Features Finance

Jason Delman – Mariner Finance

Est. reading time: 3 mins

John Smith enjoys digging deeply into technology and customers rave about the new app he helped develop. He likes working behind the scenes. Jane Doe, another employee, lives for personal interactions. She likes helping borrowers navigate the loan process because it can improve their lives. John and Jane aren’t real Mariner Finance employees, but they […]

Madison Grey – NFM Lending

Est. reading time: 4 mins

With over two decades of experience in the human resources industry, Madison Grey has learned that employees are the building blocks of a company—and that the human resources department is its foundation. A strong foundation is necessary to ensure that employees are engaged at work and are satisfied with their benefits. It also staunches a […]

Ryan Bartley – Catamount Financial Advisors

Est. reading time: 4 mins

It’s a near-certainty for business owners: at some point, they will need to part with their business. While most business owners are aware of this, few have the foresight to plan ahead, an oversight that could cost them a lot of money in the long run, according to Ryan Bartley. That’s why, as the senior vice president of investments […]

Javier Oroz Coppel – AXA México

Est. reading time: 5 mins

“A System of Lessons Learned” is how Javier Oroz Coppel refers to the repository that he and his in-house team are compiling of the judicial rulings and case law that AXA México has dealt with in recent years. Whatever the outcome is in a case, there’s always something to be learned, he reminds from the […]

Martijn Tel – SiriusDecisions

Est. reading time: 4 mins

Martijn Tel breaks down financial executives into three categories. First, there are what he calls blue-collar executives, who wade, elbow-to-elbow with their accounting team, into the thick of balancing the books and compiling reports. These executives are often a necessity for scrappy startups. Then, there are the white-collar CFOs—typically found at larger companies—who focus on […]

Ryan Belanger – Claro Advisors

Est. reading time: 5 mins

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. […]

Lou Hoffman – Albuquerque, New Mexico

Est. reading time: 6 mins

A mechanical engineer by training, who enhanced his credentials with an MBA, also from the University of New Mexico, Lou Hoffman has ample opportunity to use his diverse background as director of finance and administrative services for Albuquerque. “In engineering you learn that you can’t solve what you can’t define,” the mild-mannered, 70-year-old public administration […]

Richard Kuehn – EPES Transport System Inc.

Est. reading time: 4 mins

Nowadays, almost every office worker’s resume states that the candidate is well-versed in Microsoft programs like Word, Outlook, PowerPoint and Excel. Of course, this wasn’t always true. When the first version of Windows was unveiled in 1985, few people knew how much technology would soon make their lives easier, and even fewer knew how to […]

He’ll guide you home

Est. reading time: 5 mins

Upon crossing an impressive bridge over a tidal river, folks driving into the most northeastern state are greeted by a “Welcome to Maine” sign that includes two more messages that really are complementary: “The Way Life Should Be” and “Open For Business.” Mainers like to strike the right balance between working hard and enjoying the […]

Ever candid and on the money

Est. reading time: 5 mins

Tom Masthay doesn’t necessarily agree that the financial industry deserves the public’s suspicion, but can understand from where it comes. After all, high finance—heck, even low finance—isn’t a subject readily comprehended by the masses, and the folks in charge sometimes seem to want it that way. But as director of real assets for the Texas […]

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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.
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vol. II 2022

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