SVP Private Banking Officer
What I enjoy most about my work is the diversity. Everyone’s story is unique, and what they need financially is equally diverse. Whether helping individuals and businesses achieve simple or complex goals, I enjoy serving our customers and walking alongside them on their financial journeys.
I have more than 15 years of experience serving business owners and professionals in the Phoenix area. Taking a “full balance sheet” approach with many of my longtime customers, I work on everything from traditional mortgage and home equity loans to customized lending and investments, as well as estate and retirement planning strategies. I love collaborating with my colleagues to find the best ways to help our clients succeed. We live by a consistent “can do” attitude that makes us so successful at creating and maintaining happy and satisfied client relationships.
I joined Bell in 2020 and am ecstatic to be part of this growing company that takes such good care of its employees and customers. I am incredibly proud of the amazing team I get to work with and am confident in our ability to continue creating customer experiences that are second to none.
I grew up in Cottonwood, Ariz., and hold a bachelor’s degree in finance from Northern Arizona University. I now live nearby in Cave Creek, where my wife and I have chosen to raise our two children. When not at work, I love getting outdoors to hike and go fly-fishing.Connect with me on LinkedIn