VP/Client Portfolio Manager
I truly enjoy the family atmosphere that thrives at Bell Bank and the camaraderie that all of our employees seem to share. From the top down, I feel that Bell is managed very well as a company, which is a major reason why our bank has seen such great success over the years. Bell has built a brand that people have come to recognize and love, and I feel honored to be part of that.
Being able to work closely with clients and provide a personal touch is rewarding for me. Everybody’s situation is different and unique, which means no 2 days are the same. Being able to work directly with clients to solve problems and ensure their needs are met is one of my favorite aspects of the job.
Outside of work, I would say my favorite place to be is at the lake with family and friends. I also enjoy playing golf and tennis, as well as attending any type of sporting event. I am also a big fan of playing cards – especially when the weather keeps us indoors.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.