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!
Jason’s favorite aspect of being a MyBanker is the opportunity to go out into his community and meet new people each day. This allows him to develop new relationships and connect with individuals on a personal level. Providing 360-degree banking to his clients and offering banking solutions that extend beyond conventional office hours gives Jason a unique advantage to deliver exceptional service.
When Jason isn’t providing financial advice or building new relationships, you can find him on a volleyball court playing his favorite sport. His biggest accomplishment in life has been becoming a husband and a father, and spending time with his family is so important to him. Passionate about traveling, Jason also enjoys exploring new countries and learning about new cultures throughout the world.
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When Kevin isn’t working to help his clients with their financial portfolio, he enjoys playing cribbage, card games, board games, trivia and watching any and all sports. His competitive edge and love for games allows him to take his strategic thinking from the board games and into your finances, finding the solution that fits your needs.
Kevin feels confident being the first point of contact for the bank and enjoys building and maintaining strong relationships with his clients as he helps them plan for their future. His office is mobile which allows him to see customers outside the traditional banking scope. No matter where or when his clients need him, Kevin is always up for a drive to meet a valued customer.
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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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Matt’s favorite thing to do when not working is spending time outdoors. From hiking the Adirondacks to camping with friends, if he is outside in nature, Matt is in his happy place. He also loves to travel and explore and enjoys watching the New York Rangers play at different arenas across the country with his Dad.
Matt applies this curiosity and adventurous spirit to his work as well, striving to understand his clients’ needs to deliver a personalized financial solution. He feels that the most exciting part of being a MyBanker is working with start-up businesses and helping them navigate their way through the startup phase to come out at the other end as a growing and successful business in the community. Listening to his clients’ goals and developing a banking solution that outlines the steps to get his clients where they want to be is his primary goal.
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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: