How I can help you

Management and hands on experience in the following areas: Business Brokerage, Business Acquisition, Business Exit Planning, Accounting and Controllership functions,Direct mail Marketing, Marketing data base design, Tax Planning, Financial Planning, 

 

 

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

Industry Experience
  • Banking, Financial Services and Insurance
  • Marketing, Advertising and Creative Services
  • Consulting, Research and Business Services

Education

BA   Valparaiso University. Majors in Accounting and Statistics

MBA   University of Chicago  in Economics and Finance

EPA  Exit Planning Advicor

Hold Real Estate Broker Licenses in Midwest

Hold Insurance and Annuity Licenses

 


Communication Methods

  • In Person
  • Phone