How I can help you

My knowledge lies in assisting with the preparation of financial statements and projections

I can assist in preparing presentations to lenders that will speed the loan process along.  This includes financial statement analysis so that you will have answers to many of the questions that lenders will be asking. 

I have over fifty years in the banking industry, with most of it spent reviewing loan requests for start-up businesses as well as established businesses.

I spent the last few years in banking reviewing SBA loan requests of all sizes.

During my two plus years with SCORE I have worked with a variety of clients.  This includes start-ups and operating businesses.  I can assist in the preparation of business plans, including projections.  Based on my banking background, I have been successful in helping clients obtain funding.

Areas of Expertise
  • Business Finance & Accounting

Industry Experience
  • Banking, Finance & Insurance

Education

Graduate School of Banking, University of Washington, Seattle, Washington


Communication Methods

  • In Person
  • Phone
  • Video
  • Email