How I can help you

I can help you start your business from the ground up. As a banker, relationship manager, and entrepreneur I helped numerous businesses in the areas of banking, finances, cash flow, operations, marketing, and networking. I provide financial advice and support to small and medium size businesses. I also work with business owners in helping them combine personal and business goals together, developing a personalized financial plan, and achieve their financial goals. My professional expertise lies in banking and finances. I spent over twenty years working in banking and relationship management. I have worked for large and small banks. I appreciate various experiences I gained working for different organizations. There is no bank large or small, there is a relationship one builds with its customers, and ability to communicate clearly and timely. It is very important to have a right for you banking relationship. I love my customers sharing their personal stories. Stories of how they got their business idea, a dream, circumstances that allowed them to start something new, become successful, learn, grow. I appreciate people allowing me to help them. I learn and grow with my customers. As an entrepreneur I can easily relate to people’s stories and situations. Due to my professional knowledge and expertise I am able to provide an objective and critical analysis of the situation. I am an ENFJ, a smooth talking persuader, in the Myers Briggs personality type family. My outer world is directed towards activities, people, excitement. My inner world consists of ideas, imagination, interests. I am looking forward to working with you, learning how I may be able to help you and see your business taking off to the great success.

Areas of Expertise

  • Accounting & Cash Flow
  • Marketing, Public Relations & Sales
  • Non-Profit

Industry Experience

  • Finance & Insurance
  • Professional, Scientific, & Technical Services

Communication Methods

  • In Person
  • Phone
  • Video