| Name | Title | Contact Details |
|---|---|---|
Isabelle Theisen |
Chief Information Security Officer | Profile |
Joe Fong |
VP Operational Risk Officer, Cyber Risk | Profile |
Lawrence Ting |
Deputy Chief Technology Officer | Profile |
Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
Community Financial Credit UN is a Springfield, MO-based company in the Financial Services sector.
We pride ourselves on being the lending partner that helps facilitate growth while always providing exceptional, dedicated service. Every business is different and our goal is place our clients in the the type of funding product that will allow for maximum growth potential. Products: - Small Business Loans - Business Lines of Credit - SBA 7A - Equipment Financing - Accounts Receivable Financing - Commercial Real Estate Loans - Construction and Ground Up Financing - Land Loans - USDA Loans - 100% Financing for RE Projects - Hospitality Financing - Cannabis
BADGER BANK is a Cambridge, WI-based company in the Financial Services sector.
Jefferson Bank is a family-owned bank serving communities in San Antonio and surrounding areas in the Texas Hill Country. Through the years, Jefferson Bank has created an elite team of highly skilled, family oriented and civic-minded individuals who contribute to the Bank continuing success. Jefferson Bank has been a strong part of San Antonios banking community for 71 years. We are independent, locally owned and ideally structured for convenient personalized service. Our goal is to earn long term relationships every day through integrity, responsiveness and commitment.