Why can we serve you so well? Because we're a lot like you. 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.
Meet our Relationship Managers
Pioneer Valley/Springfield, MA
Ronald is committed to helping the community and strives to position it for a future in which financial sustainability is not only attainable, its within ones reach, while providing the highest quality customer service. He's had the opportunity to make a difference in the community, each and every day one person at a time.
Ronald's focus is on responsiveness, attention to detail, trustworthiness, and providing the highest quality customer service to his customers and communities.
Boston/Greater Boston, MA
Edgard demonstrates A+ customer service to all his clients, by establishing trust and offers the tools they need to bank with dignity. His goal is to improve the way people conduct their banking by providing a convenient way to do so. Edgard will always assure the client that personal touch of service with a clear understanding of their financial outlook.
Edgard's biggest accomplishment in his professional career is working for The Department of Defense as a United States Army soldier on the integration of a new logistics program for all the armed services. It was a successfully completed 6-year process, that he's proud of to this day.
Edgard is also involved in various community efforts to include Truth to the Youth where he teaches young men on awareness of financial fitness, team building, education preparation and social responsibility.
This year Edgard is spearheading an initiative he’s started called “From Recruit to Retirement”. He will be partnering with various military locations and VA installations to discuss with enlisted military members, veterans and retirees on financial literacy and benefits throughout their military career.