Expertise:
I work with small business owners, specializing in those with annual revenues up to 5 million. My work also extends to larger companies, especially around lending including both collateralized and non-collateralized loans. I have a lot of experience in utilizing different financial solutions to help business owners grow and maintain their cash flow, Tools such as, merchant services, cash management, business / commercial loans and lines of credit are just some of the services I am able to provide.
Planning for the future is extremely important, especially for those that work for themselves. Asssisting with retirement services and creating strategies to help you hit your personal and business goals is another area that we focus on. JPMorgan has platforms to meet any need, small and large.
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