I am proud to celebrate my 25th anniversary in banking this month, May 2025.
Throughout my career, I’ve been driven by a passion for helping clients achieve their goals. From real estate developers and salon operators to places of worship, learning centers, construction companies, and home builders, I’ve had the privilege of working with a wide range of clients—offering guidance to support their success. I’ve been fortunate to have exceptional mentors and to gain deep knowledge in loan structure, financial analysis, and underwriting. But I believe what truly sets a banker apart is service. Not just any service—Concierge Service.
When I joined New Horizon Bank, I was drawn to their commitment to Concierge and White Glove Service. It’s a small, hometown bank that’s rapidly growing and gaining recognition throughout Virginia, thanks to its impeccable service standards.
I’ll stop by to pick up your original documents. We can walk through that financial statement together—I’ll fill it out while you answer the questions. Need help creating a rent roll? I’m happy to help. Bottom line: how can we simplify the banking process so you can focus on what you do best?
A client-banker relationship is ongoing, not transactional. Responsiveness is key—not just before the loan closes, but long after, when the accounts are open and business is moving forward. If you’re not feeling the Concierge effect with your current banker, it may be time for a change. Being a reliable and responsive partner is my top priority. If you’re looking for a more personalized banking experience, I invite you to meet with a banker at New Horizon Bank
Economic Insights
May 2025
2 min read