We'll be closed on Monday, June 19 observing Juneteenth.
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Comprehensive Financial Planning
Retirement Planning
Tax Planning
Insurance Planning
Our Wealth Advisory Team is committed to building strong relationships with those we serve and acting in the best interests of our clients. We believe in the power of engaging our internal teams as well as outside experts to help individuals, families, businesses and non-profits plan, grow and protect legacies across generations.
Experience & Expertise
- Dedicated Wealth Advisors including CERTIFIED FINANCIAL PLANNERS™, CPA (inactive)
- Commitment to continued education
- Oversight by internal Committees, Board, Auditors & Examiners
Our Roles
- Emphasis on defining the client-planner relationship
- Gathering information and focus on understanding your entire financial puzzle
- Analyzing and evaluating needs leveraging planning and risk analysis tools
- Develop, implement and monitor your unique plan
Our Value
- Fiduciary Capacity: We serve your best interests
- Ability to tailor statements and reports to client needs
- Transparency regarding fees and expenses
- True comprehensive wealth management with access to cross-Departmental and bank services
Our clients benefit from true comprehensive wealth management services by leveraging our team members. We help individuals and families with cash flow needs, retirement planning, tax planning, insurance planning and estate planning. We also help businesses and nonprofits with employee benefits and succession planning. We seek to make the complex simple for our clients.
Our Wealth Advisory Team
