Some experts believe the delivery of financial services is generic… we respectfully disagree. We strive to make you feel like you’ve never experienced better service than you do from us. We won’t treat you like a number, and we certainly aren’t just interested in your transaction. We offer financial solutions – plural. We’re interested in you, your goals, and what matters in your world.
We’re proud of our team of bankers and how hard they work for our clients and communities. We’re at your service and you can count on our team. Our responsibility is to help you. Our privilege is to find the right solution for your specific wants and needs. We promise to make you feel extraordinary attention, confidence, and ease in every relationship with our organization.
We look forward to taking care of you.
My motto: Do things in life that you enjoy, make a difference, care about what you do and give your best. My passion: Working with people to make a positive impact on their lives and the lives of their families.
Retirement planning is crucial for every person. I love helping people achieve their financial goals for a secure and comfortable retirement. It’s a pleasure to provide local retirement plan services to companies, non-profits and individuals. Contact me anytime for a free consultation. I am happy to help!
I’m your single point of contact involved in all aspects of the relationship – from opening accounts, personal loans, mortgages, gathering information, visiting customers and helping with any needs. I strive to have great customer service and make all customer visits with us stress free.
“Relationships are essential in banking. Listening, understanding your business needs, and honest communication are my top priorities. I am as passionate about my clients as they are about their business.”
It is and honor and a privilege to help my clients plan and achieve their goals, and leave legacies for future generations.
My passion is to help my clients manage their wealth and legacy planning so they have more time to focus on things that are important to them, such as spending time with family, or pursuing their own passions.
I enjoy working with clients to achieve their aspirations for their families and to fulfill their philanthropic goals.
“I listen to your needs and suggest solutions that will benefit your business. You can count on me to work with you every step of the way. I want to be sure you understand how to use our tools and will provide ongoing support whenever you need it.”
I believe “giving back” to your community and those who have helped you along the way is very important. Likewise, “paying it forward” is the most needed attribute one can do for others. My experience, throughout my life, has helped me help others in dealing with many areas of in life they may be experiencing.
I look forward to working with you to achieve your financial goals.
I always do my best to make a positive impact on the lives of others. It’s important to me to understand a clients needs and give guidance that helps achieve their goals. You can trust me to be transparent and reliable.
As a fiduciary, I am the steward of our clients’ financial resources. I never forget that Family, Occupation, and Recreation, are the WHYs of our relationships and that the Money is the HOW by which their goals are successfully achieved.
“I am fortunate to work with a team that has an average of 20 years lending experience. Match that with the level of service I take pride in providing and I am confident we will provide you with an in-depth approach that is second to none.”
“I make every client feel like they’re my only customer. I give them all my attention with local decisions, quick answers, and I help them reach their goals.”
“I never take for granted the trust my clients have placed in me to help them with their business. As a business owner myself, I have an honest understanding of the business process and can personally relate to the needs of my business clients.”
“I’m going to fully understand your business. I’m going to take the time to understand your challenges and how you make money. You’re going to get a lot more than just a salesperson. You’re going to get a partner who can help you with your business.”
“I’m a good listener. I’m hands on. I like to feel it, touch it, see it. I’m involved. If my client is passionate about it, I’m passionate about it too.”