Independent Financial
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 […]
Unlocking the World of Commercial Services: Discovering the Jefferson Bank Difference
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 Capital Bank Private Wealth
Yadira “Liz” Medina; Executive Director Relationship Manager Private Banking Advisor What services do Texas Capital and its subsidiaries provide? Texas Capital, along with Texas Capital Securities and Texas Capital Bank Private Wealth Advisors, offers expertise and a full suite of banking products and services to help clients with their financial needs. Do you specialize […]
Frost Investment Services
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
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 […]