Oct 13 2023 37 mins
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.
Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.
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