CLOs on the Move


 
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One Community Bank

One Community Bank is a locally owned community bank serving south-central Wisconsin. It was formed from the merger of Oregon Community Bank and McFarland State Bank and now serves 19 communities, including Oregon, Middleton, Sun Prairie, and Wausau. The bank is dedicated to providing personalized service and investing in local communities. The bank offers a wide range of personal and business banking services. Personal banking products include checking and savings accounts, certificates of deposit, money market accounts, mortgages, and consumer loans for various needs. For businesses, One Community Bank provides checking accounts with no minimum balance or monthly fees, interest-bearing options, and dedicated local bankers to assist with banking operations. One Community Bank emphasizes a client-centric approach, combining traditional banking with modern digital solutions like online and mobile banking. The bank is committed to community engagement through volunteerism and support for local nonprofits, reflecting its dedication to the well-being of the communities it serves.

TruStone Financial Credit Union

TruStone Financial Credit Union is a member-owned financial cooperative based in Plymouth, Minnesota. Founded in 1939 by eight educators, it has grown to become Minnesota’s second-largest credit union, serving members across Minnesota and Wisconsin through 13 branches. The credit union emphasizes financial education, reflecting its origins as a teachers credit union, and operates under a "For Life" philosophy that prioritizes long-term relationships with members and community prosperity. TruStone offers a range of services, including digital banking for account management, loans for auto, mortgage, and personal needs, as well as credit cards and investment products. It also provides business solutions such as commercial lending and business account services. The TruStone Foundation promotes financial literacy through partnerships and scholarship programs, supporting youth education in the community. The credit union continues to grow through strategic mergers and technological investments, enhancing its member services and operational efficiency.

Connected Risk Solutions

Connected Risk Solutions is a suite of wholesale specialists designed to connect our agency partners with the expertise and products needed to propel new business success and best serve clients with complex risks. We provide insurance information and programs to those who serve the healthcare industry, the professional liability needs of real estate firms, and the ever-growing need for cyber insurance across a wide range of industries. Our team of experts knows what agents expect and have built that knowledge into every part of the process. Highland Risk Services is one of the largest wholesale brokers producing insurance for retail agents who specialize in healthcare facilities. In addition to providing the professional and general liability coverage, we also offer work comp solutions to our agents using one of our premier programs. We are here to make you competitive and successful! If you need a broker that can make deals happen - call Highland Risk today!

Union Advisors

Strategic growth advisor to FinTech and Wealth Management organizations