Todd Harvey

Todd Harvey Affiliate IA Executive, Western Michigan Private Bank Team View Bio

At Fifth Third Private Bank Western Michigan, our team of professionals is focused on more than getting to know your financial objectives—we're focused on getting to know you, too.

Understanding your situation and values is key to creating a wealth management plan that addresses your unique needs. Our comprehensive list of wealth management solutions includes investment management, wealth planning, private banking, risk management, and trust and estate services. We also work seamlessly with your outside advisors, such as your attorney and accountant, so you receive a fully integrated program focused solely on what's right for you.

We invite you to meet our team members and learn more about how Fifth Third Private Bank can help you. Explore the positions listed below or call us at (616) 653-5382 to get started.

View Private Bank Advisor Role Descriptions
  • Wealth Management Advisor - Serves as your coordinator and consultant in all matters of wealth management. Collaborates closely with a team of Fifth Third specialists to identify and deliver the investment solutions that best fit your objectives.
  • Private Banker - Help manage your portfolio and provides deposit and lending guidance. Works with professionals throughout our various services departments to ensure all of your financial needs are addressed.
  • Portfolio Manager - Assists in the development of your personal investment policy guidelines. Makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
  • Wealth Planner - Serves as Wealth Planning resource for client relationships. Provides professional consulting services and solutions through the development, delivery and implementation of all facets of wealth planning including matters of estate, tax, insurance, investments and retirement.
  • Trust Officer - Serves as a relationship manager and fiduciary advisor for trust administration and estate planning. Acts impartially in managing and distributing your trust property, while keeping the interests of you and your beneficiaries at the forefront.
  • Private Bank Investment Executive - Partners with a Wealth Management Advisor to provide brokerage and investment management services. Develops investment strategies and provides ongoing adjustments to keep your financial objectives on track.
  • Insurance Specialist - Works with you and your Wealth Management Advisor to help choose the type and level of insurance protection that is right for you, your family and your business.

PRIVATE BANK INVESTMENT EXECUTIVES

Shawn Healy
Private Bank Investment Executive

(616) 653-5244  •  Email Me   •  View Bio

WEALTH PLANNERS

Robert Gilbreath
Wealth Planner

(517) 351-0322  •  Email Me   •  View Bio
Karen Prindle
Senior Wealth Planner

(616) 653-5225  •  Email Me   •  View Bio

WEALTH MANAGEMENT ADVISORS

Brian Lafave
Wealth Management Advisor

(616) 653-5329  •  Email Me   •  View Bio
Jim Overbeck
Wealth Management Advisor

616-653-5454  •  Email Me   •  View Bio
Marcia Rumsey
Senior Wealth Management Advisor

(616) 394-7370  •  Email Me   •  View Bio
David Swets
Wealth Management Advisor

(616) 653-5383  •  Email Me   •  View Bio
David Tupper
Wealth Management Advisor

(231) 218-0297  •  Email Me   •  View Bio

PORTFOLIO MANAGERS

Timothy Anderson
Senior Portfolio Manager

616-653-5049  •  Email Me   •  View Bio
Jeremy Barber
Portfolio Manager

(616)-653-5371  •  Email Me   •  View Bio
James Botsko
Portfolio Manager

(616) 653-5551  •  Email Me   •  View Bio
Chad Creevy
Portfolio Manager

616-653-5267  •  Email Me   •  View Bio
Steve Haskin
Portfolio Manager

(231) 995-4587  •  Email Me   •  View Bio
Bradley Laffrey
Portfolio Manager

(616) 653-5294  •  Email Me   •  View Bio
Brian Lee
Senior Portfolio Manager

616-653-5423  •  Email Me   •  View Bio
Joel Poel
Portfolio Manager

(616) 653-5435  •  Email Me   •  View Bio
Paul Richards
Senior Portfolio Manager

(616) 653-5437  •  Email Me   •  View Bio
Derek Rummel
Senior Portfolio Manager

616-653-5778  •  Email Me   •  View Bio
James Ward
Senior Portfolio Manager

(616) 653-5540  •  Email Me   •  View Bio

TRUST OFFICERS

Barbara Baker
Trust Officer

(616) 653-5424  •  Email Me   •  View Bio
William Christensen
Senior Trust Officer

517-351-4739  •  Email Me   •  View Bio
Steve Hawks
Director of Personal Trust

616-653-5547  •  Email Me   •  View Bio
Andrea Jarmosco
Trust Officer

(616) 653-5536  •  Email Me   •  View Bio
Linda Mae Johnson
Trust Officer

(616) 653-5429  •  Email Me   •  View Bio
Lisa Laidler
Senior Trust Officer

(616) 653-5443  •  Email Me   •  View Bio
Jim Mollison
Trust Officer

(269) 982-7585  •  Email Me   •  View Bio
Becky Osborne
Senior Trust Officer

(231) 995-4585  •  Email Me   •  View Bio
Jacqueline Schafer
Senior Trust Officer

(616) 653-5539  •  Email Me   •  View Bio
Lisa Sharp
Senior Trust Officer

616-653-5432  •  Email Me   •  View Bio
Dursa Smotrilla
Trust Officer

(616) 653-5428  •  Email Me   •  View Bio
Jeff Steeby
Senior Trust Officer

(269) 567-7864  •  Email Me   •  View Bio
Susan Wipperman
Trust Officer

(231) 439-8572  •  Email Me   •  View Bio

PRIVATE BANKERS

Brenda Geoghegan
Private Banker

616-653-5283  •  Email Me   •  View Bio
Jeremy Harnish
Senior Private Banker

(231) 995-4568  •  Email Me   •  View Bio
Robert Jamula
Director of Private Banking

616-653-5593  •  Email Me   •  View Bio
Bret Keefe
Private Banker

2314398502  •  Email Me   •  View Bio
Erin Kelly
Private Banker

(269) 567-7881  •  Email Me   •  View Bio
Kim Mueller
Private Banker

616-653-5598  •  Email Me   •  View Bio
Karen Olson Van Horn
Senior Private Banker

616-653-5006  •  Email Me   •  View Bio