How I can help you
We started our business, grew rapidly and eventually sold it to a public company. I can help improve business performance in marketing, finance and operations and help business startups (including nonprofits) with business plans, financial projections, and marketing. In my practice as a Certified Financial Planner I assisted small businesses and professionals with their financial plans, and the development of their business. I have a deep sense of community service and, in addition to my professional activities, I’ve served on boards of directors for both for-profit and nonprofit organizations. As a Score Mentor I’ve provided advice to hundreds of entrepreneurs.
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Marketing, Public Relations & Sales
- Non-Profit
- Operations
Industry Experience
- Finance & Insurance
- Professional, Scientific, & Technical Services
- Real Estate & Rental & Leasing
