Independent Financial

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Laurie Griffith, San Antonio Market President and Alan Goss, Senior Vice President, Relationship Manager   What services do you provide? We offer a wide range of lending and account services for businesses and families. For businesses, our loans range from commercial real estate construction/rehab/permanent financing, middle market lending and SBA lending to builder finance and […]

Amarillo National Bank, Now in San Antonio

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What services do you provide? Business lending is our specialty. We provide commercial loans for small businesses, agribusiness, medical partnerships/practices, and commercial real estate. We also make loans for working capital, receivables, and inventory, along with vehicle and fleet financing. Other services include letters of credit, business credit cards, single-pay notes, commercial construction, and professional/executive […]

Unlocking the World of Commercial Services: Discovering the Jefferson Bank Difference

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Brandey Orsag, EVP, Chief Lending Officer In the ever-evolving landscape of commercial services, Jefferson Bank stands out as a true leader. “Jefferson Bank prides itself on its extensive lending portfolio, offering a comprehensive range of products to a diverse clientele,” says Brandey Orsag, EVP Chief Lending Officer. From consumer to commercial loans, including lines of […]

Texas Financial Advisory

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What sets you apart from other financial planners?  In wealth management, an advisor has three career paths: 1) A Registered Rep (RR) with a Broker/Dealer, 2) An Investment Advisor Rep (IAR) with a Registered Investment Adviser, or 3) Dual registered as both an RR and IAR. I chose the road less traveled, that of an […]

Broadway Bank Wealth Management

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1.  How do you measure success with your clients? Success with a client means we have a good rapport, and the client feels comfortable being open and honest about their financial goals. We surround our clients with a team based on the types of assets they would like us to manage, be it securities, real […]