Search Results
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Jennilyn DiPiazza AVP Branch Manager
As an Assistant Vice President Branch Manager, Jennilyn is responsible for leading her team to uphold high-quality customer service. Jennilyn encourages her team to engage deeply with clients, learning about their personal stories and financial aspirations. By being committed to client needs, Jennilyn and her team can offer tailored solutions to help clients achieve their short- and long-term goals. -
What Is a Financial Plan?
Financial planning sets you up for success both short- and long-term. Learn what a financial plan is, along with the steps to creating one.
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Writing a Story Worth Retelling
This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy
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Karen O'Brien AVP Senior Mortgage Loan Officer
As Assistant Vice President Senior Mortgage Loan Officer, Karen guides her clients through the homebuying process. Her passion lies in finding creative solutions to unique challenges, especially as it relates to securing the right financing. Karen believes in clear and honest communication every step of the way to ensure her clients feel informed and supported throughout the entire process. -
Brittany Sparks AVP, Branch Manager
As Assistant Vice President, Branch Manager, Brittany is passionate about creating a positive branch experience. She leads a team of knowledgeable financial professionals who work together to help clients achieve their goals. Brittany’s goal is to serve as a trusted advisor, listening to each client’s questions and tailoring financial solutions to meet their personal needs. -
How to Maximize Credit Card Rewards So They Work for You
Learn how to maximize credit card rewards from choosing the right card to smart savings strategies to boost your rewards.
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In Volatile Markets, “Do not mistake activity for achievement”
It’s been two years since the early pandemic crashed the market. Despite a strong recovery, many investors may feel emotionally worn out. Now we are faced with the geopolitical stress of the Russia-Ukraine war and the accompanying market volatility—layered on top of uncertainties already in place, such as inflation and job growth. An investor with frayed nerves could be forgiven for wanting to “do something.”
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David Frank AVP Branch Manager
As Assistant Vice President, Branch Manager, David leads a team of knowledgeable financial professionals. He and his team are committed to building long-term relationships by providing tailored banking solutions. -
Kelli Ezzell VP Senior Mortgage Loan Officer
As Vice President Senior Mortgage Loan Officer, Kelli partners with clients to identify the right loan program for their long-term goals, whether building their first home, transitioning to their next property or securing that dream second residence. She transforms what can be a stressful process into a confident experience through clear communication and genuine partnership with clients and referral partners. Having personally navigated a construction loan when building her own home, Kelli understands the process from both sides of the table. Her deep knowledge of first responder and military family life, her husband is a retired firefighter and both sons serve in emergency services, gives her unique insight into these communities. -
Tricia Condreva AVP Branch Manager
As Assistant Vice President, Branch Manager, Tricia will work with you to review all of your finances and provide you with the best possible financial solutions. She leads a team of highly skilled and motivated professionals dedicated to serving the Hayward community.