Send Russ a referral when
- A business needs a commercial loan or a line of credit
- An owner is buying the building they currently lease
- A company is financing equipment or an acquisition
Other members you may need
Executive Director, Investments
Bryan Carroll
Oppenheimer & Co., Inc.
Send them when somebody has an old 401(k) or SEP sitting at a job they left
Full Profile Health & Life Insurance
David Banet Sr.
Oakcrest Insurance
Send them when somebody is turning 65 in the next year and does not know where to start
Full Profile Residential & Commercial Insurance
David Purvis
Farm Bureau Insurance
Send them when somebody has no idea what is actually in their policy
Full Profile