What’s your favorite part of working at a local, community-focused bank?
We have the opportunity to engage with customers in a meaningful, personalized way. We don’t fit you into a one-size-fits-all model; instead, we take the time to understand their unique needs and provide the tailored support they deserve. We offer a level of service that’s hard to match, especially for customers who require more hand-holding or a concierge approach. I treat every client as though I’m on their board of directors, offering them thoughtful, honest feedback—whether it’s a family business navigating internal dynamics or a client looking for real advice.
Given your expertise, what key piece of financial advice would you give to someone today?
With inflation and expenses on the rise, there’s no such thing as mailbox money. I always recommend starting with books and tuning into podcasts. Don’t be passive; you have to go out there and intentionally learn about it. To be honest, I have a degree in finance, but there’s a huge difference between learning from a textbook and actually applying that knowledge in the real world.
Tell us a fun fact about yourself!
When I was 11, I had a pet cinnamon black bear cub named Boo Boo that we bottle-fed for a month. I also coach almost all of my children’s sports: baseball, softball, tennis, basketball—but not dance.
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No matter where you are in your financial journey—whether it’s everyday banking, saving for the future, growing your wealth, or managing a small business—we’re here to help. Let’s make it happen, together.