It’s exciting to be part of a financial institution that has a goal of “making life better” for our clients and employees. Working as a team, my colleagues and I help provide our business members with the services they need.
I have 28 years’ experience in banking and financial services and hold a bachelor’s degree in Marketing and Management from the University of Oregon. I’m also a member of the Association for Financial Professionals.
How do I provide outstanding service to my clients? By thinking about what I would do based on my experience, if I were in their shoes, running the type of business they own. If you ask my clients about me, they would say that I always listen to understand their needs, and then I provide suggestions for financial solutions that will help them run their business.
In my spare time, I like to ski, play tennis and hike with friends and family. My favorite motto is “Do what you love! Love what you do!” It’s great advice to live by.