| Name | Title | Contact Details |
|---|---|---|
Jerry Stroud |
Chief Information Officer | Profile |
Nick Jones |
Executive Vice President and Chief Information Officer | Profile |
Lincoln Community Bank is a Merrill, WI-based company in the Financial Services sector.
"Established in 1987, Pilot Bank is a community bank with six locations in Tampa, Florida area and one in Lakeland, Florida. Pilot Bank has $218M in assets and is identified as ""The Can Do Bank."" Pilot Bank offers personal and commercial banking services"
Seaway Bank And Trust Company is a Chicago, IL-based company in the Financial Services sector.
Presidio Bank is a San Francisco, CA-based company in the Financial Services sector.
Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.