I have served the cash management and financing needs as a banker for family owned businesses and their family members throughout Southern California for over 35 years. I have held various lending and relationship management, executive management and CEO positions including my role as a co-founder in two independent banks. I recently joined Anfield Advisors, LLC to provide a greater variety of financial services strategic to business owners that are frequently avoided or ignored. Some of these include strategies for Repositioning and Investing Personal and Business Cash Assets; Retirement Planning; Income, Estate and Gift Tax Management; Risk Management (health and well being); Business Succession Planning; Buy/Sell Agreements; Business and Real Estate Financing, etc..