| Name | Title | Contact Details |
|---|---|---|
Steve Allison |
Chief Sales Officer | Profile |
Melissa Zornes |
Sr. Vice President l Director Employee Benefits Client Services | Profile |
Susan Gill |
Vice President of Operations, Manager Commerical Lines Client Services - Louisiana | Profile |
Rachel Fortenberry |
Vice President, Senior Talent Acquisition Manager at BancorpSouth | Profile |
Jackie Hooper |
Chief Marketing Officer | Profile |
Pacific Premier Trust is a leading self-directed IRA custodian, helping individuals and institutions hold private equity, real estate, notes and alternative assets. Contact us.
Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary Wealth`s ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms in 28 states across the country with approximately $25 billion in assets under advisement. Sanctuary Wealth includes the fully owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment adviser, Sanctuary Securities, Inc. a FINRA member broker-dealer as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.
BM Technologies, Inc. (NYSE American: BMTX, BMTX.W) is among the largest digital banking platforms in the U.S., providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. It is focused on technology, innovation, easy-to-use products, and education with the mission of being “customer-obsessed” and creating “customers for life.” The BMTX digital banking platform employs a multi-partner distribution model, known as “Banking-as-a-Service” (BaaS), that enables the acquisition of customers at higher volumes and substantially lower expense than traditional banks, while providing significant benefits to its customers, partners, and business. BMTX currently serves over two million account-holders and provides disbursement services at approximately 725 college and university campuses (covering one out of every three students in the U.S.). BM Technologies, Inc. is a technology company and is not a bank, which means it provides banking services through its Member FDIC and Equal Housing Lender partner banks.
Sandstone Capital is a Boston, MA-based company in the Financial Services sector.
We are an independent, fee-only financial advisory firm dedicated to providing client-centric financial strategies for your lifetime and your legacy.