How I can help you

I can help you with financial statements, operational planning, financial planning and strategic planning.

As a Financial Services Professional and former School District Administrator, I have experience in a variety of business and operational areas. I have been an active member for multiple non-profit boards of governance. Also, I have played major roles in building construction and rehabilitation projects.

I hold a deep desire to assist businesses, communities, families and individuals in their pursuit of economic empowerment and development through fundamentally sound business structures and practices.

As a member of the SCORE team, I hope to become a value support asset for you and your business.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Non-Profit
  • Business Operations
  • Human Resources & Internal Communications

Industry Experience
  • Banking, Financial Services and Insurance
  • Educational Services
  • Nonprofit, Public and Professional Organizations

Education

B.S., Accountancy, Bradley University

 

M.S., Information Systems, Roosevelt University

 

MPA, Public Administration, Western Michigan University

 

Ph.D., Philosophy, Michigan State University

 

Certified Public Accountant (CPA)

 

Professional Licenses

Life and Health Insurance, Annuities --  Michigan and Illinois

Property and Casualty Insurance --  Michigan and Illinois

Series 7 and 63


financial planning, administration, education, non-profit

Communication Methods

  • In Person