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Accelerate Your Financial Growth with Preferred Legacy National Trust Bank on Profitability Playbook: The Simple Numbers Podcast

  • Preferred Legacy Trust
  • Apr 1
  • 1 min read

The Preferred Legacy National Trust Bank was featured on CRI Simple Numbers’ Profitability Playbook: The Simple Numbers Podcast (Season 2, Episode 8). In this episode, Tiffany Rockstroh and David Hall, joined Mike Maxson and Brandon Gray to discuss practical strategies for securing financing and cultivating durable banking relationships.


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The Preferred Legacy National Trust Bank, LLC is a division of Carr, Riggs & Ingram, L.L.C. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

© Preferred Legacy Trust 2025

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