| Name | Title | Contact Details |
|---|---|---|
Michael Parker |
Executive Vice President and Chief Compliance Officer | Profile |
Lawrence Kentz |
SVP and Chief Compliance Officer, CRCM CAMS CAFP | Profile |
David Rice |
Vice President Government Reporting / Exception Processing | Profile |
Gunnison Bank is a Gunnison, CO-based company in the Financial Services sector.
First State Bank and Trust is a community owned bank that has been serving the Saint Croix Valley since 1914. With five locations in Minnesota - Bayport, Stillwater, Oak Park Heights, Boutwells Landing and Mahtomedi - and another one in Hudson, WI, First State Bank and Trust is a full service bank that can assist in all aspects of your financial portfolio.
Signature Estate & Investment Advisors, LLC (SEIA) is a registered investment advisory firm based in Los Angeles, founded in 1997. The firm specializes in comprehensive wealth management and financial planning, operating 23 offices across the United States. SEIA emphasizes a client-centric approach, fostering collaborative advisory partnerships to meet individual client needs. The firm offers a range of services, including customized investment management, holistic financial planning, and specialized advisory services such as pension consulting and 401(k) management. SEIA also provides access to various products, including mutual funds, 529 college savings plans, and tailored insurance solutions like life insurance and annuities. Its client base includes high-net-worth individuals, retirees, business owners, and institutional clients. SEIA has demonstrated growth through strategic acquisitions and is committed to community impact, having raised over $1 million for youth programs and charities through the SEIA Signature Fund for Giving. The firm operates as an SEC-registered adviser, with securities offered through its affiliated entity, Signature Estate Securities, LLC.
The foundation of American National Bank was built on the same values and ideals that forged this great country – hard work, ingenuity, public service and forward-thinking leadership. With a history dating back to 1856, American National Bank has focused on supporting communities and enhancing the lives of its customers. It operates 32 full-service offices throughout Nebraska and Iowa, is the second largest privately held local bank in the Omaha/Council Bluffs market and offers strength and security with more than $3 billion in assets. Locally owned and managed, American National Bank takes great pride in its long and successful history of growing businesses and helping families realize the American dream. It’s the way we do business. It’s the American Way.
Valley Financial Corporation is a bank holding company for Valley Bank (the Bank). The Bank is engaged in the business of commercial banking offering services to the small-to-medium sized businesses, professional concerns and individuals.