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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,…
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…
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.…
As a native of Madison County, Cherlon Young is passionate about supporting the growth of small businesses at a locally-owned bank where "a handshake still conveys promise." Cherlon started her career as a bank teller and spent the next three decades working her way up the ranks and retiring as a top performing branch manager…
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…
