My top priority is to learn and tailor your financial plan so you can focus your energy on the things you enjoy most. Directly responsible for all wealth management and Preferred Services private banking operations, I work diligently with a small group of Preferred Services banking clients daily to ensure their cash management and lending needs are met. The combination of having a positive attitude, high energy level and a strong understanding of competitive banking strategies are all driving forces for me to ensure the needs of our clients are always taken care of. It is my job to walk alongside you as I understand your story. Learning and tailoring your financial plan to allow you to get back to the things you enjoy most is my top priority.

With nearly two decades of financial experience with Interra, you will find my vast range of knowledge, creativity and banking expertise a great comfort in assisting you with your needs. Born and raised in New Paris, Indiana, Northern Indiana is home to me. I currently reside in New Paris with my wife, Brooke, and our two daughters. When I’m not working, you can catch me at one of my daughter’s swim meets or passing time at local estate or business auctions.

I live my life by my personal mission: “Be kind, energetic and truthful to those around you. Embrace unique. Push the creative in your own thinking to inspire others to discover and experience the unknown.”

One of the things I enjoy most about what I do is seeing people succeed financially. As a private banker, I assist clients to ensure their banking delivers them value, as well as a seamless experience. With a mission to ensure clients are always at the forefront of what my team does, I work diligently to guarantee your cash management and lending needs align with your goals. As I work with you to understand your dreams and goals, I tailor your financial plan to ensure you have the most unified banking experience possible. My goal is to take exceptional care of your banking requests so that you can enjoy focusing on the most important aspects of your life.

With over a decade of financial experience, I have the knowledge and expertise to help you navigate any challenge or obstacle that may come your way. I have a passion in problem solving and finding solutions for my clients. This passion to assist my clients with a high level of service ensures you are always positioned for success.

Born and raised in Goshen, Indiana, Northern Indiana is home to me. I currently reside in Goshen with my wife, Erica. Together we have two adult children. When I’m not working, you can find me on my morning walks or possibly catch me in the great outdoors golfing or fishing.

I have a variety of enthusiasms – with the primary common theme to help build and strengthen relationships. As the preferred services specialist, I am invested in providing exceptional, trustworthy service to ensure our client’s financial needs are met. My aim is to listen and learn about your goals, so I’m able to offer a personalized experience that keeps you top-of-mind.
After competing in freestyle skiing at the 2018 Olympics, I studied public relations at Utah State University and have dedicated my career to prioritizing client experience across various industries. Since my background has revolved around relationship-based roles for 6 years, I value creating enjoyable interactions and being a problem solver when challenges arise. I strive to improve everyday by keeping in mind my favorite quote by Richard Branson, “If your dreams don’t scare you, they aren’t big enough.” 

Born and raised in Park City, Utah, I currently reside in Granger, Indiana with my husband, Zach. Outside of work, you can find me walking our dog or playing golf.