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Meet the MBT Investment Services Team
Dedicated, caring and licensed professionals ready to develop
your unique financial strategy.
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Tom O’Hara
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Tom joined MBT Investment Services in 2003, and currently serves as a Financial Consultant. Tom offers a wealth of knowledge and in-depth financial services experience to the customers he diligently serves. With a keen interest in insurance and financial planning, Tom has accumulated 15 years of invaluable experience with several investment firms. Tom is a licensed broker and also holds licenses in life, variable life, property, casualty and and is Series 7 and 63 licensed. |
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Mark Gruber
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Mark joined MBT Investment Services in 2004, and currently serves as a Financial Consultant. Mark strives to assist clients in achieving their financial goals and providing peace of mind for their future. Mark is a licensed broker and also holds licenses in life, health and variable life insurances. He is also Series 6 and 63 licensed. He prides himself on thorough, professional, personalized investment services. |
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Jeff
Kelley |
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Jeff Kelley joined MBT Financial Services in January 2009 and serves as a Financial Consultant. He advises his clients as he would advise his family, carefully listening to their concerns and dreams, and addressing their needs with empathy and attention to detail. He is a fully registered representative broker and holds licenses in Life, Accident and Health Insurance, Variable Life and Variable Annuities. |
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Devin DuRocher
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Devin joined MBT Investment Services in 2006 as a Financial Advisor. He started his career with Smith Barney in Farmington Hills in 1998, becoming licensed as a Registered Representative in 2000. He is a fully licensed financial advisor with Series 7, 63 and 65 licenses; and also holds insurance licenses in life, health and variable accident and casualty. He prides himself on working with individuals to build a secure financial plan that is tailored to their individual goals and objectives. |
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Jennifer Jagodzinski
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Jennifer Jagodzinski joined MBT Financial Services in February 2009 and is the Sales Assistant to the MBT Investment Consultants. She started her career at Savage and Associates as an Administrative Assistant and graduated from Davis College with an Associate Degree in Business Administration in 2006. She prides herself of being detail oriented and assisting clients in a timely manner. |
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Securities and investment advisory services are offered by UVEST Financial Services, member FINRA / SIPC and an SEC Registered Investment Advisor. UVEST and MBT Investment Services are independent entities. |
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