
I have been part of the great United Capital team since 2000. I am primarily responsible for marketing the professional services of our firm, and other business development efforts. I am honored to be able to serve our amazing clients and help them profitably grow. I am originally from Ohio, but have been a Floridian since 1994. My wife Kathy and I have 3 children all whom have graduated from college. Add to this a Golden Retriever and a cat, and I am sure you can see that there is never a dull moment in our house. I have been very fortunate to serve our clients and help them profitably grow their B2B and B2G businesses. I enjoy most getting out of my office and meeting/serving/mentoring our clients.
I am a very passionate advocate for small business owners and have had the honor to speak all over the world educating entrepreneurs that they have many choices when it comes to how to fund and grow their businesses. My presentations have been in London, Paris, Hong Kong, Madrid, Shanghai, Amsterdam, Kuala Lumpur, Malaysia, Vienna, Rome, Tianjin, China, Istanbul, Warsaw, Lisbon, Brussels, Slovenia, New York, San Francisco, Los Angeles, Chicago, Philadelphia, Miami, Atlanta, Orlando, Fort Lauderdale, Nashville, Washington, D.C., Las Vegas, Denver, Seattle and a bunch of other places I can’t recall. I have a lot of frequent flyer miles, for sure!
A long time ago I received a B.B.A. and M.B.A. in Finance and recently received a Certificate in Private Capital Markets from Pepperdine University Graziadio School of Business.