A Message from the CEO

Looking Ahead: A Strong Start for the New Year

As we start the new year, it’s a natural time to pause, reflect and prepare. Financial well-being is a cornerstone of stability and confidence, and we want to ensure you have the support you need to start the new year on solid footing.

Set You up for Success

If you’re reviewing your financial goals or considering adjustments for the year ahead, our team is ready to help you navigate options and make informed decisions. We can identify strategies that align with your priorities and set you up for success. 

Resources You Can Trust

We partner with GreenPath Financial Wellness to provide confidential guidance and practical tools.¹ From credit counseling to debt management planning, these resources are designed to help you plan effectively.^{2, 3}

Stay Vigilant

The start of the year can be a prime time for scams, as many feel motivated to make quick changes or financial decisions. Be cautious of unsolicited calls, emails or texts requesting personal information. When in doubt, reach out to us. We’re here to help protect your security.

Your financial well-being remains our priority. Thank you for allowing us to serve you and stand with you in the new year.

Warm Regards,

Bill Cheney
Chief Executive Officer