She Holds the Future

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    Why Women Must Get Ready for the Great Wealth Transfer By Melinda Adams, Financial Advisor, CEPA®   This month, as I blow out another birthday candle, I find myself thinking less about age—and more about legacy. Not just mine, but ours. Because right now, something big is happening in the world of money. […]

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 […]