Grove, Oklahoma, United States
Helping community bankers simplify risk management while increasing profits through practical solutions and guidance; and loving it! I began my banking career as a teller at my local community bank. I knew from that early start that banking was my future. After graduating from Oklahoma State University, I joined the Federal Reserve Bank of Kansas City as an assistant bank. Regulation always intrigued me – especially in my studies while attaining my business finance degree. After many exams and countless trips across America examining banks, I became a commissioned bank examiner for the Federal Reserve. At that time, I came to a true appreciation and desire for developing and maintaining healthy regulatory relationships with the banks we examined. I felt my calling went beyond just examinations, but to truly helping those banks. What I’ve learned is that community bankers wear a lot of hats. I was no exception when I rejoined my local community bank shortly after the 2008 financial collapse. During this time, I served on the board of directors, as the chief credit officer, ALCO chairman, and compliance officer. I experienced the windfall of regulatory change and its impact on community banks over the past decade. I remember working all day trying to serve customers, and sacrificing evenings and weekends figuring out how to meet the demands of the changing regulatory landscape. I realized that my best contribution to community banking would be to simplify bankers’ lives by equipping them with practical solutions to manage risk. If you’d like to learn more about those practical solutions we offer that could make your banking life easier, please visit www.communitybankadvisors.com. To connect for a meeting, please contact me directly at [email protected]. Phone: (918) 791-0699
I have served community banks in an advisory role for the past 6 years and have been in banking for over 20 years. It's the combination of working on the regulatory and banking side of our industry that created my unique perspective/expertise. We are serving over 25 community banks in Oklahoma, Texas, Kansas, and Arkansas. I have been a presenter/speaker for the Oklahoma Bankers Association and Kansas Bankers Association. I have also hosted workshops and educational training courses for bankers in most of the areas mentioned below. Our areas of expertise are: - Managing Regulators and Regulation - CECL and ALLL - External Loan Review - Leadership/Management Development and Training - All Things "Planning" (Strategic, Capital, Succession, Contingency Funding, Project Mgmt) - Bank Secrecy Act (BSA) - Asset Liability Management - Stress Testing - Consulting on Mergers and Acquisitions