Our WEALTH management process begins with an assessment of needs, resources and goals.
- Do you prefer current income, asset growth, or both?
- What is your time horizon and your tolerance for risk?
- Do you have tax or legal considerations?
- Do you want to avoid – or emphasize – certain types of companies?
Answers to questions like these help us determine your investment profile and recommend an asset allocation based on specific objectives and requirements.
We believe that our clients are best served by a team of investment experts rather than a single portfolio manager. Each member of our investment team specializes in a particular asset class, sector or market. Guided by senior advisors, the team designs portfolios to meet objectives that range from very conservative to aggressive. Security allocations within each portfolio are monitored carefully and change over time as markets and economies evolve.
Our primary goal for all portfolios is to achieve favorable long-term returns without taking undue risk.
Contact us to have one of our Wealth Advisors help you build a financial strategy.
Contact a Wealth Advisor to get started
Brooks Crandell
Wealth Advisor - Phoenix
602.381.2075
BCrandell@arizbank.com
Nadia Cunningham
Wealth Advisor - Phoenix
602.381.2064
NCunningham@arizbank.com
Isabella Saydyk
Associate Wealth Advisor - Phoenix
602.381.2069
ISaydyk@arizbank.com
Allison Cox, JD, CTFA
Senior Vice President, Wealth Management
913.234.2218
ACox@bankbv.com
Tony Cox
Wealth Advisor
913.234.3024
TCox@bankbv.com
Brett Flood
Wealth Advisor
913.234.2503
BFlood@bankbv.com
Stacey Hines, J.D.
Senior Vice President, Private Client Services Market Leader
563.589.2033
SHines@dubuquebank.com
Sarah Reicks, CFA, CWS®
Vice President, Wealth Advisor
563.589.2038
SReicks@dubuquebank.com
Anita Adams
Vice President, Wealth Advisor
563.589.2156
AAdams@dubuquebank.com
Regan Takes
Associate Wealth Advisor
563.589.2132
RTakes@dubuquebank.com
Alex Larson
Assistant Vice President, Wealth Advisor
563.587.4272
ALarson@dubuquebank.com
Brittany Loeffelholz, CFP®
Wealth Advisor
563.235.8434
BLoeffelholz@dubuquebank.com
John Nemmers, J.D., CTFA
Fiduciary Officer, VP
563.587.4215
JNemmers@dubuquebank.com
Barry Kramer
Vice President, Wealth Advisor
815.637.7027
BKramer@illinoisbank.com
Gavin Doyle
Assistant Vice President, Wealth Advisor
815.777.5105
GDoyle@illinoisbank.com
Mary Ann Heine
Private Banker
952.841.9332
MHeine@mnbankandtrust.com
Donna Mohr Kinney, JD
Wealth Management Market Leader
952.841.9307
DMohrKinney@mnbankandtrust.com
Patti Skogstad
Wealth Management Fiduciary Officer
952.841.9306
PSkogstad@mnbankandtrust.com
Jacob Johnson, CFP®, CRPC®, CTFA
Wealth Advisor
952.841.9324
JJohnson@mnbankandtrust.com
Matt Peterson
Wealth Management Portfolio Manager
952.841.9318
MPeterson@mnbankandtrust.com
Camilla Serrano, CTFA
Senior Vice President, New Mexico Market Leader
505.830.8145
CSerrano@nmb-t.com
Irene R. Trujillo, CWS®
Vice President, Fidiciary Officer
505.830.8104
ITrujillo@nmb-t.com
Nicole Cardenas
Vice President, Fidiciary Officer
505.830.8106
NCardenas@nmb-t.com
Ken DeBettignies
Vice President, Wealth Advisor
505.830.8122
KDebettignies@nmb-t.com
Gaby Soto
Fiduciary Administrator
505.830.8216
GSoto@nmb-t.com
Shirl Welch
Associate Wealth Advisor
505.830.8143
SWelch@nmb-t.com
Daniel Braun
Vice President, Wealth Management Portfolio Manager
608.203.1217
DBraun@wisconsinbankandtrust.com
Julie Enloe
Vice President, Wealth Advisor
608.203.1219
JEnloe@wisconsinbankandtrust.com
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Log inProducts offered by Wealth Advisory Services, Heartland Retirement Plan Services, not FDIC Insured, are not bank guaranteed and may lose value.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Bank of Blue Valley and Blue Valley Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Blue Valley Investment Services, and may also be employees of Bank of Blue Valley. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank of Blue Valley and Blue Valley Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | ||
| Not Bank Guaranteed | Not Bank Deposits Or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.