Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


Our advisors

Joe Scroggins

Financial Advisor

Associate Vice President
Learn more about Joe Scroggins Visit Joe Scroggins's website

Rodney Schmitz

Financial Advisor

Associate Vice President
Learn more about Rodney Schmitz Visit Rodney Schmitz's website


Our team

Krista Hoffman

Krista Hoffman

Client Service Specialist

Muhamed Mehmedovic

Muhamed Mehmedovic

Client Service Specialist

Sheri Davis

Sheri Davis

Lead Client Service Associate