Wealth Management Team

 

Joe Byers

Joe Byers

First Vice President, Certified Trust Financial Advisor

Joe has over 40 years of banking and trust experience. He was instrumental in the establishment and growth of iAB’s Wealth Management Department. Joe serves on the Board of Directors for Cancer Services of Northeast Indiana, Fort Wayne Area Youth For Christ and Visiting Nurse and Hospice.

Sherri Chaney

Sherri Chaney

Vice President, Certified Trust Financial Advisor

Sherri has an extensive background in the areas of trust operations as well as the administration of trust accounts. Additionally, she is a Certified Securities Operations Professional and has 25+ years experience in the banking industry. 

Dave Fee

Dave Fee

Vice President, Wealth Advisor and Licensed CPA

Dave has 30+ years’ experience in trust administration/estate planning and attended both National and Graduate Trust Schools. Dave has a BS in Business Administration from IU. He has served as a board member for Cancer Services of Northeast Indiana, on the Finance Committee of St. Joseph Community Health Foundation and Development Committee for the Fort Wayne Children's Zoo. Dave currently serves as a board member at Community Harvest Food Bank and Turnstone Center.

Becky Hillyard

Becky Hillyard

Vice President, Trust and Estate Administration

With over 30 year's experience in Trust and Estate Administration, Becky has vast expertise in helping clients making trust decisions. She is a certified Trust Financial Advisor and a graduate from the American Bankers Association National Graduate Trust School. In addition, she is a member of the Fort Wayne Estate Planning Council.

Travis McEowen

Travis McEowen

Vice President, Wealth Management Investments

Travis has worked in the investment management and trust industry for more than 14 years and is an Accredited Fiduciary Investment Manager. He is experienced in managing complex investment portfolios for fiduciary and investment management accounts, as well as public and private foundations and endowments. He currently serves on the Investment Committee for the Community Foundation of Greater Fort Wayne.

Jared Wurtzel

Jared Wurtzel

Assistant Vice President, Portfolio Manager

Jerry Harms

Jerry Harms

Investment Advisor

Jerry has 45 years of experience in security analysis and portfolio management. He has a history of managing personal trust and investment agency accounts for high net worth clients, as well as numerous large foundations.

Alice Kopfer

Alice Kopfer

Administrative Advisor

During her more than 30 years in the trust industry, Alice has administered trust, investment and charitable accounts worth more than $500 million. She currently serves on the Finance Council for the Diocese of Fort Wayne/South Bend.

Financial Services Team