| Name | Title | Contact Details |
|---|---|---|
Ruth Price |
Vice President of Compliance and Oversight | Profile |
Ragen MacKenzie is a Seattle, WA-based company in the Financial Services sector.
Triad Bank is a Saint Louis, MO-based company in the Financial Services sector.
Bank Independent is a locally owned community bank committed to making a positive difference in people`s lives. We`ve served the financial needs of folks across North Alabama since 1947 and have grown to become a highly-rated and well-respected $2.1 billion bank.
Federation Bank is a Washington, IA-based company in the Financial Services sector.
Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr, MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRGs team of experts leverage their industry expertise, combined with best in class resources, to help advisors, agents and accountants manage the equity in their businesses. With decades of experience on the team, Succession Resource Group has helped thousands of advisors, accountants, agents/agencies value their business, setup and/or formalize their equity structure, and plan for their eventual retirement.