John Castle, Chairman and Chief Executive Officer of Southern Michigan Bank and Trust recently announced the appointment of Matthew S. Moses as First Vice President, Head of Wealth Management for the Trust Department of Southern Michigan Bank and Trust.
Moses received a bachelor of business administration degree from the Haworth College of Business at Western Michigan University with a Personal Financial Planning/Finance major. In addition, he has earned the distinction of CERTIFIED FINANCIAL PLANNER TM.
His comprehensive investment management and estate and financial planning background make him an exceptional fit for the diverse needs of Southern’s Trust clients. After beginning his career as an account manager for Tisch Investment Advisory, Inc., Moses worked as a financial planner for Plante Moran Financial Advisors, senior investment counselor for StanCorp Investment Advisers, and most recently as a financial advisor for Valeo Financial Advisors, Inc.
“We look forward to Matt bringing his experience to customers in our area, matching his personal background in our markets with his knowledge in the field of financial planning,” stated Chairman Castle. “He grew up in Sturgis, and we are pleased to welcome him home.”
Moses and his wife, Brooke, also a Sturgis native, return to the area with their three young sons, Benjamin, Will and Ryan.
Southern Michigan Bancorp, Inc. is a bank holding company and the parent company of Southern Michigan Bank & Trust. It operates fifteen branches within Branch, Calhoun, Hillsdale, Kalamazoo and St. Joseph Counties and a loan production office in Steuben County, providing a broad range of consumer, business and wealth management services throughout the region. For more information, please visit the Southern Michigan Bank & Trust website at www.smb-t.com.