Our Story



Our vision is to help our clients live their best life.


Our mission is to provide concierge financial services that create peace of mind.


We do the right thing.

We are trusted partners.

We cultivate lasting relationships.

We make every moment matter.

We have FUN!



Dan Thompson
Founder, President & CEO


Jen Warnhoff is the Chief Compliance Officer at Zenith Bank & Trust
Jenifer Warnhoff
Operations Manager & BSA Officer



Alan Collins
Vice President Senior Credit Underwriter
Jennifer Thompson
Senior Vice President Relationship Manager
Danna Murphy
Chief Financial Officer



Katie Hill
Senior Trust Officer
Sarah Frushon
Senior Private Banker


Zengy Urquides
Private Banker



Robyn Krumbach
Vice President Loan Operations Manager
Trish Stark
Managing Director
Andrew Roodveldt
Senior Vice President Portfolio Manager
Nicolas Moise
Investment Associate
Brad Fain
Travis Heriaud
Katie Williams
Flynt Griffin
Dan Thompson

Coming Soon!