I get excited to help others succeed with their financial goals! Everyone has financial goals, but some may not know how to achieve them. I like to share my knowledge with others so that they can make an informed decision.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Does your bank, or banker, consistently make you a priority and respond to your needs?
Do you have financial pain points that keep you up at night?
Are you happy with your bank?
About me
I have been in the banking and finance world for over 20 years. The last several years I have focused on partnering with commercial clients to help their businesses operate more efficiently with their finances. I can help with deposit accounts, loans, fraud protection and employee benefits.
I recently moved back to Colorado after taking a six year break in Arizona. I have three adult children, and a grandson. I love visiting and spending time with my family.