CommerceWest Bank is determined to redefine banking for small and mid-sized businesses throughout Southern California and the surrounding areas. Within an intelligently organized framework, we will provide flexibility, creating a complete, safe, and sound banking experience for each client, servicing owners and catering to their specific business and individual banking needs. We will work to accommodate our clients, rather than force our clients to accommodate us, providing high-quality, low-stress, and personally tailored banking and financial services. By employing a strategically selected team of experienced professionals, we will carefully shepherd the assets with which we are entrusted. In the process of doing so, we will maximize the financial potential of these accounts, ensure the stability of our institution, and deliver profitable returns, enhancing shareholder value.

Passy-Muir is a manufacturer of Tracheostomy & Ventilator Swallowing and Speaking Valves. We at Passy-Muir believe that communication is the essence of the human spirit; it is essential to individual rights and dignity. We are committed in our efforts to offer tracheostomized and ventilator dependent patients a step towards independence and dignity through speech.

Capital Strategies is a wealth preservation-focused insurance firm serving ultra-high-net-worth families and their companies. We cultivate and analyze data to inform effective, proprietary life insurance planning, while utilizing intelligent, tax-efficient strategies to minimize income- and estate-tax liabilities. Since 1989, we have earned the confidence and trust of our clients by delivering the highest level of service and excellence in coverage. Our firm’s singular focus on optimizing the transfer of wealth has fostered the long-term relationships on which we pride ourselves today. ***Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker/dealer and investment advisor, Member FINRA/SIPC. Capital Strategies Group, Inc. Is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. Nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines