Our Team

Rolanda M. Bostick, Vice President


Rolanda is the team's Client Relationship Manager.  She has over 25 years of experience providing both financial and professional administrative services to our clients.  Ro is generally the first team member clients speak with when they call the office.  Her tasks include setting up client accounts, handling checking and visa related inquiries,performing wire transfers and all incoming account transfers and deposits.

Ro's strength is her ability to keep the team organized and on task.  Having grown up a military brat, and having raised a son, she thrives on change and enjoys the challenge of keeping up with the technological and regulatory changes in our industry.


"...Ro has been a crucial part of our team from the beginning.  The way she connects with clients is unmatched in our industry.  Her compassion and caring nature puts our clients at ease and assures them that what ever their needs are at the time they will be taken care of in a timely and efficient manner.  I truly believe that her relationship with our clients is a large part of our success..."  Ray

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