Banking Services

Private Banking

At Loft Advisors, we offer a customized approach to private banking and wealth management for entrepreneurs, families, high-net-worth individuals, and the emerging affluent.

Trust

Loft Advisors’ overall approach is to provide individuals and families with expert advice and exceptional service in estate and trust administration.

Investment Management and Insurance services provided through Raymond James and Raymond James Insurance Group.

Advisors

Dan Statema

Chief Marketing Officer

Brent Reilly

Senior Vice President- Director of Private Banking

Rocky Rehfeldt

Executive Vice President- Private Banking

Chris Conrad

Senior Vice President- Private Banking

Allan Johnson

VP - Private Banking

Kari Borns

Vice President- Private Banking Operations Manager

Tyler Bowen

SVP, Wealth & Trust Department Manager

Dianne Harris

Senior Vice President- Wealth & Trust