| Name | Title | Contact Details |
|---|---|---|
Arlene Jacovino |
Vice President, HR Business Partner | Profile |
Joe Bae |
SVP - Director of Commercial Client Services | Profile |
Melissa Arriaga |
Assistant Vice President, Client Service Associate - Investment Management Division | Profile |
Vanessa Parrish |
First Vice President, Sales and Client Service | Profile |
Maria Sanjuanelo |
Vice President of Financial Procurement | Profile |
PyraMax Bank is a publicly held community bank headquartered in Greenfield, Wisconsin and also has offices in Franklin, Grafton, Greenfield, Mukwonago, South Milwaukee, and Waukesha. Whether you`re looking for a Home Loan, Home Equity Line or Loan, Business Loan, Free Checking, Mobile Banking, Online Banking, Online Bill Pay, a great rate on a Certificate of Deposit or Individual Retirement Account, Health Savings Account, or a Moola Moose Kid`s Savings Account, we can help. Just call one of our friendly, knowledgeable Personal Bankers at any of our six branches. Our mission is to be a financial institution where our employees work as a team to provide value to our clients while being fiscally responsible to the bank in every community we serve.
Grow With Us. The CFD Companies are committed to helping Registered Representatives, Life Insurance Agents, and Investment Adviser Representatives become trusted advisers who are committed to the Financial Planning process in such a way that they can serve their clients in a professional manner without being either "captive" to an Insurance Company and its Broker/Dealer or an isolated individual trying to be totally independent. Our Belief is that Clients planning needs are best served by an Independent Investment Adviser they can trust, and with whom they can develop friendships. The CFD Companies are the outgrowth of a singular financial organization founded in 1969. Our founder was one of the early pioneers in the financial planning movement who believed clients should have "planning" services available on a fee basis without being obligated to implement products through the Broker/Dealer the planner represented. As a result, to position himself so that the needs of the clients could always be placed first, CFD Investments, Inc., a Registered Broker/Dealer, was founded in 1990. The intent then and now is to build a firm started by an adviser for advisers to serve their clients by always placing client needs ahead of the needs of the firm and its advisers. Our key strengths include our commitment to being a firm of integrity regardless of circumstances, our commitment to helping our advisers serve their clients in the manner we would like to be served if we were in their circumstances, and our commitment to placing our mission of helping people achieve their goals and objectives before the commission earned by our Advisers while attempting to teach stewardship and demonstrating Kingdom Values. Advisory services are provided through Creative Financial Designs, Inc., Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA & SIPC 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600
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