Dossier – Armand Financial
Sarah A. Ramirez, President and Founder What is your specialization in the financial services industry? I specialize in comprehensive wealth solutions for executives and business owners navigating complex financial situations that go far beyond traditional financial strategies. While many financial professionals offer cookie-cutter solutions, I partner with professionals to navigate the financial complexity […]
Dossier – theKFORDgroup
Kim Ford Vision, Values, and Compassionate Leadership Kim Ford leads theKFORDgroup with a clear vision grounded in service, trust, and compassion. She is passionate about empowering clients by understanding their unique challenges and helping them navigate every stage of their financial journey. Her focus on personalized planning spans income tax, estate, financial, retirement, […]
Dossier – Frost Investment Services
What is your specialization in the financial services industry? I provide personalized, relationship-based guidance with a strong focus on understanding each client’s goals, challenges, values, and unique financial situation. – Misty Thompson, Wealth Advisor What do you love most about working in financial services? I truly enjoy working with all our clients, but […]
Dossier – Broadway Bank
Left to Right: Elizabeth Strait, Wealth Advisor; Sarah Hansen, Trust Advisor; Julie Hardaway, Director of Trust & Specialist Advisory Services; Monica Bonilla, Estate Settlement Specialist; Casey Seitz, Wealth Advisor What is your specialization in the financial services industry? Broadway Bank Wealth Management is a full service team made up of highly credentialed professionals. […]
Dossier – Jefferson Bank
Racheal Centeno Senior Vice President, Treasury Management Sales Officer What is your specialization in the financial services industry? I specialize in Treasury Services for Business and Corporate customers, focusing on cash management, liquidity optimization, payment and receivables processing, fraud prevention, and customized financial reporting. My goal is to help customers streamline their operations and […]