Services Offered
April 1, 2024
As my practice and expertise continues to evolve, I get to combine my financial background and expertise with my industrial organizational psychology education to bring a uniquely balanced approach to supporting middle market organizations. Recently, I’ve […]
November 1, 2023
Working with my business coach recently who challenged me to reflect on some of the different types of clients I’ve served over the years. He said, “Think about all the clients you’ve helped. Write down a […]
May 1, 2023
“He said he could make twice what we were paying him at his new gig. What were we supposed to do? So. He quit. Yeah, he gave us two weeks notice, but our books are a […]
April 1, 2023
Not every business owner I meet is holding a sign saying, “Help! I’m drowning in debt.” But this meeting was as clear a sign as any that they needed serious help. “I’m sorry. Hang on a […]
February 5, 2023
“Who is actually in charge around here?” I thought to myself as I was listening to three owners of a company discuss strategic initiatives for the future of their enterprise. In the first few months of […]
January 9, 2023
“My business banker told me to call your office.” The line was staticky and the lady on the other end of the call sounds unsure. She continued, “They declined me for a business loan but couldn’t […]