Happy State Bank Announces New Investment Team
PLAINVIEW, TX – January 4, 2019 – Willis McCutcheon, President of Happy State Bank’s Plainview market, and Brad Griffin, Senior Vice President – Happy Investment Services Wealth Management Director, are pleased to announce the addition of John Bertsch* with Happy Investment Services as Vice President, Wealth Advisor; and Denise Smith* with Happy Investment Services as Wealth Management Office Assistant.
Bertsch comes to Happy Investment Services with 32 years of investment industry experience. He will utilize his Certified Financial Planner™ (CFP®) designation in Plainview and the surrounding areas.
A native of Bismarck, North Dakota, Bertsch attended Steele Public School and graduated from the College of Financial Planning with his CFP. He then served our country in the U.S. Air Force and makes serving his community a priority today. He is a past chairman of Ports to Plains and the Plainview /Hale County Economic Development Corporation and is still active on both boards. He is on the board of the Plainview Lions Club, having previously served as president.
He is also a past Plainview City Councilman, having termed after his eight years served. John has been married to Kathy for 34 years.
Smith joins Bertsch at Happy Investment Services having assisted their clients successfully for eight years. Smith grew up not far from Plainview, in Quitaque, Texas, where she graduated from Valley High School. She attended West Texas State University in Canyon, Texas. Denise is also very active in the Plainview community, serving on the Plainview Chamber of Commerce Board of Directors, as well as a member of the Chamber Ambassadors. She and Rodney have been
married for 25 years and attend First United Methodist Church in Plainview. They have three grown kids: Colt, Tana, and Tessa, and are blessed with six grandkids.
“We are so Happy to have this dynamic team located at our Plainview location,” says McCutcheon. “These are two hometown folks who genuinely care about our community. I am honored to have the opportunity to work with John and Denise. They have worked tirelessly for many years for their customers and I know they are excited about taking care of those same customers the Happy Investment Services way.”
About HAPPY STATE BANK HAPPY STATE BANK & TRUST CO. has been providing quality financial services to its friends and neighbors since 1908. It operates through 35 offices in Happy, Abilene, Addison, Allen, Amarillo, Borger, Canadian, Canyon, Dalhart, Dumas, Floydada, Fort Worth, Hereford, Higgins,
Lockney, Lubbock, Olton, Pampa, Panhandle, Plainview, Shamrock, Silverton, Stratford, Sunray and Texline and can be found on the web at happybank.com.
Member FDIC and Equal Housing Lender.