I have owned companies in manufacturing, distribution and services, along with well over 10,000 hours of coaching business owners. I will understand your business and your objectives.

your client needs guidance on business progression or exit planning in the area of financial planning

I work with my PNC Private Bank partners, as well as with outside partners, to offer our clients financial solutions that meet the needs of them and their families.

You have HR, Employee Benefit, Payroll, Risk Management needs. We have decrease the amount of time it takes to close a sale of a small business by up to 45 days.