How I can help you

I can work with you to start a business, write a business plan, and with financial forecasting and analysis. In your existing business I'll work with you to analyze operations and develop strategies for profit and operational improvement.

My background experience is in many industries.

Most recently I founded and managed a financial planning company with fee only financial planning and investment advice to individuals. Prior to starting my own firm, I served as executive vice president and senior credit officer for First Union National Bank/Wachovia Bank. I worked on extending credit and banking services to large and small businesses which provided a foundation for my skills in detecting, analyzing, and solving problems in starting and running businesses.

I will work with you through one-on-one counseling and/or email counseling.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Manufacturing & Product Development
  • Supply Chain Management
  • Business Operations

Industry Experience
  • Banking, Financial Services and Insurance
  • Construction, Industrials and Utilities
  • Personal Services and Wellness
  • Manufacturing & Mining
  • Consulting, Research and Business Services
  • Retail and Wholesale Trade

Education

B.A., Economics, Wake Forest University 

 

Certification: Financial Planning, Virginia Commonwealth University 

 

LSU School of Banking of the South


Communication Methods

  • In Person
  • Phone
  • Video
  • Email