Our Private Banking division has developed strong partnerships with professionals to provide you the expertise you deserve in areas beyond Tech CU's reach.

Contact your Private Banking Manager to set up an appointment for you with any of the following experts:

• Estate Planning & Trust Services
  
  Steve Davidson, Attorney
  
  Jewel & Stoneman
  Susan Jewel, Attorney
  www.legacylaw.com
  
• Tax Planning
  
  Kawamoto, Weil & Company
  Ken Kawamoto, Managing Partner
  www.kwco.com
  
  Mohler, Nixon & Williams
  Jason Adkins, Owner
  www.mohlernixon.com
  
  
• Wealth Management & Investment Research
  
  Bernstein Global Wealth Management
  Don Bice, Vice President
  www.berstein.com
  
• Entreprenuer & Start-ups Resources
  
  Access Growth
  Chris Zelenka, Director
  www.accessgrowth.com
  
• Mergers & Acquistions Firms for Privately Held Businesses
  
  The Results Group
  Robert Hitchcock, Managing Partner
  www.trgba.com

Please contact your Private Banking manager for more information or to have an appointment scheduled for you to meet with any of our expert referral partners.