Specialty
Nonprofit Banking Services
Mission
Dedicated banker to small businesses, non-profit organizations and affluent clients. I provide top tier support in a boutique bank setting. I know my clients and am their financial advocate.
Bio
I am an experienced banker and provide hands-on support to my clients in a boutique bank environment. Heritage Bank offers business and personal banking services and client support to closely-held businesses, real estate partnerships, non-profit organizations and high net-worth individuals. I oversee my clients’ banking needs and am actively engaged in monitoring their daily account activities and balances.
In addition to providing exceptional banking support, I look to make meaningful connections for my clients and forming a trusted relationship with them. My clients are my top priority and I am passionate about advocating for them!
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