Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best, or offering a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

Shane Chareonchump
Shane.Chareonchump@assetmark.com

I partner with local financial planners to educate them on the use of housing wealth in retirement strategies and focusing on helping planners better understand reverse mortgages and how they may support income planning and long-term client outcomes.

Gina LaRosa
glarosa@mutualmortgage.com 

TowneBank started in 1999, based on the idea of strong relationships, excellent service, and the most respected and experienced bankers in each market we serve. Building on the idea of serving others and enriching lives, we now provide a full range of banking and other financial services. Dedicated to a culture of caring, we value each employee and member by embracing their diverse talents, perspectives, and experiences.

Stephen Heeseman
stephen.heeseman@townebank.net