Vice President, Private Wealth Management, Truist Bank
Church Health Champion
I’ve been a career financial advisor, but I often put myself in the shoes of people who need compassionate help. I’ve worked with enough people to know fortunes can change because of a single medical mishap, and I know it could happen to me. It’s easy to be in the land of self-sufficiency and suddenly find yourself needing help.
I love Church Health’s mission and have been involved in many ways. It’s congruent with my belief system. My ability to be self-sufficient is what I value most, and Church Health serves patients knowing—and honoring—that they want this, too.
But people working in low-wage jobs without insurance are closer to the edge than I am or my clients are.
I have long been an advocate of treating the whole person. As a wealth advisor, I take a holistic approach to helping people, and so does Church Health. The whole person matters. That sets Church Health apart from other nonprofits.
The gift of helping someone maintain independence through caring for the whole person is so important.
I want to serve a higher purpose than helping people have more money, and I am fortunate to help clients with philanthropic planning.
I tend to be purposeful about my giving. I want the organizations I support to be a good match for my values—to be a meaningful part of something bigger than myself. Church Health helps me do that. I’ve already connected friends to Church Health for the same reasons.
I tend to be purposeful about my giving. I want the organizations I support to be a good match for my values—to be a meaningful part of something bigger than myself. Church Health helps me do that.
Knowing that I can do this every month simply by being a Church Health Champion giver brings great satisfaction. Become a Champion and find the satisfaction of knowing your own higher purpose!
