What Our Clients Are Saying
We are constantly looking at ways to have better management information and PBMares always has great ideas on how we can achieve that. We have been fairly limited in the past because our core system would not allow us to perform certain functions. PBMares has given the bank, its operations personnel and the chief financial officer advice on making a switch to a new core processor and with their assistance, we have made a good decision for the bank and are moving in the right direction.
A. Pierce Stone
Chairman, Board of Directors
Virginia Community Bank
Our Financial Institutions Team consists of highly experienced professionals, with deep industry knowledge and a commitment to providing exceptional client service to a wide range of financial institutions, including broker dealers, mortgage originators/servicers, banks and credit unions. From start up de-novo institutions looking to grow, to more complex organizations looking for a higher level of expertise, we provide a full range of services.
In addition to traditional services, PBMares offers financial institutions WolfPAC Integrated Risk Management®, a secure, on-line suite of risk management tools that incorporates elements of enterprise risk into a single integrated solution. WolfPAC® provides a centralized view of your risk profile across your people, processes and technologies, decreasing risk exposure to save you time and money.
Click here to learn more about WolfPAC®. To request a complimentary demonstration, please contact a member of the Financial Institutions Team.
Issues & Perspectives
Articles Team members frequently write articles on topics of interest to our financial institution clients. These articles, which are published in both regional and national publications, can be accessed by visiting our Articles page.
Webinar Recordings The team routinely holds webinars on various topics affecting the industry. Our most recent webinar, 15 Financial Ratios Every Board and Supervisory Committee Member Should Know, is the second webinar in a three part series on effective governance.
To access a recording of 15 Financial Ratios Every Board and Supervisory Committee Member Should Know, please click here.
- Harvey L. Johnson, CPA, Team Leader
- Thomas B. Healy, CPA
- James V. Poti, CPA
- Lawrence Schwartz, CPA, MBA, CVA
- Brian Windley, CPA