Personal Financial Services
Located at your hometown bank, we have a genuine interest in helping you establish and maintain financial security. We provide a comprehensive array of financial services and dedicated, experienced specialists to guide you every step of the way.
Personal Financial Services offered:
- Retirement Strategies
- Investment Management
- Education Savings
- Life Insurance
- Long-term Care Insurance
Business Financial Services
Our team of financial services specialists helps businesses make essential back-office decisions, from investments to employee programs to retirement. We’ve done it for thousands of businesses—let us do it for yours.
Business Financial Services offered:
- Investment Management
- Employer & Employee Benefits
- Retirement Strategies
Meet Your Financial Services Team
Robert Koczent
Vice President, Director of Financial Services & CRPC®
CRPC CONFERRED BY COLLEGE FOR FINANCIAL PLANNING
David DeRaddo, CFP® ChFC®
Assistant Vice President
Kim Emperato, CRPC®
Wealth Manager
CRPC CONFERRED BY COLLEGE FOR FINANCIAL PLANNING
Donna J. Johnson, CFP® CLU® ChFC® RICP® MBA
Wealth Manager
RICP CONFERRED BY THE AMERICAN COLLEGE
Catherine Reynolds
Wealth Manager
Mirinda Saxton
Financial Services Assistant
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