How I can help you

I have worked in financial service industry for 42 years, the last 25 with the Small Business Banking segment, assisting small businesses in need of financing. I am able to offer guidance to both start up businesses, as well as existing businesses wishing to expand, and in need of financing to accomplish their plan. I am able to offer guidance with business plans, review tax returns as analyze financial statements to offer guidance, or suggestions on how to structure request for credit.

Areas of Expertise

  • Accounting & Cash Flow

Industry Experience

  • Finance & Insurance

Communication Methods

  • In Person