Chief Executive Officer

The CEO is an experienced banker instrumental in helping to fund millions of dollars to small businesses in Michigan.  Her education includes an MBA in Accounting and Finance and an MBA in Management.  She received an undergrad degree with a major in Entrepreneurship with minors in Business Administration and Spanish. She has recently been awarded the prestigious professional designations of Master Financial Professional and Chartered Asset Manager. She understands business from both the banker’s and business owner’s perspective. What can be better than having your Business Plan prepared by an experienced banker who has funded millions of dollars to small business in Michigan and has gone through the same loan process?

Chief Operating Officer

Our COO is a Human Resources professional with over 15 years of executive level administration, operational management and financial experience.  Hands-on manager with expertise in business operations revitalization and expansion.  Proven record of developing and implementing HR and operational controls that improve P&L scenario and competitively position the organization.  Versatile team player with the ability for accurate and timely HR/financial analysis and flexible problem resolution. Over 19 years experience in industries including staffing, automotive, medical/healthcare, transportation, and consumer services.  Strong track record in coaching, mentoring and developing talent.

Chief Marketing Officer

The CMO is a specialist in making marketing easy for business owner/operators and any staff with sales or marketing responsibility. He demystifies marketing so they can use it to generate sales today and grow their businesses faster. He is a popular speaker, columnist and author of many articles and books on moving a business up to the next level.

Senior Finance and Operations Consultant

A Finance professional with over twenty years of executive level financial and operational management experience.  Hands-on manager with expertise in business operations revitalization.  Proven record of developing and implementing financial and operational controls that improve P&L scenario and competitively position the organization.

SBA Underwriter and Business Plan Review Specialist

Over 13 years experience specializing in underwriting SBA loans and credit analysis.  Has extensive experience in back office preparation and loan approval.  Each plan will be reviewed by a former underwriter according to the same strict rules for approval used by underwriters at your bank.  Each loan request will be scrutinized through an analysts' eyes for a fair and objective projection of a potential loan approval amount.