I’m a 10-year finance and banking professional, passionate about helping small businesses achieve their goals. I’ve managed multiple teams and have been involved in processing billions of dollars in loans.
I have a love–hate relationship with SBA programs and am always happy to offer an unfiltered take. Not every business is right for the SBA, and the SBA isn’t right for every business—but when it is a fit, it can be a game changer.
Outside of work, I’m passionate about travel, health and wellness, personal finance hacks, and anything that pushes me out of my comfort zone.
Ask Me!
- Am I eligible for an SBA loan?
- What should I do to position my business to increase the likelihood of approval for an SBA loan?
- Can you tell me the pros and cons of the SBA loan program compared to conventional loans?
- How do my financials look?
- Should I get an SBA loan or look into other financing?
Your Advisor Session takes place over a video chat. Share documents, brainstorm and get the advisement you need. Book more than 3 hours in one order, get 20% off.
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