Private Banking Advisor at Allegacy Financial with 15+ years’ experience, dedicated to helping individuals achieve financial confidence through honest and transparent relationships, personalized guidance solutions, integrity, and long-term commitment to members.
Background
I bring more than 25 years of experience in the retail banking industry. Throughout my career, I have held several roles including Investment Sales Assistant, Banker, and Dual Branch Manager, which have helped shape my well-rounded approach to serving clients. These experiences have given me a strong understanding of financial services and relationship-based banking. I was born and raised in Winston-Salem and take pride in being part of the community I call home. I am passionate about helping individuals and families navigate their financial goals with trusted guidance and personalized service. Outside of work, I enjoy playing golf, traveling, and spending time with my family.
Why Private Banking
I chose to pursue a career as a Private Banking Advisor because it allows me to use the experience I have gained from more than 25 years in the retail banking industry. Having worked in several roles, including Investment Sales Assistant, Banker, and Dual Branch Manager, I developed a strong understanding of financial services and the importance of relationship-based banking. Those experiences helped shape my passion for guiding individuals and families through important financial decisions. Being born and raised in Winston-Salem also motivates me to serve and support members of the community I call home. I value building long-term relationships and providing honest, personalized guidance. Working in private banking allows me to focus on truly understanding each member’s needs and helping them reach their financial goals.
Why Allegacy
I chose to work at Allegacy Financial because of its strong commitment to the community and the meaningful impact it has on the people it serves. As someone who values giving back and supporting the place I call home, being part of an organization that prioritizes community involvement was important to me. I was also drawn to the culture, which emphasizes collaboration, integrity, and putting members first. That environment creates an opportunity to build genuine relationships and make a difference in members’ lives. I appreciate working for an organization that shares my passion for helping individuals and families meet their financial needs. Being part of a team that truly focuses on member success makes my work both rewarding and purposeful.
Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work.Steve Jobs