Wealth Management Team

Spencer Schneider

Bio/Personal Achievements:Spencer Schneider is a registered Financial Advisor through Sorrento Pacific Financial, LLC, at Thumb Bank & Trust. He received his Bachelor's Degree from Utah Valley University in 2019. Spencer is passionate about helping his clients reach their financial goals and believes that proper wealth management is the most important component in creating financial stability.

Spencer grew up in Midland and currently lives in Frankenmuth with his wife and two sons.

Licenses: Spencer is a Series 7, General Securities Registered Representative, and Series 66 Investment Advisor Representative as well as a Resident Producer having his Variable Annuity, Life, Accident and Health Licenses. Spencer is licensed in the state of Michigan.

Services:

  • Financial, retirement and estate planning
  • Complete range of advisory and brokerage services
  • Annuities, life and long term care insurance

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*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.