Customers will have access to a full range of investment options including stocks, bonds, mutual funds, annuities and trust services through the Bank’s partnership with UVEST Financial Services.
“We are very pleased to have both Richard and Madeline join our team. Their background, experience, and focus on customers are an excellent fit for our Partnership’s culture,” stated F. Ed Broadwell, Jr., Chairman and CEO of the HomeTrust Banking Partnership. “As our Bank continues to grow and expand, we remain committed to providing investment solutions that will help individuals and families in our community reach their financial dreams.”
“In addition to their experience, both Richard and Madeline have a keen ability to connect with Main Street customers, understand their needs, and deliver a financial plan that is customized and meets their individual investment goals for the future,” commented Dana L. Stonestreet, President and Chief Operating Officer of the HomeTrust Banking Partnership. “With the wide range of investment products and services available in the marketplace, our customers need experienced investment consultants such as Richard and Madeline who can offer their experience and guidance for today, tomorrow, and years to come.”
Peek has 12 years of experience in financial services. He has earned numerous sales and production awards throughout his career including recognition as a Financial Consultant Top 50 Producer for UVEST in 2003. Peek holds Series 7 and 63 security licenses as well as a North Carolina Life and Health license. He holds a Bachelor of Science in Business Administration degree from Western Carolina University. After recently relocating from Boone, N.C., Peek and his family now reside in Arden.
Clas has 10 years of experience in financial services. She is a Certified Retirement Plan Specialist and is completing additional training for a Certified Financial Planner certification. In addition to holding Series 7 and 63 security licenses, Clas is also licensed in North Carolina for life and annuity insurance. Clas and her husband live in Tryon where she is an active equestrian enthusiast.
About HomeTrust Bank
HomeTrust Bank is a mutually owned bank with an 82-year history of serving families and businesses in Western North Carolina. HomeTrust Bank offers a variety of home loans, consumer loans, Better-Than-Free checking accounts, Online Banking, and a broad range of investment options to help families build a secure financial future. The Bank also offers a full array of financial products designed especially for businesses.
HomeTrust Bank, along with Tryon Federal Bank, Shelby Savings Bank, Home Savings Bank and Rutherford County Bank, comprise the HomeTrust Banking Partnership. By combining their resources in Partnership, each member institution has expanded their ability to provide new products and services, more convenient locations, and greater support for their local communities while preserving their hometown banking traditions.
Together, the HomeTrust Banking Partnership has assets of over $1.3 billion and is the largest mutual bank headquartered in North Carolina and the 2nd largest in the Southeast.
HomeTrust Bank (formerly named Clyde Savings Bank) has offices in Buncombe, Henderson, and Haywood Counties. Tryon Federal Bank, Shelby Savings Bank, Home Savings Bank and Rutherford County Bank have offices in Polk, Cleveland, Rockingham and Rutherford Counties, respectively.
Investment services are offered to customers of HomeTrust Bank, Shelby Savings Bank, Tryon Federal Bank, Home Savings Bank and Rutherford County Bank through the Bank’s partnership with UVEST Financial Services, member FINRA/SIPC.
UVEST and the HomeTrust Banking Partnership are independent entities. Investment products are not FDIC insured, not bank guaranteed, and may lose value.
