How I can help you

I can help in the areas of business tax structuring, business plan and business identity.  I have mentored business owners and staff employees on service delivery and marketing and can help you in developing these processes.  From my investment background I can offer advice with financials, loans  and insurance issues.

Areas of Expertise
  • Business Strategy & Planning
  • Business Operations
  • Human Resources & Internal Communications
  • Sales, Marketing & Public Relations

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

Education

I have a Bachelor of Science degree from the University of Wisconsin at Oshkosh.  I am an EA (enrolled Agent) on the tax side as well as being insurance licensed. 


Communication Methods

  • In Person
  • Phone