Ben J. Boyd

State Financial Services Corp. used to provide banking and financial services. Its services included accepting demand, savings & time deposits, including regular checking accounts, money market accounts, certificates of deposit & individual retirement accounts. It also offered investment brokerage and annuity products. The firm's lending products included secured and unsecured commercial, commercial real estate, residential mortgage, construction & consumer term loans on both a fixed and variable rate basis. The company was headquartered in Milwaukee, WI.

Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices.