How I can help you

I can help you with strategy, business planning, creating a strategic differentiation for your business and financing.  

As the CFO of two different community banks my experience included developing the bank’s strategic plans as well as our unique value proposition. As the owner of a commercial loan brokerage company I have 15 years’ experience interacting with companies all across the country in a wide range of industries.  My extensive experience in the debt markets can provide you with a good understanding of what kind of financing is possible today and in the future as your business grows.

My unique view centers around not having the right answers but having the right questions to open the path to success.  During this time, I have had discussions with thousands of companies which provides me with an understanding of the key drivers of business success regardless of industry.

 

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning

Industry Experience
  • Banking, Financial Services and Insurance
  • Consulting, Research and Business Services

Education

I have a B.B.A in accounting and I am a Certified Public Accountant.


Communication Methods

  • In Person