Investment Management

Investing for your Success

For nearly half a century, the First Bank Wealth Management Team has successfully served clients with investment management needs. We focus on growing, protecting, preserving and transitioning wealth. Our personal, hands-on approach will make you proud to call us a trusted partner.  

Who We Serve
We serve the needs of small and middle-market businesses along with individuals, families, foundations and nonprofit organizations.

Our Commitment 
First Bank Wealth Management strictly adheres to a fiduciary standard, the highest standard in investment management, to ensure your interests are always placed above our own.  Whatever your goals and needs, your Wealth Management Specialist stays with you every step of the way.  

Get Started / Questions?

To learn more about Wealth Planning and other ways we can assist you, contact the Wealth Management Advisor in your area.   

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you!


Gene Todd
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Bill Dolan 
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Other States
Gene Todd
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Existing Account Support
Michelle Stevson
Contact Michelle