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, Executive Vice President Trust & Investment Management

Annette McClure, CTFA

Executive Vice President

(217) 726-0661

Read Bio

Dallas Lee Whittaker, Senior Vice President

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

Read Bio

Cathy Overstreet, Trust Officer

Cathy Overstreet

Trust Officer

(217) 547-1330

Read Bio

Stacy Foli, Trust Officer

Stacy Foli

Trust Officer

(217) 726-0276

Read Bio

Bridget Johnson, Trust Officer

Bridget K. Johnson

Trust Officer

(217) 726-0275

Read Bio

Stephanie Baptist Trust Officer

Stephanie Baptist

Trust Officer
(217) 547-1339

Read Bio

Andrew Purdy Trust Specialist

Andrew Purdy

Trust Operations Officer
(217) 726-0659

Read Bio

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


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. 

Contact Us