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Showing 431 to 440 of 689 results for Protecting My Business

  • Natalie Klika AVP Private Banking

    As Assistant Vice President, Private Banking, Natalie partners with a team of knowledgeable financial professionals to provide exceptional service and help clients achieve their goals. She works with clients to understand their unique financial picture and provides tailored solutions to meet their needs.

  • Selina Garcia VP Private Client Services Relationship Manager Certified Wealth Strategist®

    As Vice President, Private Client Services Relationship Manager, Selina serves as a trusted advisor to her clients, simplifying complex financial matters and helping them preserve and grow their wealth. She partners closely with internal teams, like commercial, mortgage and wealth management, to deliver a holistic approach that ensures clients receive the highest level of service. Selina follows a highly personalized, proactive and relationship-focused approach by taking the time to understand each client’s unique goals so she can provide tailored solutions to fit their needs.

  • Brooke Harycki VP Private Banking Certified Wealth Strategist®

    As Vice President Private Banking, Brooke combines her deep financial knowledge of banking and lending with her ability to make every client feel genuinely valued and understood. She approaches Private Banking with precision, intentionality and a concierge-level commitment to each client's unique goals. She is a trusted partner who’s invested in helping elevate her client’s financial lives.

  • Becky McClelland AVP Private Banking

    As Assistant Vice President, Private Banking, Becky is a dedicated partner who goes above and beyond to help clients achieve their financial goals. With a deep commitment to personalized service, she understands each client's story is unique. She provides the highest level of care along with tailored recommendations and solutions to meet her clients' evolving plans.

  • 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. 

  • Jon Wangerin SVP Private Banking Area Manager Certified Wealth Strategist®

    As Senior Vice President, Private Banking Area Manager, Jon assists affluent clients and families to identify financial solutions and lending options that fit their specific needs. He and his team, focus on building long-term relationships and providing a high level of service to ensure you receive the best possible client experience.

  • Downside risk is now a pit, not a chasm. Still, underweight stocks & overweight (some) bonds.

    As we reflect on the first half of 2020, we are reminded of the fact that the economy and financial markets are not always in sync. While the rapid decline in asset prices during the first quarter was logical to reflect a lower profit outlook and heightened risks, the rapid rebound during the second quarter seems out of step with the economy.

  • Andy Dongarra VP Mortgage Field Manager

    As Vice President, Mortgage Field Manager, Andy and his team help customers achieve their financial goals through homeownership. With a strong background in residential mortgage lending, he and his team focus on building strong relationships with clients. Using a holistic approach, he provides real world examples to guide clients through the entire mortgage lending process. Andy strives to make customers feel like family and friends in order to create a comfortable and memorable experience through the entire process.

  • Wendy Bumgarner AVP Senior Community Mortgage Loan Officer

    As Assistant Vice President, Senior Community Mortgage Loan Officer, Wendy's goal is to make the home buying experience as smooth and stress-free as possible. Because every situation is unique, she works to find the best options for your financing needs. Wendy will help make home ownership affordable for borrowers by providing information on various grant and down payment options available in the area. She is passionate about helping others achieve their goal of owning a home and enjoys building relationships with her clients. Throughout the process, she will let you know what to expect and will be available to answer your questions. Wendy understands how intimidating it can be to get your first mortgage, and she wants to make clients feel comfortable and confident every step of the way.

  • Pam Stubler, AIF®, CWS® Financial Advisor SVP, Johnson Financial Group Financial Advisors

    As Senior Vice President, LPL Financial Advisor, Pam works with individuals and families to develop personalized, comprehensive plans designed to work towards meeting their current and future financial planning goals and objectives. Additionally, she provides investment solutions that make sense for a client’s specific needs. Through regular reviews, Pam informs clients of any necessary adjustments to keep them on track and strives to ensure a comfortable transition through each phase of their lives.
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