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Managing An Inheritance: What To Do With A Windfall
While receiving an inheritance might seem positive, consider that statistics show nearly one in three Americans who inherit money lose
About Megan
Megan Roberts has over 14 years of experience in bank client services and bank management. In her current role as Client Relationship Specialist - Private Wealth, she assists with trust and bank client inquiries and services, account documents, asset transfers, and money movement for individuals and businesses. In their free time, Megan and her family volunteer in their community with service projects.
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Protecting the Future of Your Family Business
Experts estimate that family-owned businesses worldwide contribute more than half of gross domestic product and two-thirds of employment. Family-owned businesses
Success Story
SBA Loan For Franchise Start-up
After a successful career of more than 20 years as a manager in IT sales/service/operations, our client decided to pursue