About us

With over 15 years in the financial services industry, I’ve dedicated my career to helping individuals and families achieve financial security and peace of mind. As a private banker, I focus on understanding my clients' unique needs and delivering personalized solutions that align with their goals—whether it's purchasing a home, managing debt, or planning for major life milestones. My time as a branch manager was incredibly rewarding, as it provided me with the opportunity to lead a team and build a culture of exceptional service. It was there that I honed my skills in member relationship management, operational efficiency, and business development—all of which have been invaluable in my transition to private banking. I learned that strong leadership and a member-first mentality are key to building lasting relationships, and those principles continue to guide my work today. In my current role as a private banker, I find fulfillment in helping members navigate complex financial decisions, providing clarity and confidence at every stage of their journey. What I value most is the trust my members place in me, knowing I am there to support them with thoughtful, tailored solutions that make a real difference in their lives. Whether it's managing financial challenges or planning for future goals, I’m committed to delivering personalized service that offers both financial stability and peace of mind.