| Name | Title | Contact Details |
|---|---|---|
Sarah Weber |
VP Analytics and Automation | Profile |
Emily Brewer |
IT Risk Officer | Profile |
Gregory Smith |
Chief Information and Operations Officer | Profile |
Arun Parthasarathy |
AVP, Sr Network / Information Security Engineering | Profile |
Marcus Newnam |
Vice President - Mgr. Cyber Threat and Vulnerability Management | Profile |
valleybankhelena is a Helena, MT-based company in the Financial Services sector.
Witters is a Arlington, VA-based company in the Financial Services sector.
At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees. The 6 MOKAN Wealth Standards: Fiduciary We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. Tax-Focused Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table. Fee-Only No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution. Comprehensive You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments. Custom Everyones financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach. Boutique MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.
CMG Financial is a mortgage bank founded in 1993 by Christopher M. George, located in San Ramon, California. The company operates nationwide and is approved by major housing finance agencies such as FNMA, FHLMC, and GNMA. CMG Financial offers three main origination channels: retail lending through CMG Home Loans, wholesale lending, and correspondent lending for institutional partners. The company is known for its innovative mortgage solutions, including the Home Ownership Accelerator™ loan, which helps borrowers manage debt with biweekly payments, and the HomeFundIt™ platform, which provides crowdfunding-enabled down payment assistance. CMG Financial has expanded its operations through recent acquisitions, including HomeBridge Financial Services retail division and Norcom Mortgages retail operations, as well as forming joint ventures with builders and realtors. CMG Financial focuses on making homeownership accessible, particularly for first-time buyers. The company serves both individual borrowers and institutional partners, maintaining a strong position in the mortgage market with a significant mortgage servicing rights portfolio.
Lisle Savings Bank is managed and staffed by local people with many years of service with our bank. While banking has changed drastically since 1917, there are two things that haven't changed at Lisle Savings Bank. When you call us, you get a person