Why can we serve you so well? Because we're a lot like you.
Our MyBanker team? They're family men and military vets. Soccer moms and community activists. World travelers and adventure seekers. Chances are, they share many of your interests. And dreams. The only thing that makes them different is a little added knowledge of financial matters. But they're eager to meet with you, share their knowledge and work hard to put you on the path to financial success.
Erika’s biggest achievement is gaining the understanding that life is a journey and sometimes that journey teaches you a lot about your destination. This lesson is something that Erika takes with her throughout her personal and professional life, and applies it to her clients’ needs when mapping their financial journey. From simple to complex scenarios, from current to future goals, Erika works with her clients seven days a week to navigate their financial landscape. Assessing needs with honesty and integrity, Erika ensures that her clients always feel that their portfolio is in the safest hands.
When she is not assisting her clients, Erika can be found spending time with her family and friends, or hiking and swimming with her sidekick, her dog Hunter. Erika also loves playing on her softball team, paddle boarding, or simply playing her guitar by a roaring fire.
Organizations Erika belongs to:
A veteran of the United States Air Force, Jason’s passion is nurturing his family and spending quality time with them. My focus in life is ensuring that your financial goals are met with success so you can enjoy life’s exciting moments. I provide a high level of personalized service so you can do just that.
Organizations that I am a part of:
Can't Wait To Hear From You!
When Matt isn’t out expanding his clients’ financial portfolios, he is in class deepening his knowledge base. Matt is in the midst of pursuing his MBA from Bentley University, and feels passionate about gaining a higher education. Taking his ability to learn outside of the classroom, Matt is dedicated to understanding exactly what his clients need, to better develop their path to succeed in all their financial goals. Through his personal attention and responsiveness as a MyBanker, he provides his clients with an experience unlike any other, no matter when and where he is needed.
Matt’s biggest accomplishment is starting with the bank as a teller, and working his way to the MyBanker division. It is through this faithful commitment that Matt continues to excel in both his personal and professional endeavors.
Organizations Matt is apart of:
- Bentley Graduate Student Association
- Bentley Graduate Finance Association
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Rob’s biggest life accomplishment has been helping to raise $100k at The Annual John Kleshinski Luncheon, the annual fundraising event of The Community Music Center of Boston. The organization set a goal of $30k, and the efforts of Rob and his team more than tripled this goal. As a current board member of The Community Music Center of Boston, Rob loves to volunteer and is active in the community through this group.
His passion for helping others extends past his personal life and connects with his professional career as well. His favorite aspect of being a MyBanker is the opportunity to build and deepen relationships by providing clients the very best service. He is available 24 hours a day, 7 days a week to ensure that his clients’ needs are met, wherever and whenever they need him.
Organizations Rob is apart of:
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Being mighty in her approach to life’s challenges is what sets Christina apart from the pack. A competitive softball player and enthusiast, her love of the strategic nature of the game makes her poised to help you evaluate your needs and provide you with a plan that is carefully designed to serve your particular situation.
After a year-‐long battle with breast cancer, Christina received good news. She has been in remission since December 2014. She continues to face life with a healthy spirit and appreciation for each and every day. This is particularly true when she’s spending time with friends and family at her beloved Jersey shore.
Organizations that Christina is a part of:
Can't Wait To Hear From You!
East Syracuse, NY
Dedicated to his family, Brian notes that his biggest accomplishment is his wife and children. This commitment resonates throughout his professional life as well. Brian is driven to providing his clients with a direct point of contact whenever and wherever they need his services. He feels that convenience and responsiveness is critical to ensure a valuable banking experience.
In his off hours, Brian cherishes spending time with his family on their horse farm. Passionate about skiing during every season, Brian enjoys flying down the side of a mountain in the winter on freshly fallen snow and gliding over the water at his family’s summer lake house.
Organizations Brian is apart of:
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Passionate about travel and exploration, Jeremy loves to get out and see all the sights the world has to offer. He loves to discover new nature preserves, botanical gardens and museum exhibits. Jeremy’s desire to uncover and explore new things extends to his financial approach; he loves to dig in with his clients and help them discover and attain what’s most important to them.
Jeremy’s most exciting accomplishment has been hiking the Inca Trail and arriving at Machu Picchu through the sun gate after a strenuous and exhilarating hike. He travels often with friends, but loves to have new experiences on his own as well.
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Beth is a people person who likes meeting many people from different cultures all across the world. Her passion for helping people extends not only to her professional life, but her time away from her desk as well. She and her family spend a great deal of time coming to the aid of others by serving at a local food kitchen on the holidays, driving elderly folks to the grocery store and organizing community festivals.
Beth is a proud single parent to a daughter who is a registered nurse and a son who recently graduated from the Air Force Academy and is now serving our country as a Second Lieutenant.
Organizations that Beth is a part of: