| Name | Title | Contact Details |
|---|---|---|
Dawn Canales |
Senior Vice President of Information and Chief Information Officer | Profile |
Kathleen Luczynski |
Chief Information Officer | Profile |
No matter where a client might be in their financial journey, or what life decision they are making, HCR Wealth Advisors is here to guide them and stand by their side in challenging times and times of prosperity. We feel it is our duty and privilege to educate and empower our clients, and to provide confidence and financial understanding. Our clients trust and rely on us for personalized service and to make critical decisions for them and their financial well-being and we believe in doing what is right for every individual we serve. We work to build deep connections with our clients and work with them to overcome challenges that may be standing in the way of their ideal financial outcome. We pride ourselves on providing comprehensive financial advice, developing and refining investment strategies, and ensuring our clients are organized and on track to meet their goals. Exceptional client service is at the heart of who we are. HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, and we use an advisory model that allows for agnostic guidance. We take a holistic advisory approach by factoring in specific lifestyle and personal considerations to map out a clients financial life allowing them reach those goals as simply and painlessly as possible. Our clients trust us to make critical decisions and provide unmatched personalized service to each and every one of them. At HCR Wealth Advisors, we do just that.
Triad Partners is a financial services organization based in Sugar Land, Texas, founded in 2020. The company focuses on empowering financial advisors to grow their businesses while maintaining personal fulfillment and work-life balance. Triad Partners operates under the principle of "Do Business and Do Life" (DBDL), aiming to create significance beyond just financial metrics. The company offers a range of services, including coaching and development tailored to help advisors refine their vision and build effective teams. Triad also fosters community building through a network of elite advisors, known as "The Movement," who collaborate for professional and personal growth. Additionally, its T3 division provides branding and creative services to help advisors differentiate themselves in competitive markets. Triad Partners emphasizes educational frameworks and operational tools to enhance efficiency while supporting advisors personal freedom.
Patapsco Bancorp is a Dundalk, MD-based company in the Financial Services sector.
Northpointe Bank is a Grand Rapids, MI-based company in the Financial Services sector.
Stockman Bank is a Montana born company, built on western values, focused on creating long-standing relationships through integrity, expertise and results. We are the largest private, family owned bank in Montana with $3.2 billion in assets. Founded 1953, in Miles City by William Nefsy, we are Montana`s premier financial center for personal, business, agriculture, commercial developers and real estate owners. Our retail clients experience the same commitment to service excellence and customer satisfaction delivered through our 34 branches from Plentywood to Missoula with over 100 ATMs, online and mobile banking. Our employees embrace the western work ethic and way of life and abide by the code of the west. They have a service focus and entrepreneurial spirit and truly care about their customers. Our products and services are specifically designed for Montana`s unique way of life. We strongly support the communities we serve through employee volunteer service, financial donations within education, health care, economic and cultural programs. Stockman Bank`s affiliates offer a broader range of services to meet customers and neighbors additional financial needs. Stockman Asset Management offers money management and investment services to high net worth individuals, companies, not for profit organizations and other financial institutions across the country. Similarly, Stockman Insurance is a full service insurance agency offering multiple insurance products from crop to property casualty. As a Montana owned and operated company, Stockman Bank is deeply committed to community banking and believes this commitment brings maximum benefit to our customers and neighbors. As the financial services industry becomes increasingly competitive, Stockman Bank continues to be proactive in strategy and focus. Highly skilled banking professionals and state of the art technology are key resources in positioning Stockman as the region`s premier financial center.