by Editor | Jan 6, 2025 | Blog Posts
We’re delighted to introduce guest expert, Amy Willingham, Senior Vice President at National Bank of Arizona. Amy assists business clients with a variety of business and personal services, including everything from managing deposit accounts, treasury and digital...
by Editor | May 20, 2024 | Blog Posts, Wealth, Finance, and Money
Managing money is extremely stressful for some of our clients. They may have gotten mixed messages about money growing up or had parents or a life partner who managed family finances. Many of our clients are self-made—they didn’t go to business school, and some don’t...