Vice President & Trust Officer

What is one thing you love about working at Vision Bank?

The people. Family is a big part of Vision’s culture, and getting to know our clients, hearing their stories and helping them navigate life’s important decisions extends that family atmosphere. It’s rewarding to know that the work we do helps our clients protect what they’ve worked hard to build and gives them confidence about their future.

What makes community banking different?

Community banking is all about relationships. We aren’t a corporate office hundreds of miles away – we live here too. We know our customers, care about their families and are invested in the same communities they are. That local connection allows us to provide personalized service that reflects the needs of the clients we serve.

What is your favorite feature we offer customers right now?

Our expansion into Wealth Management. We now offer Investment Services to clients who may not need or have a trust. I enjoy helping clients understand their options and create solutions that fit their goals and values. Helping them preserve and grow assets for current and future generations is one of the most fulfilling parts of my job.

What does Vision mean to you in your role today?

To me, Vision means serving others. Every day I have the opportunity to help individuals and families make important decisions about their future. As a CPA and Trust Officer, I enjoy helping clients work through financial, investment and estate planning matters in a way that’s understandable and practical. I enjoy helping people find peace of mind knowing they have a trusted team beside them.