business meeting

2024 Business Owner Report

This year’s survey explores the perspectives, aspirations and outlooks of small and mid-sized business owners across the U.S.

Learn More

Profile

There is nothing I enjoy more than to help businesses and individuals meet and exceed their goals. My approach is becoming a part of your team and acting as a liaison between the bank and the client. 

With over 17 years in the financial services industry, I bring a wealth of knowledge for helping business owners access capital for growth and expansion as well as providing solutions for all aspects of their cash cycle. I specialize in Acquisition Financing, Equipment Purchases, Owner-Occupied Real Estate, Working Capital Lines of Credit, Corporate/Purchasing Cards, SBA Lending Products (7(a) and 504), and all Treasury needs inclusive of Foreign Exchange.

Having a unique set of skills acquired via education (B.S. in Finance from The University of Oklahoma) and industry experience allows me to have perspective from both the business and bank. This allows me the ability to have open and honest conversations about goals and/or issues to be solved while providing transparent solutions and advice.  

I was born and raised in Plano, TX and married to my wife Stefani for 6 years. We have two children Jackson (3), and Jordan (2). In my spare time I enjoy golf, cars, watching my children's sports activities, and  spending time with our family.
  • LANGUAGES

    English
  • INDUSTRY FOCUS

    • Technology Services
    • Accounting and Law Firms
    • Engineering Firms
    • Healthcare & Physician Practices
    • Transportation
    • Manufacturing
    • Not-for-profit
    • Professional Services
  • COMMUNITY

    • North DFW Metro

Bank of America Business Banking

As you work to take your business to the next level in an environment where business and technology sophistication are critical to having a competitive edge, you need a local banking partner who has your long-term interests at heart.

Bank of America is that local advocate. We work closely with you to understand your business goals. We then draw on our Bank wide resources, technology and experience to generate ideas and solutions that will propel your business further.

With Bank of America Business Banking by your side, you can be assured your business has the power to grow and thrive.


You can benefit from:

Local Relationship Managers who are your advocates and bring the Bank’s resources to you as a seamlessly integrated, dedicated team

Comprehensive commercial banking platform with full range of products and technology, backed by Bank of America’s strength and stability

Access to bank-wide services beyond business banking, to manage both your business and personal wealth

Let's have a conversation.

There is no substitute for a one-on-one relationship with a Bank of America relationship manager who is committed to your needs. Request an appointment today.