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I can help you evaluate a new business idea, identify the key drivers in developing a strategic and tactical business plan necessary to be successful and provide you with the financial guidance and management resources required to start your business. If your business is currently operating, I can help you analyze current financial results to better understand the implications as well as to “right size” or grow the business, help you think through difficult operational or financial matters, and provide access to resources necessary to ensure continued growth or viability of a business.

After a lengthy career in the financial services industry, I am looking to give back to my community as a SCORE volunteer. Throughout my working days, I enjoyed acting as a coach and mentor to colleagues, helping them achieve their goals and dreams. With a significant level of commitment, responsiveness, and the ability to provide relevant business observations, I look forward to helping small business owners succeed and grow.

My work experience includes Financial Accounting and Budgeting, Financial Reporting for both public and private companies, Strategic and Tactical Planning, Human Resources and Payroll Management, Legal and Business Administration in the financial services industry. Throughout my career, I have been employed by global and regional public and private financial service firms as well as starting my own financial services firm with others that has grown to be a public reporting company with excess of $100 million in revenue. Thus, my experience across the board, from large multinational companies to a few small start-ups, can be invaluable in assisting others attempting to start, finance, and successfully grow a business. I have held senior-level positions in Accounting, Finance, Financial Reporting, Human Resources, and Legal and Compliance throughout my career.