By selecting this link, you will be leaving www.htb.com and connecting to a site that is not owned or controlled by the HomeTrust Bank. Therefore, the site may offer a different privacy policy and level of security than the HomeTrust Bank web site. While we believe this source is reliable, the HomeTrust Bank does not endorse or guarantee the content, products or services offered by the site, and the site is responsible for its web site content and system availability.
Kelli Bagley focuses on providing personal banking and financing solutions for business professionals and affluent clients in the Tri-Cities, Knoxville, and Morristown, Tennessee markets. Her expertise includes helping clients learn about loan programs, rates, and the loan process; finding the right mortgage partner, commercial partner or financial advisor; and providing a personalized service that distinguishes…
David Bean strives to help his clients attain their financial goals. As a Financial Advisor at HomeTrust Investment Services and Advisor Representative at Osaic Institutions, David works toward ensuring portfolio objectives become attainable for all through his understanding of financial products, including annuities; market solutions such as stocks, bonds, mutual funds, UITs, REITs, ETFs, and…
Tracie Dowd helped implement the Professional Banking services program at HomeTrust Bank. The program, which began its work on October 1, 2018, aims to offer the highest level of service by bringing business professionals and affluent clients customized financial solutions at their location and on their schedule. As a concierge banker, Tracie works as a…
Scottie Hoogkamp is a Senior Sales Assistant and Osaic Institutions Registered Representative for HomeTrust Investment Services. In her role, Scottie streamlines operations between clients, investment advisors, commercial bankers, mortgage lenders, and treasury management professionals. She also serves as the primary contact for transaction processing, new account opening, and account maintenance requests in the Southeast. Among…
Chelsea Joyner started her banking career as a part-time teller in 2014, largely because of the position‘s flexible hours. After working with clients on their day-to-day needs, however, she fell in love with banking and proceeded to pursue a full-time career in the industry. She now works as a senior sales associate at HomeTrust Bank,…
Justin Perri is an Osaic Institutions Advisor Representative who serves the Triad, Piedmont, Greater Charlotte, and Lake Norman regions. Justin aims to help his clients achieve financial peace of mind and make informed decisions to cover short term needs and long term goals at all stages of life. His specialties include customized retirement planning, long…
Susan Puryear holds responsibility for the strategic direction of Professional Banking and Investment Services at HomeTrust Bank. As Director, Susan oversees business development and retention, new products and delivery, and operational risk management and execution. She aims to take a collaborative approach to managing her 20-some member team and enhancing the customer experience at HomeTrust,…
Josh Tallent, a Vice President and Osaic Institutions Advisor Representative, has been offering financial advice and planning services for more than 15 years. Through many cycles of the financial markets, Josh aims to be an advocate and knowledgeable guide who helps clients pursue their financial goals. After getting to know those he works with, Josh…
Jordan Williams, a Senior Sales Associate on the Wealth Management team, aims to help clients make smart financial decisions. In his role, Jordan supports HomeTrust Investment Advisors with day-to-day servicing needs, including account openings and withdrawals for clients who are developing a financial plan or protecting funds they've worked hard to build. As a liaison,…
Kenneth Wright serves Tennessee and Virginia as a Vice President and Osaic Institutions Advisor Representative. With more than 30 years of financial and investment advising experience, Kenneth specializes in helping a range of clients achieve a balance of investment income and growth. His focus includes customized retirement planning services, long-term care planning, and wealth transfers.…
