Our Edge: Teller recognition of a customer’s growing financial needs, insight into the client’s needs, awareness of the full menu of products and services available through Union Bank, and objective financial planning capability to build trust.

OUR TEAM >
(LEFT TO RIGHT, TOP TO BOTTOM)

MATHEW HOLBROOK, A SENIOR FINANCIAL ADVISOR FOR UNIONBANC INVESTMENT SERVICES, AND SHAYNE OLSEN, THE FINANCIAL SERVICES OFFICER WHO GENERATED THE ORIGINAL REFERRAL

FINANCIAL PLANNING ASSOCIATE
JAMES HEITMAN