MCB Trust & Wealth Management

Our Mission

MCB Trust & Wealth Management offers a full range of investment and trust services to individuals, families and businesses.

Guide you in charting a stable financial course.

Help you reach your financial goals by crafting unique, creative and flexible options.

Support you by keeping the management of your financial health in capable, trusted and local hands.

Our Resources

Morton Community Bank is owned by Hometown Community Bancorp, Inc., that has a majority interest in David Vaughan Investments, LLC.

In 2017, Morton Community Bank and DVI formed a partnership to redefine and deliver modern trust and advisory services to new and current clients.

Independently united, each company in the Hometown Bank Family continues to work as complimentary businesses, offering collaborative resources and expertise. MCB Trust & Wealth Management draws upon the resources of these two companies to provide service and advice to its clients.

Our Investment Philosophy

We Are Conservative
We take a conservative, long-term view on investing. Our goal is to provide you with a reasonable and competitive return over time.

We Believe in the Importance of Dividends
Our portfolios emphasize large, domestic companies that pay attractive dividends. Dividend income has historically been approximately 40% of the stock market’s total return.

We Chart a Steady Course
Arriving at a plan and executing it also means maintaining a steady course through market fluctuations. This plan guards against overly aggressive behavior in a rising market or an overreaction to a falling market.

Our Team

Here at MCB Trust & Wealth Management, we are dedicated to guide, help and support your financial health with local, trusted hands.

Darrin Autry, CFP®, CTFA, President, Trust & Wealth Management

Darrin is the President of MCB Trust and Wealth Management, a division of Morton Community Bank. Holding both the CERTIFIED FINANCIAL PLANNER™ and Financial Advisor (CTFA) certifications, Darrin manages and leads a team of individuals that specialize in financial services. He attended Campbell University in Buies Creek, NC where he received his Master of Business Administration and Bachelor of Business Administration degrees. Darrin is an active board member for Campbell University's Trust Education Foundation as well as the Estate Planning Council of Central Illinois.

Darrin lives in Morton with his wife, Stephanie, and their son, Cameron.

Beth Jones, Trust Officer

Beth is a Trust Officer at MCB Trust and Wealth Management, a division of Morton Community Bank, and has been helping high net worth clients make their financial life more efficient and productive for over 15 years. She is dedicated to strengthening her client’s financial security and her community. She is a member and past chair of the OSF Legacy of Hope Council, as well as a past member and chair of the EP!C Foundation. Beth is a graduate of The Southeastern Trust School sponsored by Campbell University and a member of the Central Illinois Estate Planning Council.

Beth lives in Peoria Heights with her husband Scott. She loves to read and spends her free time with family and friends.

Jesse Waibel, Senior Trust Officer

Jesse is a Senior Trust Officer at MCB Trust and Wealth Management, a division of Morton Community Bank. He is a relationship builder and is passionate about helping people make wise financial decisions. Jesse attended the University of Illinois in Champaign, IL where he received his Bachelor’s degree in Accounting. He started his career in Public Accounting as a CPA, spent 26 years at Caterpillar working in various financial accounting roles, served as the CFO at Zemba Companies in Ohio, and most recently worked as a Surety Bonding Broker in East Peoria. Jesse is active with the Washington Park District where he coaches travel and recreation basketball. He previously volunteered for Junior Achievement and served on the Youth Farm of Children’s Home Association’s Board.

Jesse lives in Washington with his wife, Millie, and their two youngest children, Henry and Hazel. Jesse enjoys spending time with and grilling great food for his 7 children, sons-in-law, and grandchildren.

Mandi Kenney, Private Banking Specialist

Mandi serves as a Private Banking Specialist for MCB Trust and Wealth Management, a division of Morton Community Bank. Mandi has over 20 years of banking experience in various roles including audit, operations, and Relationship Banking. She has volunteered in the community with organizations such as Junior Achievement, GENeration United and the Center for Prevention of Abuse. Mandi is currently involved with the Peoria Park District, St. Patrick Society of Peoria and the Limestone Girls Softball Association where she serves as an executive board member and coach.

Mandi lives in the Bartonville area with her two kids.

Patty Merschbrock, Trust Operations Manager

Patty is a Trust Operations Manager with MCB Trust and Wealth Management, a division of Morton Community Bank. Patty brings 35 plus years of banking experience in various roles, including retail banking management, personal banking, and operations. Currently she manages the Client Services team. She has volunteered with Junior Achievement, United Way, and Rebuilding Together - Peoria.

Patty and her husband, Dennis, reside in Bartonville. They spend their free time traveling to see their five children and four grandchildren.

Wendi Roach, Trust Operations Officer

Wendi is a Trust Operations Officer with MCB Trust and Wealth Management, a division of Morton Community Bank. Wendi has over 25 years of banking experience in various roles, including retail personal banking and operations. She attended Midstate College where she received her Associates Degree in Accounting & Business Administration. Wendi participates annually with the Memphis to Peoria St Jude Run.

Wendi lives in Lacon with her husband and two children. She enjoys watching her children’s sporting events, keeping up with her flower gardens and traveling to see her family and friends.

Alana Parm, Senior Trust Officer

Alana serves as a Senior Trust Officer and Trust Compliance Officer of MCB Trust and Wealth Management, a division of Morton Community Bank. With over 35 years of trust experience, Alana manages the compliance and specialized servicing needs of MCB Trust clients. A native of Central Illinois, Alana holds an Associates Degree in Professional Accounting from Midstate College, a certification from the Cannon Trust Tax School, and recently completed the Accredited Trust Operations Professional certification. Alana is a past board member of the local Salvation Army Corps Advisory Council, Heart of Illinois United Way, and other local charitable organizations. She has been a member of the Central Illinois Estate Planning Council for many years and participates in various other local community events.

Alana enjoys spending time with her two daughters, Hannah and Katie, and their families.

Kyle Sheets, Financial Advisor

Kyle is a Financial Advisor for MCB Trust and Wealth Management, a division of Morton Community Bank. He holds Series 7 and Series 66 Licenses and has worked as an advisor at MCB since February 2016. He attended Northern Illinois University where he received his Bachelor of Science Degree and Western Illinois University where he received his Master of Business Administration in Finance & Economics.

Kyle lives in Morton with his wife and two young children.

Michael E. Sheets, CFP®, Senior Vice President - Financial Advisor

Mike is a Senior Vice President and Senior Financial Advisor for MCB Trust & Wealth Management, a division of Morton Community Bank. Mike is a 1972 graduate of Western Illinois University and has been in banking and investment services since June of 1972. He is a CERTIFIED FINANCIAL PLANNER™ and holds Series 7, 63 and 65 registered licenses in the securities business and has been with Morton Community Bank for over 20 years.

Mike lives in Morton with his wife, Tricia.

Heidi Jo Wys, Trust Client Services Specialist

Heidi Jo serves as a Trust Client Services Specialist for MCB Trust & Wealth Management, a division of Morton Community Bank.

Heidi Jo brings 22 years of banking experience in multiple areas of banking, including consumer lending and processing, credit card processing and relationship banking. She attended Illinois Central College where she received her Associates Degree in Business Administration & Finance. She also obtained her Certificate in Banking. She enjoys volunteering in her community with organizations such as Heart of Illinois Down Syndrome Association and Mark Linder Walk for the Mind.

Heidi Jo and her husband, Jim, reside in Bartonville. She enjoys traveling, spending time with her family and baking.

Jessica Zamora, Investment Services Operations Specialist

Jessica serves as an Investment Services Operations Specialist for MCB Trust & Wealth Management, a division of Morton Community Bank. She brings banking experience from various areas including personal banking, audit, compliance, and mortgage processing. A native of Central Illinois, Jessica holds an Associates Degree in International Business from Illinois Central College.

Jessica enjoys traveling and spending time with her family and friends.

Address: A Division of Morton Community Bank, 201 Clock Tower Drive, East Peoria, Illinois 61611, USA

Phone: +1 309 407 3866