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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 registered broker and also holds licenses in life, variable life, property, casualty and and is Series 7 and 63 registered through UVEST Financial Services. |
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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 for their future. Mark is a registered broker and holds licenses in life, health and variable life insurances as well as Series 6 and 63 registrations through UVEST Financial Services. He prides himself on thorough, professional, personalized investment services. |
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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 a Registered Representative in 2000. He is a fully registered financial advisor with FINRA Series 7, 63 and 65 registrations; and also holds insurance licenses in life, variable, accident and health through UVEST Financial Services.
Devin received his Bachelor of Business degree from the University of Toledo in 2000, having previously attended Concordia College in Ann Arbor. His one great passion is spending quality time with family and friends. He prides himself on working with individuals to build an investment 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 a Registered Sales Assistant to the MBT Investment Consultants. Prior to joining MBT Financial Services she has worked as a Financial Assistant at the firm of Savage and Associates. Jennifer holds Series 6 and 63 registrations through UVEST Financial Services. Jennifer prides herself on being detail oriented and assisting clients in a timely manner. |
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Scott E. Burns
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A Magna Cum Laude graduate of Western Michigan University with a degree in Finance, Scott joined MBT Investment Services in 2009. He has also earned the professional designation of Accredited Asset Management Specialist from the College of Financial Planning.
Prior to coming to MBT, Scott was a financial advisor at Edward Jones Investments. He is a fully registered financial advisor and also holds licenses in life, variable, accident and health through UVEST Financial Services. He focuses in retirement planning and income strategies for retirees.
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Securities, insurance products and investment advisory services offered by UVEST Financial Services and its affiliates. Member FINRA, SIPC, and a SEC registered investment advisor. UVEST and MBT Investment Services are independent entities.
Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.
Member Financial Industry Regulatory Authority (FINRA). For information, please visit http://www.finra.org.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. |
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