Michigan-Based Independent Advisory Firm Launches Via Dynasty Platform

Family Wealth – Michigan-based Arbor Trust Wealth Advisors, comprised of four individuals from United Bank & Trust, has joined Dynasty Financial Partners’ platform of integrated wealth management services and technology.

Financial advisors Charles Waterhouse, James Winslow, Carol Sewell and Gary Haapala collectively advise on over $350 million in client assets.

Arbor Trust will gain access to Dynasty’s investment and technology platform, which leverages Dynasty’s investment committee and internal investment operations team. Dynasty’s RIA middle-office “Core Services” platform will provide turnkey marketing, CRM, financial planning, proposal support, and client reporting. Charles Schwab will provide primary clearing and custody services.

Waterhouse, a partner and senior financial advisor, is the former chief executive of Guaranty Federal Savings Bank and chief financial officer of Arcadia Bank & Trust. Other past roles he has held include vice president and senior financial advisor at United Bank & Trust and vice president of the employee benefits trust office at Huntington Bank. At Arbor he heads up the firm’s investment committee and specializes in investment management, investment strategies and solutions development.

Winslow, a partner and senior FA, leads Arbor’s financial planning efforts, with a focus on client management, financial planning, investment strategies and investment management. He is also a member of the firm’s investment committee. Winslow began his career at First of America Bank and has held other client management and wealth management posts at BR Chamberlain & Sons, Key Bank/McDonald Investments and United Bank & Trust, where he was a senior FA.

Sewell, also a partner and senior FA, specializes in estate planning and estate tax law, and chairs Arbor’s fiduciary committee. Her seven years as an attorney at the law firm Koley Jessen were followed by six years as a senior vice president of trust administration at United Bank & Trust.

Lastly, Haapala, a managing partner and senior FA, manages the operations of the firm and also provides strategic planning and wealth management advice. He too serves on the investment committee and the fiduciary committee. Haapala was previously president of wealth management at United Bank & Trust; region manager and vice president of the private client group at Fifth Third Bank; and group manager and first vice president of institutional trust at Comerica Bank.

Dynasty Financial Partners develops, sources and integrates wealth management services, solutions and technology for independent advisor teams across the US.