How I can help you

I spent my entire career as a commercial banker.

My expertise is in all financial aspects of starting and operating a successful small business including:

  • How to apply for a business loan
  • Developing a business plan
  • Cash flow and financial analysis of your business or start-up
  • Exploring financing options including government guarantied loan programs 
  • Loan structure
  • Business valuation
  • Cash management
Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations

Industry Experience
  • Banking, Financial Services and Insurance
  • Real Estate, Rental Services and Leasing
  • Construction, Industrials and Utilities
  • Manufacturing & Mining
  • Consulting, Research and Business Services
  • Retail and Wholesale Trade

Education

Under graduate degree from Marquette University

MBA- Keller Graduate School of Management (emphasis in accounting)


Communication Methods

  • In Person
  • Phone
  • Video