Industry Experts

Despite challenges impacting the Montgomery area such as rising costs and supply chain issues, local collaboration between businesses and nonprofits is creating meaningful impact for our community. Through this collaboration these groups are addressing critical needs, including neighborhood revitalization, creating growth opportunities and launching affordable housing initiatives.

Estate planning can be a sensitive and complicated subject. Family dynamics, emotional hurdles and complex regulations can make it feel overwhelming. If you’ve been putting off estate planning because it feels uncomfortable or challenging, you aren’t alone.

The River Region has many wonderful nonprofits that are committed to serving our community. The staff and volunteers of these nonprofits work daily to meet the needs of the individuals and families that call this region home.

What a year 2024 turned out to be! We started out the year coming off of an impressive 26.3% return by the market (S&P 500) which stood at 4,745.20 at the end of 2023.

For many people, getting financially fit is a priority in 2025. At Regions, our bankers are committed to providing guidance, insights and tailored financial solutions to help people build financial confidence.

As we approach 2025, the financial landscape is set to evolve, presenting most with a mix of optimism and caution. Stabilizing interest rates offer promising growth opportunities, while global tensions remind us to proceed with care.

A new year brings new opportunities—and technology is no exception. Each year, advancements in technology offer numerous ways to make your business more efficient, effective and competitive.

It’s been a year of milestones for Jackson Thornton Wealth Management. In September, we commemorated our 25th anniversary in the business and now, we’re proud to announce that we have crossed the $2 billion mark in Assets Under Management.

October 1st marked the 25th anniversary of the founding of Jackson Thornton Asset Management. It’s an unbelievable story for an investment advisory firm, born from a CPA firm, to have accomplished milestones such as (almost) $2 billion under management and more than 1,000 client lives touched by our services. I tell people frequently that I can’t wait until ESPN comes out with the “30 for 30” episode about our organization.

October 1st marked the 25th anniversary of the founding of Jackson Thornton Asset Management. It’s an unbelievable story for an investment advisory firm, born from a CPA firm, to have accomplished milestones such as (almost) $2 billion under management and more than 1,000 client lives touched by our services. I tell people frequently that I can’t wait until ESPN comes out with the “30 for 30” episode about our organization.