| Name | Title | Contact Details |
|---|---|---|
Melanie Farris |
Director of HR Business Partners | Profile |
Darla Voss Poehler |
Senior Director, Revenue Accounting | Profile |
Zeeshan Gauba |
Director, Client Success | Profile |
Chris Slaughter |
Director, Client Sales | Profile |
Sam Risley |
Vice President Finance | Profile |
Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.
First National Bank Muscatine is a Muscatine, IA-based company in the Financial Services sector.
ufmsb is a Morris, MN-based company in the Financial Services sector.
With assets at $9.5 billion, Old National Bancorp is the largest financial services bank holding company headquartered in Indiana. From its initial acquisition in 1985, Old National continues its traditional community-banking heritage. Old National boasts a 180-year history of solid performance as a result of the company's unfailing commitment to meeting the diverse needs of its clients, associates, and shareholders. Headquartered in Evansville, Indiana, Old National Bancorp owns multiple financial services operations in Indiana, Illinois, Kentucky and Michigan. The company provides a comprehensive range of financial services including commercial and retail banking, trust, brokerage, correspondent banking, and insurance.
Bank of Morton is a Morton, MS-based company in the Financial Services sector.