Wealth Management

Looking for a partner to help you build your financial future? We're with you!

Begin laying the foundation today for your family's financial tomorrow.

You have an idea of what you want your financial future to look like and we want to get to know you so we can help you get there. We are committed to understanding you and your needs so that we can offer our experience and knowledge to deliver a tailored financial plan, a LifePlan, that will get you on the right path toward your future wealth management goals.

Annette McClure, CTFA

Executive Vice President
Email
(217) 726-0661

Dallas Lee Whittaker, CFP®, CMFC®, CLU®
Senior Vice President
Email
(217) 547-1371

Cathy Overstreet

Trust Officer
Email
(217) 547-1330

Stacy Foli

Trust Officer
Email
(217) 726-0276

Bridget K. Johnson

Trust Officer
Email
(217) 726-0275

Stephanie Baptist

Trust Officer
Email
(217) 547-1339

Andrew Purdy

Trust Operations Officer
Email
(217) 726-0659

Financial Planning

Connect your finances to your goals with a comprehensive financial plan crafted just for you.

Explore Financial Planning

Investment Management

Let our financial advisors navigate the markets for you and offer you sound investment advice.

Explore Investment Services

Trust Services

Working with you, we'll look at your financial situation and build a plan that offers you a way to reach your wealth objectives.

Explore Trust Services

Insurance

Protecting yourself and your loved ones from life’s unexpected events is the foundation of a balanced LifePlan.

Explore Insurance

Investments are subject to risk, including loss of principal. Investments are not deposits of or guaranteed by Marine Bank, and are not insured by the FDIC.

Start planning your financial future today

Our Wealth Management Team is ready
to help you reach your wealth objectives.