Areas Served
Caldwell County Wilkes County and Alexander County
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 Wingate University in Business Administration. My career includes over 31 years in banking with the majority of that time spent in the Business Banking space. My specific focus has been working with clients in the Business Banking space that are in the growth phase of the business cycle.
My spouse, Martha, and I have been married for 30 years. We are the proud parents of three daughters.
I am passionate about volunteering my time to support the mission and outreach of Communities in Schools of Caldwell County as well as Lenoir Rotary Club and the students and community agencies the Coffey Foundation provides funding for.
I earned my bachelor's degree from Wingate University in Business Administration. My career includes over 31 years in banking with the majority of that time spent in the Business Banking space. My specific focus has been working with clients in the Business Banking space that are in the growth phase of the business cycle.
My spouse, Martha, and I have been married for 30 years. We are the proud parents of three daughters.
I am passionate about volunteering my time to support the mission and outreach of Communities in Schools of Caldwell County as well as Lenoir Rotary Club and the students and community agencies the Coffey Foundation provides funding for.
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
Agribusiness
Automotive
Dental
Funeral Homes
Government / Municipal
Healthcare and Medical
Insurance Brokerage
Insurance Services
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's of Science Degree in Business Administration from Wingate University
Community Involvement
Board of Directors of Communities in Schools of Caldwell County and Financial Development Co-Chair, Member of Lenoir Rotary Club and Rotary Foundation Co-Chair, Coffey Foundation Board Member.
Hobbies/Interests
Tennis, hiking and cycling
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.