Areas Served
FCB Entire Footprint
Get to know me
We work with businesses to help them better understand how a potential loss within their business could impact them financially. Our Commercial Risk Advisors consult with decision makers to design an insurance program that helps control the true cost of risk, not just the premium; obtain a balance between coverage and pricing; and provide a suite of value-added services to match the needs of the client.
My career includes 35 years in the insurance industry with twenty-five as an agency owner and manager and the last ten as a High Net Worth/High Value Specialist. I work primarily with our Wealth department protecting the assets of our clients. In my spare time I enjoy spending time with family and friends. I also enjoy playing golf and watching most any sport.
My career includes 35 years in the insurance industry with twenty-five as an agency owner and manager and the last ten as a High Net Worth/High Value Specialist. I work primarily with our Wealth department protecting the assets of our clients. In my spare time I enjoy spending time with family and friends. I also enjoy playing golf and watching most any sport.
Our Approach
At First Citizens, our Bankers view business relationships with you through a long-term lens. This aligns with our brand ethics, business philosophies and statement of purpose for building a long, lasting alliance. We make recommendations and decisions based on what’s best for your business and focus on your growth, expansion and success.
Management at First Citizens is regional, and we guide your accounts in the same manner—with regional support and authority. Our relationship management teams include inside and outside relationship managers, credit professionals and product specialists. Our consulting and business strategy services include industry change optimization, business process management and financial management processes.
We pride ourselves on working together to bring positive results to your business, as we see your vision come to fruition.
Management at First Citizens is regional, and we guide your accounts in the same manner—with regional support and authority. Our relationship management teams include inside and outside relationship managers, credit professionals and product specialists. Our consulting and business strategy services include industry change optimization, business process management and financial management processes.
We pride ourselves on working together to bring positive results to your business, as we see your vision come to fruition.
Niches
High Net Worth Personal
Education
BS --Elon University
Community Involvement
Volunteer at Samaritan Ministries helping the homeless.
Hobbies/Interests
Golf, watching sports.
Resources
Make sense of the markets. We have our fingers on the pulse of economic growth, investor sentiment and valuation trends.
Start, grow and expand. Our industry knowledge helps you build a long-term approach for successful business strategies.
Check out the full range of commercial financing services offered by First Citizens Bank.