How I can help you

Extensive business and financial planning experience with both start- up and established businesses, with expertise in strategic planning, developing business plans, financial analysis, budgeting, financial projections, financial forecasts, business financing, financial risk management and TQM (total quality management). Special focus on financial turnaround challenges. Clients include contractors, wholesalers, manufacturers, retailers and service firms in various industries.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Non-Profit
  • Supply Chain Management
  • Business Operations
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Finance & Insurance
  • Arts, Entertainment & Recreation
  • Manufacturing & Industrial
  • Professional & Business Services
  • Retail & Wholesale Trade
  • Nonprofit, Public and Professional Organizations


Duke University 1964 BA in Accounting and Corporate Finance

Communication Methods

  • In Person
  • Phone
  • Video