FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Our Story
Vision
Our vision is to help our clients live their best life.
Mission
Our mission is to provide concierge financial services that create peace of mind.
Values
We do the right thing.
We are trusted partners.
We cultivate lasting relationships.
We make every moment matter.
We have FUN!
Dan Thompson
Founder, President & CEO
Jeff Kulenovic
Chief Credit Officer
Sarah Frushon
Senior Private Banker
Robyn Krumbach
Vice President Loan Operations Manager
Jennifer Thompson
Founder, Senior Vice President, Relationship Manager
Justin John
Chief Banking Officer
Alan Collins
Vice President Senior Credit Underwriter
Todd Christensen
Vice President & Controller
Danna Murphy
Chief Financial Officer
Jenifer Warnhoff
Operations Manager & BSA Officer
Katie Hill
Senior Trust Officer
Zengy Urquides
Private Banker
Trish Stark
Managing Director
Andrew Roodveldt
Senior Vice President Portfolio Manager
Nicolas Moise
Investment Associate
Brad Fain
Travis Heriaud
Katie Williams
Flynt Griffin
Dan Thompson
Coming Soon!