Background Summary

Financial services: Expertise includes investment banking, tax deferral strategies for individuals and businesses, private  business real estate, sales management, wholesaling/marketing of financial products including structuring alternative investment and equipment finance transactions. Areas of concentration include private businesses, manufactured housing and renewable energy, environment cleanse among other private debt/equity opportunities.

Business strategy consulting: Services include solutions for operating inefficiencies, cost reduction, organizational structures and ownership changes, among others.

Real estate finance: Experience includes modular housing, commercial 1031 exchange connections, long-term capital gains tax deferral-exclusion and property management for assisted living properties that included staff management, preparing forecasts, yearly budgets, cash flow analysis, and rent collection.

Education: MBA from Marquette University, BA in economics from Ripon College   

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