Areas Served
Primarily Catawba & Lincoln Counties
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 bachelor's degree from UNC Charlotte with a concentration in Business Management, as well as my Associates degree in Accounting from Western Piedmont Community College. My career includes nearly 30 years in banking with the majority of that time spent in executive retail management before moving to Business Banking. My specific focus has been working with clients in the Commercial and Industrial space that are in the growth or mature phase of the business cycle.
My husband, Chet, and I have been married since 1994. He is retired Air Force. We are the proud parents of our daughter Brooke, who attends South Caldwell High School and is very active in the band program.
I am passionate about spending time volunteering for community service events, especially with other family members. I have been active with Girl Scouts serving as a troop leader, service unit specialist and Peaks 2 Piedmont Board of Directors since 2014. I also volunteer on the South Caldwell Band Boosters. My husband, niece, and brother-in-law make up the Shelby Rae Moore Band and most weekends you can find me at one of their events around the area.
I invite you to connect with me on LinkedIn.
I earned my bachelor's degree from UNC Charlotte with a concentration in Business Management, as well as my Associates degree in Accounting from Western Piedmont Community College. My career includes nearly 30 years in banking with the majority of that time spent in executive retail management before moving to Business Banking. My specific focus has been working with clients in the Commercial and Industrial space that are in the growth or mature phase of the business cycle.
My husband, Chet, and I have been married since 1994. He is retired Air Force. We are the proud parents of our daughter Brooke, who attends South Caldwell High School and is very active in the band program.
I am passionate about spending time volunteering for community service events, especially with other family members. I have been active with Girl Scouts serving as a troop leader, service unit specialist and Peaks 2 Piedmont Board of Directors since 2014. I also volunteer on the South Caldwell Band Boosters. My husband, niece, and brother-in-law make up the Shelby Rae Moore Band and most weekends you can find me at one of their events around the area.
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
Automotive
Dental
Healthcare and Medical
Logistics
Machine Shops
Manufacturing (Plastics, Metal, Rubber, Textiles)
Professional Services Companies (Law Firms, Accountants, Engineers)
Real Estate and Property Management
Religious Organizations / Nonprofits
Veterinarians
Wholesale Distributor (Food, Beverage, Medical Equipment)
Education
Bachelor of Science in Business Administration at UNC Charlotte; Associate of Science in Accounting at Western Piedmont Community Collage
Community Involvement
Girl Scouts Peaks 2 Piedmont and South Caldwell Band Boosters
Hobbies/Interests
Shelby Rae Moore Band, traveling, swimming, walking, reading
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.