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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,…
Travis Rada lends to small businesses nationwide. As an SBA Business Development Officer, he finds purpose in helping borrowers achieve their dreams by buying businesses or expanding operations. He specializes in Small Business Administration 7(a), 504 loans up to $5MM with a focus on franchise financing, business acquisitions, expansion and start-up loans, partner buyouts, and…
In 2001, Reagan Randall sold the naming rights of his mortgage company, HomeTrust Mortgage Company, to the Asheville-headquartered company formerly known as HomeTown Bank. More than two decades later, the bank is now known as HomeTrust, and Reagan is its Business Center Leader in Cornelius, North Carolina. Reagan takes pride in being part of the…
Gene Rogero has provided financing for equipment needs ranging from material handling equipment for a large food processor in North Carolina to a public safety helicopter for a sheriff's department in Florida. As a Vice President and Equipment Finance Regional Sales Manager at HomeTrust, Gene aims to offer seamless financing solutions by paying close attention…
More than two decades ago, Patrick Smith started his career as a personal banker. Today, he exercises the role of Vice President in the SBA Business Development division of HomeTrust Bank, where he works with clients throughout Georgia and the Southeast. In his capacity, Patrick specializes in SBA solutions for partner buyouts; acquisitions, startups, and…
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…
As a HomeTrust Treasury Sales Officer based in Roanoke, Katherine Wilson uses her analytical skills to assimilate complex information and help clients. Katherine takes a consultative approach to understanding cash flow cycles and developing treasury management and deposit solutions to make her clients’ day-to-day operations more efficient. She works with companies, municipalities, and nonprofits in…
Brad Zinn, an SBA Business Development Officer, provides financing to small businesses nationwide in industries ranging from home health to manufacturing. He believes every business has a different story, and he aims to listen to each individual’s unique needs before offering up financial solutions. He specializes in National Small Business Administration (SBA 7(a), 504) loans…
