| Name | Title | Contact Details |
|---|---|---|
Diane Ellsworth |
Chief of Staff | Profile |
How do you define wealth? Our financial advisors are here to help you achieve those aspirations, whatever they may be for you and your family.
Bain Capital is an American private investment firm based in Boston, Massachusetts.
Macdonald Shymko & Company Ltd is a Vancouver, BC-based company in the Financial Services sector.
Meta Financial Group, Inc.® (NASDAQ Global Market®: CASH), headquartered in Sioux Falls, S.D., is the holding company for MetaBank®, a federally chartered savings bank, Member FDIC. MetaBank operates in several segments within the Banking and Payments industries including: MetaBank, the community banking division, operates 10 community branches in four market areas: Central Iowa; Storm Lake, Iowa; Brookings, S.D.; and Sioux Falls, S.D. MetaBank offers traditional banking services designed to serve the needs of individual, agricultural and business depositors and borrowers. Meta Payment Systems (MPS) is a recognized leader in the prepaid card industry and provides innovative payment solutions delivered nationally in collaboration with market-leading partners. MPS consistently ranks as one of the top two prepaid card issuers in the US and has the largest “white label” ATM network in the nation. AFS/IBEX provides short-term, collateralized financing to facilitate the purchase of insurance for commercial property, casualty and liability risk. Refund Advantage, based in Louisville, Ky., provides tax refund-transfer software and related products for Electronic Return Originators (EROs) and their customers. EPS Financial (EPS) provides comprehensive tax-related financial transaction solutions. Their innovative, full-suite of solutions include refund settlement products, prepaid payroll card solutions and merchant services. Specialty Consumer Services (SCS) provides consumer tax advance services through its proprietary underwriting model and loan management system. MetaBank`s vision is to promote financial inclusion for everyone™. In 2017, Meta Financial Group was named one of the top 100 Fastest-Growing Companies (Fortune magazine).
Asset Planning is a Los Alamitos, CA-based company in the Financial Services sector.