Business Banking
Manage cash flow, mitigate risk, and strategically invest with business banking solutions encompassing both traditional commercial banking and alternative specialty finance options.
Commercial Banking
Treasury Management
Commercial Lending
Company Retirement Plans
SBA Lending
Specialty Finance
Equipment Finance
Asset-Based Lending
Accounts Receivable Financing
Floorplan Financing
Private Wealth
Protect the long-term health of your family’s financial future.
Financial Planning Services
Investment Management
Trust & Estate Administration
Private Banking
Brokerage Services
Consulting For Banks
Make strategic investment and asset liability decisions with a partner that knows how to ask the right questions.
Investment Portfolio Services
Asset Liability Management (ALM)
ALM Process Validation

Private Wealth›Financial Planning Services

Investing For Success

Ensure your financial world is secure and on-track.

Proactively Manage Your Wealth with Investment Management for Private Wealth

You deserve a certified financial planner who is committed to helping you reach your short-term and long-term goals with strategic planning and great foresight.

As a high net worth individual, your focus is on maximizing your investments while achieving your numerous financial objectives.

Organize Your Finances

Whether you own a business or had a recent financial gain, we help you understand your complex finances and organize them efficiently.

Find the Clarity You Need

With more wealth comes more financial opportunity. Achieve a clear goal-setting approach in your Financial Planning so you know when to focus on what.

Rely On Expert Advice

Take advantage of our 100 years of combined experience to help you make the best decision when it comes to investing, spending and saving money. We always put your needs first.

Discover how to invest in your success

Stay up to date with the most recent investment strategies and effective ways to maximize your wealth for the future.

10 Steps to Improve Your Finances This Year

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10 Steps to Improve Your Finances This Year

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Ignore Your Credit Report At Your Own Risk

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A Conversation With Jan Eddy

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