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Some experts believe the delivery of financial services is generic… we respectfully disagree. We strive to make you feel like you’ve never experienced better service than you do from us. We won’t treat you like a number, and we certainly aren’t just interested in your transaction. We offer financial solutions – plural. We’re interested in you, your goals, and what matters in your world.

We’re proud of our team of bankers and how hard they work for our clients and communities. We’re at your service and you can count on our team. Our responsibility is to help you. Our privilege is to find the right solution for your specific wants and needs. We promise to make you feel extraordinary attention, confidence, and ease in every relationship with our organization.

We look forward to taking care of you.

Jake Boggs
Manager, Troy Office 937-358-7145 email
Margo Booser
Manager, Main Office 937-615-1057 email
Eric Britt
Manager, Tipp City Office 937-506-4261 email
Kyle Cooper
Mortgage Lender 937-615-1045 email
Bryant Fox photo
Bryant Fox
Commercial Lender 937-615-1037 email

“Our focus is on building relationships and being your partner. We are responsive to your needs and work hard to help you succeed.”

Abby Gary
Mortgage Lender 937-778-3236 email
Kate Hoffman
Portfolio Manager
Raymond James Financial Advisor
John MacRitchie
Commercial Lender 937-615-1035 email

“We provide custom, value-added solutions for family-owned and privately held businesses. Local decision making authority makes us very responsive to our clients and prospects.”

Ken Magoteaux photo
Ken Magoteaux, CTFA
Trust Officer
Raymond James Financial Advisor
Lisa McGraw
Commercial Cash Management 937-615-1044 email

“My passion is to help my clients realize their goals. There is nothing more satisfying than watching a local business succeed.”

Cathy Morton
Commercial Loan Administration 937-615-1069 email
Chrissy Potts
Mortgage Lender 937-615-1032 email
Scott Rasor
President 937-615-1040 email
Jody Spiegel
Mortgage Lender 419-563-9002 email

I am proud to have established my career in the community I grew up in. I have a passion for serving the needs of my customers and want to help make your dream of buying a home come true.

Tim Summers
Commercial Lender 937-615-1047 email

“I enjoy taking the time to know our clients, offering customized solutions specific to the client’s need, and seeing them prosper.”

Matt Verhotz
Commercial Lender 937-615-1038 email

My goal is to partner with you and your team of other professionals to help guide you through decisions to make your business succeed and grow.