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Showing 921 to 930 of 960 results for Planning for Retirement

  • 2024 Midyear Outlook

    With insights from Dr. Jeffrey Roach, LPL Research explores the implications of a cooling economy and election outcomes on the 2024 market landscape, despite ongoing economic resilience.

  • Home Loans

    Whether you are relocating to a new community, refinancing, building or buying a home, we’ll guide you through the home financing process. As your trusted advisor, our focus is on finding the mortgage that fits your needs so you can focus on finding your perfect home.

  • Law

    The practice of law is highly specialized and constantly evolving. You need a financial partner who understands the unique needs of your industry. We can help.

  • Amy Baeten VP Senior Mortgage Loan Officer

    As Vice President and Senior Mortgage Loan Officer, Amy is committed to addressing your unique financial needs and ensuring a seamless mortgage process. She’s dedicated to understanding your specific requirements and offers exceptional loan options, competitive rates and unparalleled customer service. Amy approaches each loan with the utmost integrity and respect, treating it as if it were her own. When you become her client, you also become a valued friend, and she’s ready to support you today, tomorrow and for years to come. Amy began her mortgage career in 1998 and with her extensive experience in the mortgage industry, Amy is confident in her ability to guide you through your mortgage journey.

  • Marnie Christensen VP Mortgage Field Manager

    As Vice President, Mortgage Field Manager, Marnie helps clients navigate the mortgage process with confidence and clarity. She provides practical, personalized guidance aligned with each client’s overall financial goals and helps identify mortgage solutions tailored to their needs, whether purchasing a first home, financing new construction or refinancing an existing property. Known for combining deep mortgage expertise with a relationship-focused approach, Marnie makes the process easier to understand while delivering personalized solutions that support each client’s unique home financing goals.

  • Roberto Salinas SVP, Director of Treasury Management & Product

    As Senior Vice President, Director of Treasury Management & Product Solutions, Roberto leads a team of experienced treasury management professionals to help businesses streamline cash management functions. As a lifelong resident of Wisconsin, Roberto understands the importance of having a local, strategic financial partner on your side. In collaboration with his team, Roberto helps to drive efficiencies and develop strategies to optimize a company’s working capital through automated solutions for accounts payable and accounts receivables processes. Additionally, Roberto and his team will provide ideas that will help in the adoption of digital banking, commercial and virtual card programs. Roberto understands that there is not a one-size fits all approach to treasury management, so he and his team focus on learning about your business to bring a consultative approach and offer holistic solutions that meet your businesses treasury management needs.

  • Sara Whitley AVP, Senior Community Mortgage Loan Officer

    As Assistant Vice President, Senior Community Mortgage Loan Officer, Sara educates and supports her clients throughout the homeownership journey to ensure a seamless experience. She specializes in assisting first-time homebuyers and has vast knowledge of down payment assistance programs and various loan products. As an active member of her community, Sara builds relationships with local nonprofits and agencies to make sure local community members have the education they need to evaluate the options available to them. Sara prioritizes building trust with her clients and works to make sure they understand the ins and outs of homeownership and the mortgage loan process.

  • How Healthy Are Your Finances, Really? Our Free Financial Health Assessment Has the Answer.

    Take this finance assessment quiz to understand your financial health in under three minutes.

  • Can You Spot a Phishing Scam?

    Learn how to spot phishing scams and protect your accounts from fraudsters. Discover the red flags in text messages, emails, phone calls, and person-to-person payment apps. We’ve partnered with the American Bankers Association and banks nationwide to fight phishing — one scam at a time.

  • Why Are Stocks So Resilient? Earnings!

    While volatility, uncertainty and inflation have remained a concern since April, Drake Dorfner unpacks just why stock markets are so resilient right now. Learn more in this Wealth Insights article.

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