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BANKING FOR INTERESTING
PEOPLE AND COMPANIES

You were never into the beige-paneled cubicle. The call center. The rope line that feels like a cattle chute. People who don't know the answer to your question.

You're a do-it-yourselfer. But it's more like settling into a leather chair by the fireplace — or taking a long lunch at your favorite grill — to get down to business. And your banker is right there with you until the ice in your glass melts down and you walk away feeling like somebody finally gets it.

Money is one of our most personal, meaningful and emotional touch points, yet we are taught that it's not polite to

talk about it. It is wrenching for most people to consider the consequences of having or not having money. It is interesting how money is the 'thing' that can have the greatest impact on our lives, yet we shop for it like we are roaming the aisles of a big-box retailer looking for the best deal. It's time to change that.

The Platinum standard is the difference between a banker who says yes or no, and a banker who says, "How about this?" Let's have a conversation and see where it takes us.