| Name | Title | Contact Details |
|---|---|---|
Adam Walczak |
Vice President / Counsel | Profile |
Marshall Martin |
General Counsel | Profile |
Philo Exchange Bank is a Philo, IL-based company in the Financial Services sector.
Ravalli County Federal Cu is a Hamilton, MT-based company in the Financial Services sector.
C. Kelly Buckley, MBA, CFP®, AAMS™ - Founder and Managing Principal of Spectrum Financial Alliance. Spectrum Financial Alliance is a unique, concentrated and predictive asset management firm headquartered in Nicholasville, KY. We serve clients across the nation, while still emphasizing the importance of local ownership and community. We specialize in providing personalized, comprehensive services in the areas of asset management, financial planning, insurance services, and estate planning facilitation. Our clients come from a wide range of backgrounds and income levels. For over 35 years, Kelly Buckley has had the privilege of helping clients build financial security, grow their assets, provide for their childrens education, and secure their retirement income. As a Registered Investment Advisor, we have a fiduciary duty to make decisions in our clients best interests 100% of the time, unlike many financial services firms. We are passionate about what we do, and your success matters to us. Rest assured, your financial future, peace of mind, and best interests are always our primary focus. Experience the Spectrum Financial Alliance Difference! Contact us today to schedule your FREE consultation at (859) 223-6333 or sfa@spectrumalliance.com.
Oak Valley is located in the heart of California’s Central Valley and serves a growing footprint spanning five counties and reaching into the eastern Sierra Nevada. Small to medium-sized businesses, professionals and individuals are attracted to our unique style of service. Service that our employees take pride in delivering. Located in Oakdale, Oak Valley boasts the designation of being the only NASDAQ traded company headquartered in Stanislaus County. Embracing a team philosophy and promoting from within characterize how the employees of Oak Valley manage for success under a long term growth strategy. Team-wide commitment to a culture of service and community provide the foundation for a well thought out de novo branch approach, we refer to as our “Rolling 10 Year Plan.” In our 24 year history, execution of this plan has transformed the Bank from a single branch operation in Oakdale, to 15 locations (16th under construction) and just under $800 million in assets. Dynamic individuals with a spirit of teamwork and an aptitude for collaboration make Oak Valley a great place to bank and work, and will find themselves positioned well for advancement. High-quality employees attract high-quality clients: Our employees are the driving force behind the Bank’s growth and profitability. They pride themselves on offering a unique style of relationship service. Seamless team participation develops the individual and drives our commitment to continually improve. We seek self-motivated individuals who excel in a team environment and employ a ‘promote from within strategy.’ Our relationship building philosophy extends to clients and employees; it’s a long term vision. Our goal for employees is to create an atmosphere that challenges them to be their best while providing them with the tools to continue to develop professionally and enhance their role in the community.
The National Bank is a Bettendorf, IA-based company in the Financial Services sector.