Experience

9258 Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Executive Vice President, Director of Business Development

  • Nov 2020 - Present



Peoples Bank

• United States
• Financial Services
• 700 & Above Employee

• EVP, Regional President

  • Apr 2019 - Oct 2020

  As Executive Vice President & Regional President of Peoples Bank, I am responsible for leading and directing all lines of business; including Retail Banking, Consumer Lending, Trust & Investment Services, Insurance and Commercial Banking. Along with my team, I am responsible for talent acquisition, sales and service and all business development activities across our six county footprint in Southwest Ohio.At Peoples Bank, we Work Together as a team, to Build Success for our clients, our communities and our associates. If you are an individual or business looking for a community oriented bank that is interested in assisting you in meeting your financial objectives or helping you solve problems; and one that will better enable you to capitalize on opportunities, give me a call.If you are a banking professional and are interested in joining a progressive company that keeps the client at the forefront of everything we do, give me a call. We are a company that empowers its' people to serve their customers, one that focuses on talent development through coaching and constructive feedback and one that supports its' local communities.

• SVP, Trust and Investments

  • Mar 2015 - Oct 2020

  I get to work with a dedicated group of caring, passionate and knowledgeable professionals. We help clients develop and accomplish goals that allow them to have financial confidence. Our associates and our dedication to our clients success is keeping us on the path to becoming the Best Community Bank in America.



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Investment Executive

  • Feb 2015 - Oct 2020

  Regional PresidentSecurities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal." and "The bank and the investment center are not registered broker/dealers and are independent of Raymond James Financial Services." Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see "Social Media Disclosure" link in "Contact Info" section.



National Bank and Trust Company

• United States
• Banking
• 1 - 100 Employee

• SVP, Wealth Management Division

  • Oct 2011 - Mar 2015

• Financial Consultant and Investment Services Manager

  • Oct 2009 - Oct 2011

• Financial Consultant

  • Jun 2007 - Oct 2009



Phipps Financial

• Owner

  • Apr 2006 - Jun 2007



National Bank and Trust Company

• United States
• Banking
• 1 - 100 Employee

• Financial Consultant

  • Jun 2002 - Apr 2006



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Retirement Specialist

  • May 2000 - Jun 2002