The Old Mission Investment and Trust Companies have brought together a diverse group of professionals with backgrounds in tax, strategic investment management, trusts and estates, and total wealth management. Our professionals are fluent in both time-honored investment management and wealth transfer strategies and actively participate as your partner in achieving your personal financial goals. We work closely with your other tax and legal professionals and serve as the center of your multidisciplinary team of wealth management professionals.

Carey A. Tafelsky, CFP®
Chief Financial Officer and Principal

Carey A. Tafelsky is the Chief Financial Officer and a Principal Partner at Old Mission Investment and Trust. She joined the firm in 2014 following her employment with the Bank of Northern Michigan and The Bank of Holland as a small business lending specialist. Carey also served as a credit analyst for the Bank of Holland and a commercial loan specialist for Mercantile Bank of Michigan in Grand Rapids.

Carey is a graduate of Aquinas College in Grand Rapids, Michigan, with a Bachelor of Science degree in international business with a minor in economics. She was a four-year Dean's List member and International Economics Honors Society member during her tenure at Aquinas college. During her education she focused on relevant coursework such as financial and managerial accounting, financial management, personal finance, statistics, and micro, macro and international economic theory. Additionally, Carey spent time studying abroad at the Universidad de Salamanca in Spain for purposes of pursuing studies in international economics and trade.

Carey serves on the Trust and Investment Committee for Old Mission Trust Company and provides specialized client services for purposes of trust administration, financial planning, tax matters, and client reporting functions. Additionally Carey serves as a wealth manager and presently holds the Certified Financial Planner (CFP®) designation, demonstrating proficiency and expertise in areas involving financial planning, estate and trust planning, investment management, tax and insurance matters.