Areas Served
Charlotte
Concord
Huntersville NC
Get to know me
As a First Citizens business banker, it’s important to invest in understanding your business, strategies and key objectives. An established process and skilled team of specialists help me tailor solutions to fit you and your organization. Clients appreciate our trusted partnership in planning for long-term success.
I earned my Bachelors degree from the University of North Carolina at Wilmington with a concentration in Business Finance. My career includes over 17 years in Finance with the majority of that time spent in the Equipment finance space. My specific focus has been working with clients in the Commercial and Industrial space that are in the growth phase of the business cycle.
My spouse, Meredith, and I have been married for 14 years. We are the proud parents of four kids who are active in the community, school and sports.
I am passionate about spending time with family and friends. I also enjoy volunteering with the local Down Syndrome organizations and across the southeast advocating for changing the perception of how the world views Down Syndrome.
I invite you to connect with me on LinkedIn.
I earned my Bachelors degree from the University of North Carolina at Wilmington with a concentration in Business Finance. My career includes over 17 years in Finance with the majority of that time spent in the Equipment finance space. My specific focus has been working with clients in the Commercial and Industrial space that are in the growth phase of the business cycle.
My spouse, Meredith, and I have been married for 14 years. We are the proud parents of four kids who are active in the community, school and sports.
I am passionate about spending time with family and friends. I also enjoy volunteering with the local Down Syndrome organizations and across the southeast advocating for changing the perception of how the world views Down Syndrome.
I invite you to connect with me on LinkedIn.
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.
Industry Expertise
Logistics
Machine Shops
Manufacturing (Plastics, Metal, Rubber, Textiles)
Professional Services Companies (Law Firms, Accountants, Engineers)
Wholesale Distributor (Food, Beverage, Medical Equipment)
Education
University Of North Carolina At Wilmington
Community Involvement
Involved working with Down Syndrome organizations
Personal Interests
Camping, Golf, Soccer, Snow and Water Skiing
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.