Creating A Community Financial Oasis - A Holistic Approach to Banking and Wealth Management

Banking on Growth

Welcome to a transformative episode of "Banking on Growth," presented by Midwestern Securities and hosted by Michael Graham, CFP®. Join the conversation with Fairfield National Bank's leaders—Luke Harl, VP of Asset Management; Jonathon Farmer, CPA, MBA, Vice President of Tax and Accounting; and Rich Montgomery, Chief Risk Officer and Trust Officer—as they delve into creating a community financial oasis and building a holistic approach to banking and wealth management. Explore the strategic initiatives driving community wealth growth in Illinois and discover how Fairfield National Bank pioneers a holistic approach, seamlessly integrating tax, accounting and investment services into traditional banking practices. From diversifying business lines to fostering internal growth through cross-departmental training, this episode navigates the complexities of cash management and risk management, providing profound insights into shaping a resilient and interconnected community through innovative financial strategies.
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