Our Team

Local people you know and trust.

The BankPlus Wealth Management Team offers a vast amount of experience and knowledge in investment management, financial planning, trust administration and retirement services.  We work with you as a team to deliver the financial tools and services your evolving life requires.

Investment Management

Tony Edwards - CFA, CPA

  • Senior Vice President
  • Wealth Strategies Manager

James Clark - CFA, CFP®

  • Senior Vice President
  • Senior Market Strategist

Andrew Hoeniges - CFA

  • First Vice President
  • Wealth Strategist

Trust and Estate Administration

Jeffrey Lohmeier - CTFA

  • Senior Vice President
  • Wealth & Fiduciary Manager

Patti Daly - CTFA

  • Vice President
  • Wealth & Fiduciary Advisor

Julia Ott

  • Vice President
  • Wealth & Fiduciary Advisor

H. Davis Dear III

  • Vice President
  • Wealth & Fiduciary Advisor

Ed Egger

  • Vice President
  • Wealth & Fiduciary Advisor

Nathan Lucas - JD, CTFA

  • Assistant Vice President
  • Wealth & Fiduciary Advisor

Lee Laird

  • Assistant Vice President
  • Wealth & Fiduciary Advisor

Hillary Hippert

  • Wealth & Financial Planning Officer

Patti Fanning

  • Wealth & Fiduciary Officer

Retirement Plan Consulting and Administration

Jason Chapman - AIF, QPFC, QPA, ERPA

  • First Vice President
  • Retirement Plan Wealth Manager

Phyllis Saxton - CRSP

  • Assistant Vice President
  • Retirement Plan Wealth Advisor

Trust Operations

Paula Spurgeon - CSOP

  • First Vice President
  • Fiduciary Operations Manager

Twiggy Hayes

  • Fiduciary Operations Officer

Tyler Champion

  • Fiduciary Operations Associate

Compliance

Patricia Martin - CFIRS

  • Assistant Vice President
  • Wealth & Fiduciary Compliance Manager

Investment Services Are: