| Name | Title | Contact Details |
|---|---|---|
Trish Brown |
Human Resources Director | Profile |
Justin Burleson |
SVP/Chief Operating and Financial Officer | Profile |
Cliff Wantz |
Senior Vice President of Lending and Product | Profile |
Triad Partners is a financial services organization based in Sugar Land, Texas, founded in 2020. The company focuses on empowering financial advisors to grow their businesses while maintaining personal fulfillment and work-life balance. Triad Partners operates under the principle of "Do Business and Do Life" (DBDL), aiming to create significance beyond just financial metrics. The company offers a range of services, including coaching and development tailored to help advisors refine their vision and build effective teams. Triad also fosters community building through a network of elite advisors, known as "The Movement," who collaborate for professional and personal growth. Additionally, its T3 division provides branding and creative services to help advisors differentiate themselves in competitive markets. Triad Partners emphasizes educational frameworks and operational tools to enhance efficiency while supporting advisors personal freedom.
Harrison Deposit Bank and Trust Co is a Cynthiana, KY-based company in the Financial Services sector.
The Federal Reserve System is the Central Bank of the United States. It was founded by Congress in 1913 to provide the nation with a safer, more flexible and more stable monetary and financial system. Over the years, its role in banking and the economy has expanded. Today the Federal Reserve`s duties fall into four general areas: Conducting the nation`s monetary policy by influencing the monetary and credit conditions in the economy in pursuit of maximum employment, stable prices and moderate long-term interest rates. Supervising and regulating banking institutions to ensure the safety and soundness of the nation`s banking and financial system and to protect the credit rights of consumers. Maintaining the stability of the financial system and containing systemic risk that may arise in financial markets. Providing financial services to depository institutions, the U.S. government, and foreign official institutions, including playing a major role in operating the nation`s payments system.
Founded in 2002, Oregon Coast Bank is a locally owned and operated community institution with over $258 million in assets. The bank has provided more than $794 million in financing to local families and businesses. Oregon Coast Bank operates offices in Lincoln City, Newport, Toledo, Waldport, Pacific City, and Tillamook.
North Shore Bank is a locally-owned and managed, independent, community bank that has been operating in the Duluth area for over 100 years. We proudly offer a full array of traditional personal and business banking products, mortgage services, and a full selection of trust and investment services all handled by our experienced and professional staff. At North Shore Bank we are committed to exceeding our customers` expectations. We don`t just go the extra mile, we live there. We`ve updated our look recently with a new logo, and this new website, but some things will never change. North Shore Bank is proud to operate every aspect of our business with the highest level of ethics, integrity, and customer service values. Our customers always come first with the goal of creating an exceptional experience at every level. MISSION STATEMENT: At North Shore Bank, the basis of each customer relationship, many of which span generations, is trust. You have chosen to do business with North Shore Bank, and we are obligated to honor that relationship with great care, beginning with the information you have chosen to share with us. We believe that your privacy should never be compromised. At the same time, we want to offer you the array of financial products and services you need to accomplish your financial goals.