| Name | Title | Contact Details |
|---|
At BRA, we seek to raise the bar by showing our communities the attentiveness that they deserve. Our attorneys are always willing to attend a meeting or take a call, usually free of charge. In fact, property managers and board members have our partners personal cell phone numbers should a need arise after hours. We make certain to provide the same high level of service to all our associations, whether their units are numbered in the twenties or the thousands.
PartnersFinancial is a member-centric network of successful, independent peers working together to drive life insurance sales. We harness, enable and spread the knowledge, insights and expertise of over 150 life insurance and diversified firms across the country. Our expertise is matched only by our personal commitment to each others and our clients goals.
Sovereign Bank is the largest tribally-owned bank in the United States, owned by the Citizen Potawatomi Nation. The bank focuses on community-driven banking, emphasizing relationships, trust, and financial empowerment for both Native and non-Native customers. It was rebranded in 2023 to honor its tribal heritage and continues to prioritize financial stability and self-sufficiency for families and businesses. With roots tracing back to the acquisition of First Oklahoma Bank in 1984, Sovereign Bank combines the capabilities of a large bank with a small-town, relationship-focused approach. The bank promotes personalized banking solutions tailored to individual needs and offers a Financial Learning Hub for education and empowerment. Sovereign Bank is dedicated to serving all communities and investing in people, fostering opportunity and stability for future generations.
Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount todays industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation.