Executive Vice President, Chief Credit Officer FirstBank Southwest

How long have you been working in financial services? I have worked in financial services for 18 years.

What kinds of services do you provide? At FirstBank Southwest, we provide full-service solutions for individuals, families and businesses. Whether it is a checking account, personal banking, mortgage loans, business loans or investment advice, we are here to help! We want to be your first and last call whenever you need assistance or have a question about your finances.

How do you maintain your education or expertise? I’m a huge believer in continuous learning and the value it brings to our customers, the bank and my own personal growth; I’m very fortunate that FirstBank Southwest shares that value.

I recently graduated from ABA Stonier Graduate School of Banking, a threeyear program on all facets of banking and bank management presented by the Wharton School and American Bankers Association. I learned from the best in the business and met other bankers from across the country who are also striving to find the best ways to serve their customers.

What motivated you to choose a career in financial services? Both of my parents worked in financial services, and my mother is still active in personal financial planning. So for me, this career felt natural. I love the chance to use my analytical skills to solve problems, and community banking is so personally rewarding. We get to see the real impact we can have in people’s lives. Nothing beats that.

What is the greatest challenge you’re facing right now? Everything is moving and changing so quickly. People are concerned about the economy, inflation and being able to pay their bills. Our mission is to have the right answers at the right time to help people navigate the uncertainty.

What is a common misconception about your career? That it’s “boring.” I promise you, it’s not, especially the past few years. In a lot of ways, this is the most exciting time to be in banking—even if it’s not always easy.

How can someone begin building financial stability? Financial stability is about having a vision for where you want to go and a plan to get there. Everyone’s goals are different (and they can change). When it feels overwhelming, start with small steps, and find someone you trust who can help guide you in making a plan.

What’s one piece of financial advice you like to give? Have a goal. Do you want to go to school? Take a vacation? Buy a house? Have three month’s salary in savings? Whenever you are making a decision that involves money, ask yourself, “Will this get me closer to my goal or further from it?”