Areas Served
Charlotte
Huntersville
Mooresville
Waxhaw
Gastonia
Get to know me
As a First Citizens business banker and practice specialist, I know it takes more than a loan to service our clients. It requires a local team of professionals who understand the needs and goals of both the practice and the practitioner. Together, we provide proactive advice and solutions tailored for our clients, regardless of where they are in their journey of practice ownership.
I earned my bachelors degrees in Economics and Finance from the University of Notre Dame where I also played Division I Soccer. My career includes over 30 years in banking and finance with much of that time spent in the Dental, Medical and Veterinary space. My specific focus has been working with professionals seeking to start, acquire, expand, optimize, and ultimately monetize private healthcare and profesisonal practices.
My spouse, Jennifer and I have been married for over 27 years. We are the proud parents of our daughter, Samantha, who is also a Notre Dame grad. I am passionate about spending my spare time coaching Mock Trial and Debate, cooking, watching soccer, hunting, and an occasional round of golf.
I invite you to connect with me on LinkedIn, email or phone.
I earned my bachelors degrees in Economics and Finance from the University of Notre Dame where I also played Division I Soccer. My career includes over 30 years in banking and finance with much of that time spent in the Dental, Medical and Veterinary space. My specific focus has been working with professionals seeking to start, acquire, expand, optimize, and ultimately monetize private healthcare and profesisonal practices.
My spouse, Jennifer and I have been married for over 27 years. We are the proud parents of our daughter, Samantha, who is also a Notre Dame grad. I am passionate about spending my spare time coaching Mock Trial and Debate, cooking, watching soccer, hunting, and an occasional round of golf.
I invite you to connect with me on LinkedIn, email or phone.
Our approach
At First Citizens, our Bankers view business relationships with you through a long-term lens. This aligns with our brand ethics, business philosophies and statement of purpose for building a long, lasting alliance. We make recommendations and decisions based on what’s best for your business and focus on your growth, expansion and success.
Management at First Citizens is regional, and we guide your accounts in the same manner—with regional support and authority. Our relationship management teams include inside and outside relationship managers, credit professionals and product specialists. Our consulting and business strategy services include industry change optimization, business process management and financial management processes.
We pride ourselves on working together to bring positive results to your business, as we see your vision come to fruition.
Management at First Citizens is regional, and we guide your accounts in the same manner—with regional support and authority. Our relationship management teams include inside and outside relationship managers, credit professionals and product specialists. Our consulting and business strategy services include industry change optimization, business process management and financial management processes.
We pride ourselves on working together to bring positive results to your business, as we see your vision come to fruition.
Education
University of Notre Dame:
Bachelor of Arts - Economics, Bachelor of Business Administration - Finance
Bachelor of Arts - Economics, Bachelor of Business Administration - Finance
Hobbies
Texas BBQ, Soccer, Bourbon
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.