Describe How You Would Like To Be Introduced Via Email
You can email me or call me to let me know you are sending them my way.
What is your "why"? Why do you do what you do?
I believe in people helping people.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
When's the last time your bank manager/personal banker called you to see how things were going?
Do you have any business or lending needs?
About me
I've been working in banking for half of my life. I spent my first career at a credit union in California for 30 years. I relocated to Grants Pass in 2023. I just love it here, it's so peaceful! I have four children and a grandbaby! Family is everything and I'm always looking for new friends.