Vice President – Financial Advisor
Where did you grow up?
What year did you begin your career at Two Rivers Bank & Trust?
Can you please explain your current role?
My role as a Financial Advisor is to provide sound financial advice to our Clients. To assist our Clients in understanding our obligation to act in their best interest. To monitor their changing financial situation as well as their investment portfolio.
Leading up to your current job, what other experience do you have related to the banking industry?
I have worked as a Financial Advisor since 1993; prior to that I worked as an Accounting Manager for a privately-owned farm mortgage corporation.
In what year did you begin your banking career?
1977 – I worked as a teller during the summer months of college.
Do you have any special certificates / awards or designations?
I have my Bachelor of Business Administration in Finance from the University of Iowa; I hold FINRA Series 7 and 65 registrations as well as Life Insurance and Variable Contracts.
Please highlight your community involvement.
I served on the Board and Executive Committee of the Burlington Area Community YMCA-YWCA, have been a member of Burlington Fine Arts League for 20 years, Hetta Gilbert member for 22 years and a Junior Achievement volunteer since 2005.
What do you enjoy most about your role at Two Rivers Bank & Trust?
I enjoy helping clients meet their financial goals and helping them understand the financial markets.