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Nexxess International is a National Private Trust Management Company, located near Dallas, TX. Today, Nexxess has more than 200 consulting partners and we manage wealth and trusts for clients. As a leader in complex trust structuring, Nexxess can help both clients, large or small. We have staff of many different skill sets, including Financial Planners, Enrolled Agents, CPAs, Attorneys and more.
Sovereign Bank is the largest tribally-owned bank in the United States, owned by the Citizen Potawatomi Nation. The bank focuses on community-driven banking, emphasizing relationships, trust, and financial empowerment for both Native and non-Native customers. It was rebranded in 2023 to honor its tribal heritage and continues to prioritize financial stability and self-sufficiency for families and businesses. With roots tracing back to the acquisition of First Oklahoma Bank in 1984, Sovereign Bank combines the capabilities of a large bank with a small-town, relationship-focused approach. The bank promotes personalized banking solutions tailored to individual needs and offers a Financial Learning Hub for education and empowerment. Sovereign Bank is dedicated to serving all communities and investing in people, fostering opportunity and stability for future generations.
RKL is a provider of internal audit, risk management and investment advisory services for credit unions, manufacturing and distribution industries.
We arent your typical cookie-cutter insurance agency. We are privately owned and obsessed with serving our customers and our employees to the very best of our ability. We have the know-how to expertly manage risk, assets, and compliance and the grit to get the job done. Our team is made up of the brightest and most hardworking folks in the insurance industry. Were a bunch of misfits taking care of business every day. Let us know how we can take care of you.