVP, Senior Investment Executive}

1111 W. Caro Rd Caro, MI 48732

989.672.5940

tlyons@ibcp.com

Jennifer Mierendorf
^{AVP Investment Executive}

130 S Bridge St Belding, MI 48809

517.203.3800

jmierendorf@ibcp.com

Mari Calton, CPFA®
^{AVP Investment Executive}

2119 Hamilton Rd Okemos, MI 48864

517.347.2059

mcalton@ibcp.com

Erin Rau
^{Investment Executive}

623 Washington Ave. Bay City, MI 48708

989.260.5275

erau@ibcp.com

Terrence McCarthy
^{AVP Investment Executive}

4200 E Beltline Ave Grand Rapids, MI 49525

616.965.0094

tmccarthy@ibcp.com

Support Team

Bridget Clover

Sales Assistant

616.522.8041

bclover@ibcp.com

Pamela Angellotti

Sales Assistant

616.527.5820

pangellotti@ibcp.com

Daniel Legner

Registered Sales Assistant

989.272.1630

DLegner@ibcp.com

Cetera Investment Services, LLC

Our Investment Executives are registered for securities and licensed for insurance throughout the state of Michigan. We are also registered with Cetera Investment Services LLC, a registered Broker/Dealer and member FINRA/SIPC. Cetera Investment Services is one of the nation’s leading brokerage firms providing brokerage services at banks and credit unions throughout the country.

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We Put Our Clients First

IB Wealth Management takes pride in being Independent.

This means that our advice and recommendations are objective with a plan for you in mind. We do not have any proprietary products which provides you, the client, peace of mind knowing that any advice or recommendations are in YOUR best interest and tailored to achieve your goals and objectives.