Wealth Team
Our local portfolio managers and trust administrators manage your investments and provide personalized advice.

Wealth Team
Our local portfolio managers and trust administrators manage your investments and provide personalized advice.
Our Experienced Professionals
Learn about our team and get in touch.

Steve is Manager of the Minster Bank Private Wealth Management Group. He has over 20 years of experience in the financial services industry, including working at a nationally known investment company and at a large regional bank. He holds a BA in Accounting from the University of Cincinnati. He is a certified public accountant (CPA). Steve is also a member of the Miami Valley Estate Planning Group, a member and past president of the Minster Civic Association, and Treasurer of the Minster Oktoberfest.

David is an advisor with the Minster Bank Private Wealth Management Group and is based out of the Minster office. He brings over five years of wealth management experience. He specializes in financial and retirement planning with individuals, families, and small business owners. David holds a degree in business from Wright State University.

Nathan is a Certified Financial Planner® with the Minster Bank Private Wealth Management Group and is based out of the Troy and Vandalia offices. He brings over 17 years of wealth management experience. Nathan holds a bachelor’s degree in business management and finance from Arizona State University and a master’s degree from Northern Illinois University.

Lorrie has over 20 years of experience in the financial services industry. She is responsible for administering the trust and brokerage operations of Minster Bank. She has also worked on risk management teams for high-net-worth professionals, reviewing their insurance needs and risk exposures. Her commitment to customer service has earned her the Superior Service Award from two insurance companies for five consecutive years. She has attended the Midwest Trust School at Bowling Green State University, completing Personal Trust 1, 2, and 3. Lorrie also volunteers for local youth education programs, working with at-risk teens in self-esteem building and life coaching.

Magen Carney
Administrative Assistant
Magen is an administrative assistant with the Minster Bank Private Wealth Management Group and is based out of the Minster office. She performs various administrative duties on both the trust and brokerage platforms. She holds a bachelor of science degree in graphic communications from Clemson University. Magen is a native of South Carolina.
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Disclosures
Securities and Investment Products offered through the Minster Bank Private Wealth Management Group: Not FDIC insured. May lose value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency.