Midwest Bank Wealth Management

CONNECT

Address:

200 East Broadway
Monmouth, IL 61462

Phone:

(309) 457-6272

Fax/Other:

(309) 734-3594

 


Meet The Whole Team

Adam Carlson      
P: (309) 457-6256     F: (309) 457-6218
adam.carlson@mbwealthservices.com

Eric Grant           
P: (309) 457-6251   F: (309) 341-2279
eric.grant@mbwealthservices.com

Jodi Chandler   
P: (309) 457-6263   F: (309) 734-3594
jodi.chandler@mbwealthservices.com

Adam Carlson
Trust Operations Officer & Financial Advisor

Adam Carlson has been in the financial services industry since 2005. As Trust Operations Officer for Midwest Bank, he has worked with clients and their families in growing and protecting their assets. He began additional duties as a Financial Advisor in 2013 while also retaining his duties as Trust Operations Officer. Adam is a graduate of Monmouth College and has his FINRA Series 7 and 66 licenses as well as state insurance licenses.
Adam resides in Monmouth, IL with his wife and four children. He tries to be involved with his community as much as possible, currently serving on his church’s finance committee, Monmouth-Roseville Education Foundation, Warren County Housing Authority, Maple City Field of Dreams and volunteering for his children’s activities.

Eric Grant
Financial Advisor Insurance Producer

Eric has been in the financial and insurance service industry since 2012. Eric joined the Midwest Bank Wealth Management department in January of 2018 as a Financial Advisor. Along with these duties, he serves as an Insurance Representative for Porter-Hay Insurance, a subsidiary of Midwest Bank. Eric graduated from Monmouth College with a degree in Business Administration. He holds the Series 7, 63 and 65 securities licenses, as well as state insurance licenses. 

Eric resides in Monmouth with his wife and daughter. He is a member of the Monmouth Noon Lion’s Club, an Assistant Basketball Coach at Monmouth-Roseville High School, and volunteers for various youth sports leagues as well.

Jodi Chandler
Investment Services Manager

Jodi Chandler has been in the banking industry since 1996 and joined the Midwest Bank Trust Department in May of 2009. She has received the Customer Service Representative of the Year award twice during her time at Midwest Bank and also won the Employee of the Year award in 2014.
Jodi is a graduate of Carl Sandburg College and resides in Monmouth, IL with her husband and two sons. She currently has her Series 11 license and serves as Adam Carlson’s and Eric Grant’s assistant for the Wealth Management department.
She is a member of the Midwest Bank Relay for Life team, serves on the First Street Armoury Board and also serves as the Treasurer for the Monmouth-Roseville Titan Sports Boosters.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck