Dustin is the Managing Director and founding member of the firm. With a broad, multidisciplinary background gained from a vast career in asset management and family wealth planning, he brings a global perspective to Riverbank's client aligned approach to wealth management.

Following the completion of his studies at the J. Frank White Academy, he went on to earn his Bachelor's degree from East Tennessee State University and currently holds the Accredited Investment Fiduciary (AIF) designation. 

His extensive client advisory skills and experience from various positions held at Morgan Stanley and as an Investment Executive with Fifth Third Securities, prepared Dustin for his role as the architect of family wealth planning strategies as well as business management at Riverbank Wealth Management.

Missy is Riverbank's Director of Client Services and holds a bachelor's degree in Finance from Bowling Green State University. She is also a Registered Securities Assistant and holds FINRA licenses 6, 63, 7, 24, and her life and health insurance licenses.  She has obtained her CFP® certification and her CLU® designation.

She enjoys developing strong and significant client relationships, providing guidance and solutions to various challenges, as well as developing efficiencies for our clients' experiences and successes. 

Missy and her husband, Jeremy, enjoy boating, fishing, 4-wheeling, long summer days at the lake, and other outdoor activities with their loyal dog, Tootsie.

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Tony is Riverbank's Director of Investment Strategy. A finance and accounting graduate of the University of Cincinnati and earning an MBA from Bowling Green State University, Tony has more than 23 years of experience as a capital markets professional. From developing asset allocation strategies, implementing risk management techniques, or enhancing income within client portfolios, his expertise and deep knowledge result in recommending practical, yet prudent solutions while simultaneously ensuring clarity and simplicity for our clients. Prior to joining Riverbank, Tony held various roles specializing in risk management, interest rate and credit analysis, option strategies, and portfolio management. 

Tony is a native of southeast Michigan. When not at the office, he prefers nothing more than getting outside and spending time with his family, and can often be found coaching his daughter's youth soccer and basketball teams. He volunteers his time as a guest speaker on the markets at local high schools, and serves as a Board Trustee for the Sight Center of Northwest Ohio.

Cassie is a Financial Advisor with Riverbank. She has worked in the financial industry for over 15 years and enjoys helping people and building personal relationships with her clients. Cassie earned a bachelor’s degree in Business Administration from the University of Toledo, and a master’s degree in Organizational Leadership from Siena Heights University. She also holds her Series 7, 66, and her life and health insurance licenses.

Cassie, and her husband Chad are lifelong residents of Monroe, Michigan. They have four children together, two girls and two boys. They all enjoy being outdoors, riding bikes, and being involved in many different sports activities. Cassie is also an active member of Steward Road Church of God and volunteers with community organizations including Soroptimist International of Monroe County and serves as a board member for the WLI (Women’s Leadership Initiative) for Habitat of Monroe.

Diane resides in Monroe. She has over 20 years of clerical experience working for executive management.

She and her husband, Mike, enjoy camping and fishing with their dog, Sammy. Diane loves spending time with her grandchildren.