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Meeting Preference: In Person, Phone, Video
Languages: English
My expertise is in helping clients create business plans and find the right funding source to finance their businesses. A proper funding source is one that aligns with the client’s stage in the business life cycle and their business funding needs.
As a commercial lender with over 20 years of experience in banking, I have analyzed loan requests from businesses of a wide range of sizes - from small businesses to large middle market institutions and everything in between. Similarly, I have covered a diverse range of industries including manufacturing, food service, real estate, and more.
I joined SCORE as a mentor in 2018 - bringing a unique client’s perspective having been a former SCORE client, myself.
In my spare time, I enjoy golfing fishing and spending time with family.
Areas of Expertise
- Business Plan
- Business Structure
- Funding/Loans
Industry Experience
- Commercial & Residential Services
- Construction
- Distribution & Transportation of Goods
- Education
- Food & Beverage
- Manufacturing
- Nonprofit
- Professional Services
- Real Estate
- Restaurant & Bar
- Retail
- Warehousing
