Areas Served
Metro Charlotte
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 Miami University in Oxford, Ohio with a concentration in Business Administration. My career includes over 20 years in business banking and wealth management space. I am a certified financial planner and work with all types of businesses' and their owners.
I have two grown daughters who live in Los Angeles and New York. I have lived in the Charlotte area for over 30 years.
I am actively involved in Charlotte Rotary and CREW (Commercial Real Estate Woman). I enjoy being a mentor for women both professionally and personally.
I invite you to connect on LinkedIn and Facebook.
I earned my Bachelors degree from Miami University in Oxford, Ohio with a concentration in Business Administration. My career includes over 20 years in business banking and wealth management space. I am a certified financial planner and work with all types of businesses' and their owners.
I have two grown daughters who live in Los Angeles and New York. I have lived in the Charlotte area for over 30 years.
I am actively involved in Charlotte Rotary and CREW (Commercial Real Estate Woman). I enjoy being a mentor for women both professionally and personally.
I invite you to connect on LinkedIn and Facebook.
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
Architectural Firms
Dental
Healthcare and Medical
Manufacturing (Plastics, Metal, Rubber, Textiles)
Professional Services Companies (Law Firms, Accountants, Engineers)
Veterinarians
Education
Miami University Oxford, Ohio
Community Involvement
Charlotte Rotary, CREW member (Commercial Real Estate Women)
Personal Interests
Swim team member, travel, cooking, boating, golfing
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.