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Wealth Management Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients

The IB Wealth Management Team has over 135 years of investment and planning experience combined and are dedicated to continually expanding our level of knowledge. Currently our staff includes two Certified Financial Planners ™, an Accredited Investment Fiduciary (AIF®), a Certified Wealth Strategist (CWS®) and several other registered Investment Executives along with two licensed Sales Assistants. We are focused on your individual goals and objectives and strive to assist you in being financially independent. It is our mission to build a long standing relationship that spans multiple generations based on trust, knowledge, and superior service.

Daniel Dueweke, CFP®

Daniel Dueweke, CFP® FVP, Program Manager

623 Washington St Bay City, MI 48708

989.892.3555

Ray Pape, AIF®

Ray Pape, AIF®
VP, Senior Investment Executive

144 S Main St Leslie, MI 49251

517.589.6914

Jennifer May, CFP®

Jennifer May, CFP®
VP, Senior Investment Executive

4200 E. Beltline Ave Grand Rapids, MI 49525

616.364.5892

Saundra Howard, CWS®

Saundra Howard, CWS®
VP, Senior Investment Executive

450 S Dexter St Ionia, MI 48846

616.527.5818

Timothy Lyons

Timothy Lyons
Senior Investment Executive 

1111 W. Caro Rd Caro, MI 48732

989.672.5940

Jennifer Mierendorf

Jennifer Mierendorf
Investment Executive

130 S Bridge St Belding, MI 48809

517.203.3800

Dimitri Hountalas

Dimitri Hountalas
Investment Executive

201 W Big Beaver Troy, MI 48084

248.689.1200

Mari Calton, CSSCS

Mari Calton, CSSCS
Investment Executive

2119 Hamilton Rd Okemos, MI 48864

517.347.2059

Bradley Bach

Bradley Bach
Investment Executive

1615 West Center Ave Essexville, MI 48732

989.894.7037

Justin Leak, CSSCS

Justin Leak, CSSCS
Investment Executive

12368 Riley St Holland MI 49424

231.995.8020

Eric Gandy, CPFA®

Eric Gandy, CPFA®, Investment Executive

333 W. Grandview Parkway Traverse City, MI 49684

231.534.9613

Justin Cattaneo, CRPC®

Justin Cattaneo, CRPC®
VP, Senior Investment Executive 

49785 Van Dyke Ave Shelby Twp, MI 48317

586.731.6159

Support Staff

Arisa Petersen

Arisa Petersen

Registered Sales Assistant

616.522.8040

Bridget Clover

Bridget Clover

Sales Assistant

616.522.8041

Kelsie Beeler

Kelsie Beeler

Sales Assistant

616.522.8043

Pamela Angellotti

Sales Assistant

616.527.5820

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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Client Centered

Client Centered

IB Wealth Management takes pride in being Independent.

This means that our advice and recommendations are free from bias or conflicts of interest. 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.