How I can help you

I was in banking for 34 years. 7 of the 34 years in banking included being self employed as owner of Camelot Mortgage Company in the state of Florida. In addition to my duties in commercial lending I was the Banker of record for many small and large businesses. Gross annual sales for these businesses ranged from $500,000 to $15,000,000.  My job as their business banker was to mentor each client.  This included helping each business customer to not only succeed, but to grow their business.  Thus, I was actively involved in their successes and challenges.  Challenges in some cases included credit issues and loan counseling.  I helped them with their line of credit needs and commercial real estate financing needs.  Additionally, I was their contact on payroll, commercial insurance needs as well as their ability to accept credit cards.  This roll required that I find the best department within the bank to handle these common business needs.

Prior to entering the banking profession I was a licensed Real Estate Broker.  I still maintain my license.  Over the years I have managed rental properties and have also owned rental properties.

Areas of Expertise
  • Business Finance & Accounting

Industry Experience
  • Banking, Finance & Insurance
  • Real Estate, Rental & Leasing

Communication Methods

  • In Person