Get to know me
As a Managing Director for First Citizens Bank, I lead Business Services in the Community Association Banking Division of the Bank. I have enjoyed being with First Citizens Bank (formerly CIT, formerly Mutual of Omaha Bank) since 2009.
Prior to my current residence in Highlands Ranch, CO., my family and I lived in San Diego, CA, Chandler, Arizona and a few other locals that were great experiences. I am happily married for 23 years, have three excellent kids who are moving through college or graduate school and will look forward to life as growing family in the future.
I have been in the financial services sector for over 25 years and before entering the workforce, I was proud to serve this country for six years as an active-duty Marine involved in Desert Storm and Desert Shield in the Gulf War.
Prior to my current residence in Highlands Ranch, CO., my family and I lived in San Diego, CA, Chandler, Arizona and a few other locals that were great experiences. I am happily married for 23 years, have three excellent kids who are moving through college or graduate school and will look forward to life as growing family in the future.
I have been in the financial services sector for over 25 years and before entering the workforce, I was proud to serve this country for six years as an active-duty Marine involved in Desert Storm and Desert Shield in the Gulf War.
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.
Education
Arizona State University, BS Accounting
Southern Methodist University, Graduate School of Banking
Southern Methodist University, Graduate School of Banking
Hobbies
Skiing, golf, hiking and life
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.