Wealth & Fiduciary Team
About
The Wealth & Fiduciary Team at BankPlus provides comprehensive wealth management services, including estate planning, trust administration, and fiduciary advisory, to help clients manage and grow their investments. The team leverages extensive expertise in financial strategies and compliance to ensure clients receive tailored solutions for their financial goals and fiduciary responsibilities.
Team members
Andrew Hoeniges
First VP, Wealth Strategist
Ed Egger
First VP, Wealth & Fiduciary A...
James Clark
SVP, Wealth Strategies Manager
Jason Chapman
SVP, Retirement Plan Wealth Ma...
Jeffrey Lohmeier
SVP, Wealth & Fiduciary Manage...
Julia Ott
First VP, Wealth & Fiduciary A...
Lee Laird
VP, Wealth & Fiduciary Advisor
Nathan Lucas
VP, Wealth & Fiduciary Advisor
Patti Daly
First VP, Wealth & Fiduciary A...
Spencer Pipitone
VP, Wealth Strategist
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