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Riverbank Wealth Management

Our Experience   Your Success

Our Clients


WE SERVE FAMILIES WHO DESIRE FINANCIAL CLARITY AND A COHESIVE STRATEGY THAT WILL LAST, POTENTIALLY FOR GENERATIONS. AS STEWARDS OF GREAT WEALTH, THE PEOPLE OF RIVERBANK WEALTH MANAGEMENT ARE AN EXTENSION OF THE FAMILIES WE SERVE.

FAMILY WEALTH


We help families determine and manage the distinct goal sets, preferences and risk tolerance for current and future generations.

BUSINESS OWNERS


We develop and implement wealth management plans that account for all of the family’s assets – especially the business.

TOP EXECUTIVES


We possess expertise in managing concentrated stock portfolios, stock options and deferred compensation plans.


Our Approach 


RIVERBANK WEALTH MANAGEMENT'S SERVICES ARE CUSTOMIZED FOR EACH FAMILY WE SERVE, BUT WITH AN EMPHASIS ON EXECUTING IN A MANNER WHICH ADHERES TO OUR CORE VALUES.

FIDUCIARY PERSPECTIVE


Riverbank will display a culture of care, acting as a true fiduciary in the most noble understanding of the word.

BOUTIQUE APPROACH


Our commitment to maintaining a low client-to-advisor ratio means we strive to provide our clients with the attention they deserve.

EXCLUSIVE RESOURCES


Our institutional-quality investment research and technology partners deliver investment industry insights, customized performance and balance sheet reporting, which provide our clients with the clarity they seek.

Our Team

Dustin E. Leach Photo

Dustin E. Leach

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Dustin E. Leach

AIF® President, Wealth Advisor

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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.

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Melissa M. Clements

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Melissa M. Clements

Director of Client Services

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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 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, and other outdoor activities with their loyal dog, Tootsie.

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Pansy L. Heath

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Pansy L. Heath

Wealth Advisor

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Pansy earned her Bachelor's Degree in Business Administration from Lincoln Memorial University in Harrogate, Tennessee. Her distinguished career as a financial consultant and advisor has encompassed all areas of wealth management. One of Pansy's many strengths is her expertise in launching smart financial planning initiatives. 

Additionally, Pansy is Series 7, 63 and 65 licensed by FINRA and she is licensed for life and health insurance in several states. 

A lifelong resident of Monroe, Michigan, Pansy is a wonderful cook who enjoys creating delicious Sunday dinners for her children and grandchildren.

Anthony J. Burek, MBA Photo

Anthony J. Burek, MBA

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Anthony J. Burek, MBA

Director of Investment Strategies

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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.

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Phil B. Sheffield II

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Phil B. Sheffield II

ChFC, CASL

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Phil joined Riverbank Wealth Management after recently retiring from his Director of Wealth Management position at Fifth Third Bank. Today, he is our top estate planning expert and specializes in structuring estate plans with an incomparably high attention to detail. That focus and the creative solutions Phil engineers are why we're successful at forging legacies for our clients. 

Phil attended the University of Michigan and has over 22 years of experience in the financial services industry and holds American College's ChFC and CASL Certifications. In 2003, Phil was named "Advanced Markets Specialist of the Year" from New England Financial. 

Phil is frequently invited to speak to organizations such as the Toledo Bar Association, St. Vincent's Medical Center Physicians Group and the University of Toledo Medical Center to illuminate the necessity and benefits of proper financial planning. 

A Michigan and Ohio resident for the past 50 years, Phil is a talented woodworker with a devout fan of the University of Michigan. 

Phil is not affiliated with Regulus Advisors, LLC, Regal Investment Advisors, LLC or Riverbank Wealth Management, LLC.

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Diane Gallagher

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Diane Gallagher

Client Service Associate

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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.

Client Portal


HAVING THE ABILITY TO QUICKLY ACCESS YOUR ACCOUNTS IS VERY IMPORTANT TO US. WE PROVIDE A LISTING OF THE SERVICES UTILIZED IN CONJUNCTION WITH RIVERBANK WEALTH MANAGEMENT AND DISPLAY THEM IN A FORMAT THATS EASY TO USE.

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Fidelity Investments

Regulus Advisors

Connect


EMAIL


 missy@riverbankwa.com

ADDRESS


72 W. Front St.
Monroe, MI 48161

PHONE


(734) 457-9123