| Name | Title | Contact Details |
|---|---|---|
Steve Horst |
Managing Counsel and Director of Vendor Risk Management and Contracts Administration | Profile |
Randy Metz |
Senior Vice President - Consumer Bank - Risk and Compliance | Profile |
Maria Schulz |
Vice President and Director of Compliance Advisory Sevices | Profile |
Donna Eyler |
Vice President and Compliance Program Director - Monitoring and Testing | Profile |
Dan Matthews |
Vice President, Compliance Director | Profile |
No matter where a client might be in their financial journey, or what life decision they are making, HCR Wealth Advisors is here to guide them and stand by their side in challenging times and times of prosperity. We feel it is our duty and privilege to educate and empower our clients, and to provide confidence and financial understanding. Our clients trust and rely on us for personalized service and to make critical decisions for them and their financial well-being and we believe in doing what is right for every individual we serve. We work to build deep connections with our clients and work with them to overcome challenges that may be standing in the way of their ideal financial outcome. We pride ourselves on providing comprehensive financial advice, developing and refining investment strategies, and ensuring our clients are organized and on track to meet their goals. Exceptional client service is at the heart of who we are. HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, and we use an advisory model that allows for agnostic guidance. We take a holistic advisory approach by factoring in specific lifestyle and personal considerations to map out a clients financial life allowing them reach those goals as simply and painlessly as possible. Our clients trust us to make critical decisions and provide unmatched personalized service to each and every one of them. At HCR Wealth Advisors, we do just that.
American Bank of Commerce is a Wolfforth, TX-based company in the Financial Services sector.
First Illinois Bank is a East Saint Louis, IL-based company in the Financial Services sector.
We have been devoted to the public welfare of the Hudson Valley since February 1st, 1871, when twenty-one citizens of Saugerties petitioned New York State for a charter as the Board of Trustees of Saugerties Savings Bank. The name changed to Sawyer Savings Bank in 1973 — weathering all business cycles and growing ever since. The bank doesn`t have stockholders. All its assets are held in a trust exclusively for the benefit of its depositors — you. We invest those deposits in the community: building homes, creating jobs, aiding capital expansion and helping the area and its people to grow and prosper.
Montecito Bank & Trust is a locally owned community bank founded in 1975. It is known for its ongoing support of the community through unique giving programs like Anniversary GrantsSM and Community Dividends(R), which annually gifts $1 million to more than 150 local nonprofits.