The Dossier: Jefferson Bank Private Banking

Jefferson Bank

Pictured L-R: Mary Ellen Archer, Carixa Martinez, Katie Butler, Whitney Pigg, Vilma Pena, Betsy Baker   What type of clients benefit from having a Private Banker?   Our solutions cater to diverse situations: Family Offices, complex businesses pursuing personalized services, or families with a legacy of wealth seeking approachable advice. We understand the unique requirements […]

Frost Investment Services

Dossier Broadway DT1 4153 JulAug2web

We take a personal approach to investing. After all, it’s about your family, your goals, your lifestyle and your dreams. Together, we’ll work to take care of you and your family today and for generations to come. Who needs help with financial planning?  I believe everyone can benefit from a financial plan, no matter what […]

Texas Financial Advisory

Dossier BrooklynChandlerWiley DT1 4085 JulAug23 web

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 […]

Business Financial Group

BFG Lynn Weirich 1N1A2483 portrait JulAug23 1

Lynn Weirich* AIFA®, RHU®, CLU®, ChFC® President and co-founder of Business Financial Group  Lynn Weirich* is President and co-founder of Business Financial Group (BFG), a human resources consulting firm celebrating its 25-year anniversary. BFG helps business owners manage their back-office responsibilities related to their most important asset: their people. Services include payroll, timekeeping, onboarding, training, […]

Banking on Relationships

women in banking

Our featured Women in Business put people first through genuine care and determination to help those customers reach their goals.