How I can help you

I can help you to with financial and strategic planning; valuation; loans, and commercial real estate.

As a business owner, realtor, banker, and educator, I have helped many business owners and working professionals in a variety of areas. My background includes restaurant management; commercial credit analysis; commercial real estate, and property management.  

I conduct a weekly podcast regarding business and personal finance topics. I authored seven financial education books for kids and teens.

If you’d like to discuss how I can help you, please contact me.



Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations

Industry Experience
  • Banking, Financial Services and Insurance
  • Real Estate, Rental Services and Leasing
  • Restaurants and Hospitality
  • Consulting, Research and Business Services


Doctoral Student (DBA), Business Administration

MBA, Accounting

B.A., Management and Finance

Communication Methods

  • In Person
  • Phone
  • Video