Our invitation-only Preferred Services are for affluent members like you. As a private banking team, we work hard to provide you with personalized care. All the resources, all the expertise, elevated to reach your specific needs. Become a Preferred Services client today and experience Interra Credit Union in a new way.
Interra’s Preferred Services team knows your wants, special requests and long-term goals. We give intentional, personal attention to each of our Preferred Services clients in a way no other credit union or bank will. Our clients know that their Private Bankers are available to them at a moment’s notice. And they’re more than bankers—they’re relationship managers, pairing our clients with individuals and teams that can handle all their financial needs within Interra.
How do we know you’ll love Interra Preferred Services? Because we have the process power play. This strategy looks at five key areas of your finances and personal life—family, personal banking, key advisors, philanthropy and concierge help—and then works with you to make sure each area’s special needs are met.
Since 1932, Interra has strived to be exactly what the northern Indiana community needs. Our mission will always be to serve our clients with the best resources, unmatched excellency and the friendliness of a trusted neighbor. And as a Preferred Services client, your specific needs will be met with even more attention and care.
Not only are we invested in you and your needs, but we’re also invested in meeting the needs of the community. We’ve donated millions of dollars to hundreds of local groups and organizations in hopes of making northern Indiana feel supported and seen. When you join Interra Preferred Services, you can rest assured that your hard-earned money is working hard for the community. Join our community and become a client today.
As a Preferred Services client, you’ll experience an exceptional level of access and personal attention—and receive exclusive access to the following benefits and more:
| Benefits | General Membership | Preferred Services Membership |
|---|---|---|
| 5,000+ Shared Branches and 5,000+ Shared ATMs | ✔ | ✔ |
| Online Banking and Interra Mobile App | ✔ | ✔ |
| Notary Services | ✔ | ✔ |
| Mortgages Offered Nationwide | ✔ | ✔ |
| Money Orders and Cashier Checks at No Cost | ✘ | ✔ |
| Safe Deposit Box at No Cost | ✘ | ✔ |
| Personalized Service with a Dedicated Private Banker | ✘ | ✔ |
| Specialized Debit Card | ✘ | ✔ |
| Exclusive Networking Events | ✘ | ✔ |
| Enhanced Account Privacy | ✘ | ✔ |
| Increased Mobile Deposit and Transfer Limits | ✘ | ✔ |
| Remote Wires | ✘ | ✔ |
As an Interra Preferred Services client, you will experience an exceptional level of access and personal attention with customized private services. Our focus is always you—your goals are our goals. Become a Preferred Services member today and experience a financial partnership unlike any other.
Meet the team that truly cares about your life. They’ll be your contact at Interra Credit Union, your listening ear and your financial partner.
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.
One of the most fulfilling aspects of being a Private Banker is making a meaningful impact on people’s lives. I have the privilege of assisting individuals and families in managing their finances, achieving their aspirations, and securing their financial futures. This role requires constant learning and staying attuned to market shifts, economic trends, and evolving financial solutions. At Interra, our dedication to personalized service perfectly aligns with my commitment to building genuine relationships and fostering lasting partnerships. Whether it's growing wealth, navigating complex financial portfolios, or planning for loved ones’ futures, I work diligently to provide tailored strategies and ensure clients have the resources and confidence to pursue their dreams.
With just under 3 decades of experience, I have progressed through every level of the banking industry — from part-time teller to branch manager, AVP Private Banking and now, VP, Private Banker at Interra. This extensive experience, combined with my dedication to client service and commitment to banking excellence, equips me to guide you through any financial challenge. My passion for building lasting relationships and finding personalized solutions ensures you are always positioned for success.
Goshen, Indiana, is home to me, where I live with my husband, Mike, and our daughters, Adriana and Brielle. Outside of work, I enjoy family time, being outdoors, coaching volleyball and cheer, volunteering, and reading. I’m passionate about giving back, serving with organizations like the Boys & Girls Club, Goshen Chamber of Commerce, Junior Achievement, and Elkhart Kiwanis.
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