How I can help you

I can be most helpful in improving business performance through strategic planning, budgeting and financial management.

As a commercial banker and investment manager of funds that provided debt and equity financing, I have had the opportunity to interact with and assess the business strengths and weaknesses of a wide variety of businesses. I have served as a board member of a number of companies where I have been involved in the review and development of strategic plans, annual budgets, compensation plans and financing alternatives. I have also co-owned a small business with my wife for which I handled the accounting and experienced many of the issues and challenges of small business owners.

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

Industry Experience
  • Banking, Financial Services and Insurance
  • Transportation and Warehousing
  • Manufacturing & Mining
  • Retail and Wholesale Trade
  • Health Care and Life Services

Education

BA, DePauw University (Greencastle, IN)  Accounting and Economics

MBA, Kelley School of Business, Indiana University (Bloomington, IN), Finance and Management


Communication Methods

  • In Person
  • Phone