The ever-changing marketplace of financial institutions, as they merge and experience rapid growth, for some, causes an interruption of delivering service to your business. Many times, resulting in your Banker to realign herself/himself to the new ways of getting business done.  Or, they opt to transition to a new institution. 

Your dreams and strategies to achieve goals require the reality of timely access to the appropriate financing. I will do the ground work to compile a portfolio of your past, present and planned future to create a “Lender Enticing” request. I will be your Concierge Banker. My network of lenders are people that I know and understand their likes, dislikes and level of creativity. 

As your personal Concierge Banker my commitment is to you rather than that of any one institution. There are no distractions of internal policies and procedures. I am not bound to specific loan products that have set structures and requirements. My extensive career, as a Business Banker, positions me to present and discuss your request on a Banker-to-Banker level. This minimizes the all too often multiple back and forth requests for clarifications or information from you. 

Your request is a reality that I will champion! Saving you time and money by placing your request in front of multiple focused decision makers competing for the optimal solution.