I manage our clients’ agency, estate and trust accounts. I enjoy working closely with our team to provide the upmost best care for our clients by servicing their desires and helping their family along the way. We service the Macon/Shelby Market, but no matter where you are in your life, our advisors are dedicated to helping you enhance and preserve your financial future. Contact us today at wealthmanagement@busey.com

As an agent, I advocate for clients and business owners by building a unique comprehensive plan for their future. I'm a voice of calm and reassurance to my clients and their families by evaluating, prioritizing and addressing their needs. People are my passion, and my mission is to be a strong leader within the community who will advocate for my clients towards achieving their vision for the future.

*Identify businesses with high potential need for CEFCU products and services; Analyze financial/business reports of prospective businesses to determine financial soundness and appropriateness for CEFCU'S Partner Company Program.*Initiate and lead meetings with CEOs, Presidents, Vice Presidents, business owners, executive committees, boards of directors, and other decision makers to assess needs and sell the value proposition of being a partner by selling the benefits of CEFCU membership for the businesses’ employees. *Coordinate and attend Employee Appreciation Days, Benefit Fairs, and Business Showcases representing CEFCU to increase membership penetration at Partner Companies; serve as the main contact between the businesses CEO, owner, and/or decision maker. *Act as liaison between the community and CEFCU; professionally represent CEFCU at community events and function between Springfield, Decatur and Lincoln, IL communities.*Present Financial Fitness seminars at Partner Companies and community events; conceptualize, designs, and deliver customized presentations to businesses- comprised of employees with various levels of understanding, financial needs, and job responsibilities.*Collaborate with employees across all levels of CEFCU to ensure a linkage of Business Services Development department corporate goals have synergy. *Identify member primary needs and present a variety of unique products based on their goals. *Design and implement measurements/benchmarks appropriate for each business as applicable; and actively strive to meet personal, department and corporate goals; analyze and assess sales results and take action to effect improvement.*Update and maintain various software and systems; gather statistical information and generate reports as applicable2019-2020 Additional Responsibilities- Corporate Project: Co-team lead for a corporate-wide employee recognition program. Lead meetings, design and implement strategies.

Utilize strong leadership and decision making skills to perform escalated member service functions. Proactively evaluate situations using available resources and make informed decisions in unusual or escalated circumstances. Interview applicants for loans in compliance with state and federal regulations and CEFCU loan policies and procedures, within the limits granted. Determine members' financial needs using high impact questioning strategy. Educate members and cross-sell products and services to meet member needs. Participate in business development and business service activities within the local community. Open, transfer, and close all consumer and business accounts. Perform all required functions in the loan interviewing, document preparation, and closing process. Maintain expert status for all electronic delivery channels (online banking, mobile banking, e-statements, bill pay, debit cards, and ACH transactions) in order to assist members with servicing questions and problem resolution. Support marketing initiatives through planning, coordinating, and measuring success of the corporate and in-office promotions. Create tracking spreadsheets for all in-office promotions. Perform Cashier and Member Assistant duties as needed. Use functional and technical skills in assisting other positions and performing other tasks as assigned. Oversee and/or complete on-the-job training for Member Assistants, Member Service Representatives, and back-up Cashiers. *Team member of Promo Pioneers which I lead and generate marketing details within the member center and serve as part of a corporate team*Team member of Disaster Relief Recovery- trained for disasters within the member center with ability to function as needed and serve as part of a corporate team*Expert leader and trainer of Online and Mobile banking platforms