Features January 2018

Ryan Belanger – Claro Advisors

As origin stories go, launching a company at your own coffee table, to little fanfare beyond the well wishes of family and a small cohort of loyal clients, almost certainly sets you apart from other financial planners. But for Ryan Belanger and Claro Advisors, unassuming roots and skyward growth are by no means mutually exclusive. […]

Scott Stone – Pentegra

Back in his days at the University of Kansas, Pentegra’s CIO Scott Stone had a professor who laid out what he called “the first three rules of investment finance”. Rule one: Get the cash. Rule two: Get the darn cash. Rule three: Get the darn cash now. Although Stone cautions that the reality of the […]

Tony McKim – First National Bank

In the era where the phrase “financial services” conjures up images of shadowy conglomerates, First National Bank is a refreshing reminder that banking can be local and community-minded. Headquartered in Damariscotta, Maine, First National Bank has been in town since 1864. More than 150 years later, it has 16 branches throughout Maine and over $1.5 […]

Testimonials

My experience with the team at Vision was great. Their professional and courteous staff took every opportunity to make the production of our article a real pleasure. From the initial contact, through the interview and all the way into production, the process was easy and fun. On behalf of the members of Anza Electric, thank you for highlighting what we do here to make rural living and cooperative membership more valuable in our community and across the country.
– Kevin Short, General Manager, Anza Electric Cooperative Inc.

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