Wealth Management Team
First Vice President, Certified Trust Financial Advisor
Cell Phone: (260) 415-6873
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.
Vice President, Certified Trust Financial Advisor
Cell Phone: (260) 449-5543
Sherri has an extensive background in the areas of trust operations as well as the administration of trust accounts, IRA's and investment agencies. Additionally, she is a Certified Trust Financial Advisor and Certified Securities Operations Professional and has 30+ years experience in the trust industry. She is actively involved with a number of charitable agencies, serving on committees at Fort Wayne Center for Learning and Cancer Services of Northeast Indiana.
Vice President, Wealth Advisor and Licensed CPA
Cell Phone: (260) 705-1446
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 Commitee of St. Joseph Community Health Foundation and Developement Committee for the Fort Wayne Children's Zoo. Dave currently serves as a board member at Community Harvest Food Bank and Turnstone Center.
Vice President, Trust and Estate Administration
Cell Phone: (260) 415-4063
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.
Vice President, Wealth Management Investments
Cell Phone: (260) 494-2939
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.
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.
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.