Tag Archives: community

How to Choose a Mortgage Lender

Reminds me of an earlier post here. Another topic your community wealth adviser can help you with!

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The Wisdom of Warren

As a veteran banking  professional and former senior executive leader at Wells Fargo Bank, I have been a student and follower of the teachings of Warren Buffett for many years.  Its no secret that Warren and his company Berkshire Hathaway … Continue reading

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Be a leader in your community…

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Introducing… Your Community Bank Wealth Advisor!

Financial planning is a very important and very sensitive matter for consumers to tackle. When individuals think about and reflect on their future with respect to financial growth and stability, they are caused to deal with so many “what if” … Continue reading

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