Welcome to our updated site!
We’re excited to announce we’ve updated our site. Among other enhancements you’ll find a new Education Center with helpful articles on a range of financial topics. We hope you stop by often to see what’s new!
"With my specialization in the healthcare industry, I enjoy helping healthcare practitioners by providing insights and guidance on all things professional private practice related. With more than 18 years of experience in small business banking, I have been fortunate to consult with thousands of clients on their business needs. I leverage this experience to help doctors, dentists and veterinarians transition into ownership or get to the next stage of their business cycle. And we do it together. My passion is to help clients get started, acquire, or expand their practices through renovations, real estate, and preparation for transition events.
My background includes military service and animal rescue. I hold a master’s degree in business administration and have extensive experience in small business finance, business and consumer lending, and credit.
When I am not helping clients, I take care of my four dogs, spend time with my family and enjoy volunteering. Most of all I appreciate being a resource for my clients, family, friends, and colleagues.
Please feel comfortable reaching out to me directly and allowing me to be a resource for you--I’ll look forward to it!"
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