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Financial - About Us

About Us

The Private Wealth Management Group is proud to offer a team of experienced investment professionals to assist you. Each member of our team has been in the financial services industry for over twenty years.


Steve is the Manager of the Private Wealth Management Department. Steve has over twenty years of experience in the financial services industry, including working at a nationally known investment company and at a large, regional bank.

Steve holds a BA in Accounting from the University of Cincinnati. He is a Certified Public Accountant (CPA) and a member of the Ohio Society of CPA's. He is also a member of the Estate Planning Council of the Miami Valley and a member of the Minster Civic Association, and is Treasurer of the Community Fund and the Minster Oktoberfest.

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President and CEO
Mark is the President and CEO of Minster Bank and has over twenty-five years of experience in financial services. Mark is a CERTIFIED FINANCIAL PLANNERTM professional and a member of the Financial Planning Association. Mark is a graduate of Ohio Northern University and holds an MBA from Eastern New Mexico University. He is currently a member of the advisory board for the Dicke College of Business at Ohio Northern University and is serving on the board for the Ohio Bankers League. Mark also has nine years of experience as a Trustee and Finance Committee member of a regional hospital group.

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Trust Administrator
Lorrie has over twenty years of experience in the financial services industry. She is responsible for administering the trust and brokerage operations of the Bank. Lorrie has also worked on risk management teams for high net worth professionals - reviewing their insurance needs and risk exposures. Her commitment to customer service has earned her the Superior Service Award from two insurance companies for five consecutive years. In addition, Lorrie has attended the Midwest Trust School at Bowling Green State University, completing Personal Trust 1,2, and 3. Lorrie also volunteers for local youth education programs, working with at-risk teens in self esteem building and life coaching.

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Wealth Management Advisor
Andy is a financial advisor with the Private Wealth Management group. He is a Chartered Retirement Planning Counselor (CRPC). Andy is our newest team member relocating from Columbus and his experience includes working for a nationally known investment company and at a large, regional bank. He has extensive experience in helping high net worth individuals and families to address their retirement planning needs and also in helping small business owners with their company retirement plans. Andy holds a Bachelors in Business Administration from The Ohio State University. Andy is a member of the Minster Civic Association.

Securities and Investment Products offered through the Minster Bank Private Wealth Management Group: * Not FDIC/NCUSIF insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency.

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Minster Bank
To report a lost or stolen Visa Debit Card, please call: 1-800-472-3272. To report a lost or stolen Visa Credit Card, please call: 1-800-444-6938.
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