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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…
As a Vice President and Financial Advisor at HomeTrust, John Callaway works with families and individuals at every stage of life to protect and grow wealth, plan for retirement, and ensure successful business succession plans. In his role, he blends tax-efficient tactics with portfolio and investment management, including mutual funds, equities, annuities, insurance, long-term care…
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,…
Kimberly “Kim” Loftin has spent more than three decades helping individuals and families build confidence through financial planning and personalized guidance. As Vice President and Financial Advisor at HomeTrust Bank and Osaic Institutions, Kim focuses on retirement planning and comprehensive money management, supporting clients across The Carolinas, Tennessee, Texas, Georgia, Florida, and Virginia. Kim is…
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…
Eric Van Buskirk provides financial guidance and strategic planning to clients across the state of Virginia. As an Osaic Institutions Advisor Representative and Vice President at Home Trust Investment Services, Eric serves individuals, trusts, estates, and others with investment management, portfolio stewardship, and planning services. Eric seeks to ensure his clients are well-positioned to navigate…
