Describe How You Would Like To Be Introduced Via Email
Please feel free to set up a Teams Meeting or Email Introduction. A three-way call is great way to introduce me as well.
What is your "why"? Why do you do what you do?
**My Why: Empowering Local Business Success**
As a Business and Professional Banker, I believe that **local businesses are the heartbeat of our communities**. My purpose is to **champion their growth, resilience, and legacy** by providing personalized financial solutions, expert guidance, and unwavering support.
I exist to:
- **Simplify complexity** in business banking so entrepreneurs can focus on what they do best.
- **Build lasting relationships**, not just transactions—because trust is the foundation of every successful business.
- **Fuel innovation and opportunity**, helping businesses scale, adapt, and thrive in a changing world.
- **Celebrate the people behind the business**—their vision, grit, and impact.
Whether it's a startup with big dreams or a seasoned company navigating new challenges, I am here to be a **strategic partner**, not just a lender.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
May I ask who you Bank with and your experience with your Bank. Do you know your banker? Does your Bank come out to visit with you. Would it be beneficial for you to have a personal touch banker to assist with you Banking. Would it be beneficial to obtain working capital for future growth.
Unique Selling Proposition
Zions Bank is a Community Bank and understands the wants and needs of the businesses in their community. When is the last time you met with your Bank or Banker.
About me
As a Business and Professional Banker, I believe that **local businesses are the heartbeat of our communities**. My purpose is to **champion their growth, resilience, and legacy** by providing personalized financial solutions, expert guidance, and unwavering support.
I exist to:
- **Simplify complexity** in business banking so entrepreneurs can focus on what they do best.
- **Build lasting relationships**, not just transactions—because trust is the foundation of every successful business.
- **Fuel innovation and opportunity**, helping businesses scale, adapt, and thrive in a changing world.
- **Celebrate the people behind the business**—their vision, grit, and impact.
Whether it's a startup with big dreams or a seasoned company navigating new challenges, I am here to be a **strategic partner**, not just a lender.