Financial Advisory Services Team
Connect with our qualified financial advisors who specialize in retirement planning, investment strategies, and wealth management
Our Expert Advisory Team
Our advisory team includes Certified Financial Planners (CFP) and investment professionals with decades of combined experience in regional financial services. Each advisor brings specialized expertise in estate planning, portfolio management, and comprehensive wealth strategies tailored to local banking needs.
Sarah Mitchell, CFP®
Senior Financial Advisor
With 18 years of experience in regional banking and wealth management, Sarah specializes in retirement planning and investment strategies for local families and businesses.
Certifications & Education:
- Certified Financial Planner (CFP®)
- MBA Finance, University of Arkansas
- Series 7 & 66 Licensed
Specializations:
Retirement Planning Estate Planning Tax Strategies
Michael Thompson, CFA
Investment Strategist
Michael brings 15 years of investment management experience, focusing on portfolio optimization and risk management for regional banking clients seeking long-term growth.
Certifications & Education:
- Chartered Financial Analyst (CFA)
- BS Economics, Missouri State University
- Series 65 Licensed
Specializations:
Portfolio Management Risk Assessment Market Analysis
Jennifer Rodriguez, CFP®
Wealth Management Advisor
Jennifer specializes in comprehensive wealth management and estate planning, helping local banking clients preserve and transfer wealth across generations with 12 years of experience.
Certifications & Education:
- Certified Financial Planner (CFP®)
- JD Law, University of Oklahoma
- Series 7 & 63 Licensed
Specializations:
Estate Planning Wealth Transfer Trust Services
Robert Chen, ChFC®
Retirement Planning Specialist
Robert focuses exclusively on retirement planning and income strategies, helping regional banking clients navigate 401(k) rollovers, IRA management, and Social Security optimization with 20 years of expertise.
Certifications & Education:
- Chartered Financial Consultant (ChFC®)
- MS Finance, Kansas State University
- Series 6 & 63 Licensed
Specializations:
401(k) Planning IRA Management Social Security
Amanda Foster, CFP®
Business Financial Advisor
Amanda specializes in business financial planning and corporate retirement plans, serving local businesses and their employees with comprehensive financial solutions and 14 years of regional banking experience.
Certifications & Education:
- Certified Financial Planner (CFP®)
- MBA Business Administration
- Series 7 & 66 Licensed
Specializations:
Business Planning Corporate 401(k) Employee Benefits
David Williams, CLU®
Insurance & Annuity Specialist
David provides comprehensive insurance planning and annuity strategies, helping regional banking clients protect their wealth and create guaranteed income streams with 16 years of specialized experience.
Certifications & Education:
- Chartered Life Underwriter (CLU®)
- BS Risk Management, Texas A&M
- Series 6 & 63 Licensed
Specializations:
Life Insurance Annuities Income PlanningComprehensive Financial Advisory Services
Investment & Portfolio Management
- Asset allocation strategies
- Risk assessment and management
- Portfolio rebalancing
- Tax-efficient investing
Retirement & Estate Planning
- 401(k) and IRA optimization
- Social Security maximization
- Estate planning strategies
- Trust and legacy planning
Decades of Combined Experience
Our financial advisory team brings over 95 years of combined experience in regional financial services, specializing in local banking tools and community-focused wealth management strategies.