Office Information
Office Phone
phone
(805) 405-3435
Corporate Address
4950 S 48th Street
Phoenix, AZ 85040
US
Areas Served
CA
Get to know me
I've passionately servered the HOA industry since 2009. Having a comprehensive overview of all aspects of community management, I've geared my specialty to Community Association Banking. My goals are to uncover areas of improvement that will reduce back office laboring and streamline payment efficiencies. I'll help your accounting teams with products such as automated payment solutions including assessments, amenities, and vendor payments. As your trusted financial advisor, I'll assist with operating and reserve account strategizing that incorporate solutions for larger deposits. HOAs in need of loans for deferred maintenance or large construction improvements will be in good hands. I'll work hand in hand with all parties involved including construction managers, vendors, board members and I'll also attend town hall meetings to answer homeowner questions.
Our approach
First Citizens Community Association Banking has the expertise to help you grow your communities and your business with customized financial solutions, API integration and exceptional service.
As a leader in the industry, we listen to our clients and seek their input on the products and services they need.
Our community association management solutions are designed to help you achieve long-term success, reduce manual back-office processes and simplify the payment process for homeowners. We strategically invest in technology that supports community association management and offer the solutions, service and industry expertise to help you efficiently manage and grow your communities.
We understand each community comes with a unique set of individuals and requirements, and we work with you to ensure your association members, board of directors and employees have the tools to efficiently manage your communities.
First Citizens Bank’s Community Association Banking business is a national leader in providing individualized service, customized technology, smart savings solutions and operational efficiency for homeowner associations (HOA) and community association management companies nationwide. The business’s banking solutions include operating and reserve accounts, certificates of deposit, money market accounts, online banking, payments services and HOA loans. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Founded in 1898 and headquartered in Raleigh, N.C., we provide a unique legacy of strength, stability and long-term thinking that has spanned generations.
As a leader in the industry, we listen to our clients and seek their input on the products and services they need.
Our community association management solutions are designed to help you achieve long-term success, reduce manual back-office processes and simplify the payment process for homeowners. We strategically invest in technology that supports community association management and offer the solutions, service and industry expertise to help you efficiently manage and grow your communities.
We understand each community comes with a unique set of individuals and requirements, and we work with you to ensure your association members, board of directors and employees have the tools to efficiently manage your communities.
First Citizens Bank’s Community Association Banking business is a national leader in providing individualized service, customized technology, smart savings solutions and operational efficiency for homeowner associations (HOA) and community association management companies nationwide. The business’s banking solutions include operating and reserve accounts, certificates of deposit, money market accounts, online banking, payments services and HOA loans. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Founded in 1898 and headquartered in Raleigh, N.C., we provide a unique legacy of strength, stability and long-term thinking that has spanned generations.
Industry Expertise
Community Association Banking
Education
University of California Santa Barbara
Personal Interests
Travel, Theatre, Performance and Water Activities
Resources
Make sense of the markets. We have our fingers on the pulse of economic growth, investor sentiment and valuation trends.
Start, grow and expand. Our industry knowledge helps you build a long-term approach for successful business strategies.
Check out the full range of commercial financing services offered by First Citizens Bank.