How I can help you
As veteran insurance industry leader, I can help new and current businesses develop and implement Marketing, financial and operating plans. As a retired CPA, I provide financial management support, business development assistance and regulatory guidance to the financial services sector. I have had success in forming trusted relationships with independently owned insurance agencies.
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Government Regulations & Contracting
- Marketing, Public Relations & Sales
- Operations
Industry Experience
- Finance & Insurance
- Professional, Scientific, & Technical Services
