About

Having spent over 40 years in financial services, I embarked on a venture to help B2B companies, across a wide spectrum of industries, obtain strategic cash flow/financing solutions. As a business owner, I can relate to the needs of my clients. By employing a broad-based, relationship-oriented approach to each client situation, I strive to provide my clients the highest level of professionalism and concern for their financing needs.

Mine is a referral based business. I work extensively with banks and their commercial lenders, having worked in that market for over 25 years. I also work with outsourced CFOs, business consultants, CPAs and business attorneys. My objective is to make a company bankable or supplement a company's current bank financing to provide more availability. I also assist companies in transitioning between banks.