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Showing 161 to 170 of 596 results for Succession Planning

  • Al McIlwraith VP Private Banking Certified Wealth Strategist®

    As Vice President, Private Banking, Al works directly with his clients to address all aspects of their financial life, from day-to-day banking and lending needs to longer term wealth management objectives. He has worked in the financial services industry since 1987 and brings diverse experience.

  • Top Five Issues to Consider When Hiring an Attorney

    Here are 5 things you should think about and keep top of mind when looking to hire an attorney. From experience to reviews, feel confident you are making the correct decision for you and your loved ones.

  • Russ Plewa SVP Commercial Banking

    Russ specializes in advising middle market businesses how to grow, finance expansion projects, complete dividend recaps and acquisitions. Russ is a creative person who truly considers how to solve problems from different angles. He helps clients grow their company through connections, unique ideas, and by providing proactive long-term advice with a sense of urgency. Russ has worked with over 500+ companies through high growth, transitions and large expansion projects, giving him insight on how to help companies navigate through a broad range of situations. He has a unique background in accounting, engineering, and finance giving him insights on how to offer a variety of solutions, especially for manufacturing companies.

  • Do you need an estate plan? No, but you want one.

    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

  • Finding Your Purpose In Retirement

    Discover how to find purpose in retirement with our insightful guide. Learn how to navigate this exciting new chapter and understand what to expect.

  • Joshua Legan VP Private Banking Relationship Manager

    As VP Private Banking Relationship Manager, Joshua distills complex financial situations into clear, executable strategies. Joshua’s patient, trust-based approach helps him understand their unique story before determining the right solutions for his clients. He builds partnerships rooted in problem-solving and genuine understanding.

  • Heidi Rollin Private Banking Officer

    As a Private Banking Officer, Heidi builds meaningful connections with her clients by understanding their unique financial stories and goals. Heidi excels in navigating complex financial situations, always striving to exceed client expectations. Her approach is both thorough and empathetic, ensuring her clients feel supported and valued every step of the way.

  • Jamie Wolf VP Private Banking

    As Vice President, Private Banking, Jamie builds relationships with clients while focusing on their complete financial picture. Additionally, she collaborates with fellow business partners to provide financial solutions to meet an individual’s unique needs. She takes pride in being a trusted advisor to her clients, offering a personalized level of service to ensure that a client is on the path to building financial success.

  • Mark Rose VP Private Banking Certified Wealth Strategist®

    As Vice President, Private Banking, Mark develops long-term, meaningful relationships with those he serves. Taking a holistic view of your personal finances, Mark makes sure that your money is working as hard for you as you work for it. Holding himself to a high standard of accountability, he acts with a sense of urgency and provides detailed solutions to help you achieve your financial goals. Mark goes above and beyond to truly understand your passions, aligning himself with you and your family members to be your “go to person” and trusted advisor. Many clients even view him as an extension of their own family. Through a disciplined and strategic approach, Mark coordinates services and builds a team of specialists to focus on the unique needs of you and your family. He helps his team create a financial plan based on where you are today and where you want to be in the future, identifying gaps and suggesting solutions to fill those gaps. This is not a “set and forget” strategy, but a fluid plan that is monitored and reviewed with you on a regular basis. 

  • Jennifer Mistretta VP Private Client Services Relationship Manager

    As Vice President Private Client Services Relationship Manager, Jennifer ensures clients reach their financial aspirations by assembling a dedicated team of experts. Together, they guide clients in clarifying and articulating the impact they wish to have on the people and organizations that matter most to them. This team then crafts a tailored plan to help clients achieve their goals with confidence and precision. Jennifer follows a collaborative and customer-centric approach with a commitment to building deep relationships and providing customized solutions.
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