How I can help you

I am here to help you improve your business through mentoring you in the areas of finance, operations and accounting.

I am a results driven senior financial executive and CPA with more than 25 years of experience in finance and accounting operations.  I thrive in fast-paced entrepreneurial and small business environments and enjoy helping small businesses grow and excel.  Adept at converting complex accounting and finance problems into easy to understand and executable procedures, I can help you develop your financial models and budgets, set up your accounting systems and processes and design financial reports that work for you. 

My career began with one of the "Big 8" accounting firms and quickly moved into banking, mortgage-banking and fast-growing, entrepreneurial companies in the technology, e-commerce and financial services sectors.

As a SCORE mentor, I am here to help you succeed and thrive.  Let's get started!

Areas of Expertise
  • Business Finance & Accounting

Industry Experience
  • Banking, Financial Services and Insurance
  • Technology and Web-Based Services

Education

University of Virginia

  Graduate of the School of Bank Management

University of Hawaii

  BBA in Accounting


Helping small businesses thrive and survive.

Communication Methods

  • In Person
  • Phone