Meet your advisor
As a seasoned professional with over 25 years of experience in commercial lending, financial analysis, and people management, I have worked for large, national banks, small regional financial institutions, and most recently, a credit union. Throughout my career, I have been passionate about helping small to medium-sized businesses grow, be profitable, and be successful.
I am a true problem solver, with a keen eye for identifying opportunities for improvement and developing creative solutions to complex challenges. Whether working with a small start-up or a large corporation, I bring a wealth of expertise and a dedication to helping my clients achieve their goals.
In addition to my professional accomplishments, I am also a proud father of four children, and I am fortunate to be married to my best friend. Together, we are also grandparents to four wonderful grandkids, who bring us endless joy and inspiration.
Overall, I am deeply committed to my work and my family, and I believe that my experience, dedication, and passion can make a meaningful difference in the lives of the clients I serve.
