As both a business owner and a business intermediary, I bring practical experience—having led multiple successful organizations and guided numerous strategic transitions—with a focus on actionable solutions. Whether you're looking to buy, sell, or grow your business, I provide the strategic insight and tactical expertise needed to achieve your goals.

An educational center helping kids overcome learning challenges, tutoring on key subjects and prepping for the ACT/SAT tests.

Driving credit union success through proven EXCELLENCE, unmatched EXPERTISE and engaged PARTNERSHIPS. www.vfccu.org

MY CU Services, LLC provides consulting, cooperative buying, core processing, payments, and technology services to the credit union movement.

Sollievo Group is a wholly owned subsidiary of Mid-Atlantic Corporate Federal Credit Union. Sollievo – a little used Italian word meaning ‘relief’ – offers a unique suite of comprehensive and affordable risk management products and services, as well as insurance products to credit unions that provide compliance relief for credit union management.

Club Volleyball Team

ATON Financial Management is a wholly owned subsidiary of Mid-Atlantic Corporate Federal Credit Union. The term ATON is a nautical term meaning “Aid to Navigation.” ATON Financial Management is a team of seasoned experts charting a course to help credit unions navigate their balance sheets.

School foundation in support of the West Shore Christian Academy and its educational partners in Central Pennsylvania.

School foundation in support of the West Shore Christian Academy and its educational partners in Central Pennsylvania.

Primary Financial is a credit union service organization (CUSO) owned jointly by 14 corporate credit unions nationwide. Primary Financial manages SimpliCD (pronounced “simplicity”), a turnkey certificate of deposit program established in 1996. SimpliCD allows credit union investors to easily invest substantial funds in federally insured CDs without the hassle, time and expense of investigating potential issuers and purchasing the CDs themselves. SimpliCD also gives financial institutions a… Show more Primary Financial is a credit union service organization (CUSO) owned jointly by 14 corporate credit unions nationwide. Primary Financial manages SimpliCD (pronounced “simplicity”), a turnkey certificate of deposit program established in 1996. SimpliCD allows credit union investors to easily invest substantial funds in federally insured CDs without the hassle, time and expense of investigating potential issuers and purchasing the CDs themselves. SimpliCD also gives financial institutions a convenient and effective means of generating liquidity by issuing federally insured CDs without having to spend the time and money to market their deposits nationally, analyze the market, or manage multiple CDs and deposit relationships. Show less

Primary Financial is a credit union service organization (CUSO) owned jointly by 14 corporate credit unions nationwide. Primary Financial manages SimpliCD (pronounced “simplicity”), a turnkey certificate of deposit program established in 1996. SimpliCD allows credit union investors to easily invest substantial funds in federally insured CDs without the hassle, time and expense of investigating potential issuers and purchasing the CDs themselves. SimpliCD also gives financial institutions a… Show more Primary Financial is a credit union service organization (CUSO) owned jointly by 14 corporate credit unions nationwide. Primary Financial manages SimpliCD (pronounced “simplicity”), a turnkey certificate of deposit program established in 1996. SimpliCD allows credit union investors to easily invest substantial funds in federally insured CDs without the hassle, time and expense of investigating potential issuers and purchasing the CDs themselves. SimpliCD also gives financial institutions a convenient and effective means of generating liquidity by issuing federally insured CDs without having to spend the time and money to market their deposits nationally, analyze the market, or manage multiple CDs and deposit relationships. Show less

Mid-Atlantic Corporate Federal Credit Union is a federally chartered corporate credit union. Mid-Atlantic was founded to provide liquidity and investment services to the credit union movement. Through its family of companies it also offers services such as balance sheet management, core processing, enterprise risk management, HR, investment advisory, payment services, and technology services. With its national field of membership. Mid-Atlantic Corporate serves over 800 credit unions, CUSOs… Show more Mid-Atlantic Corporate Federal Credit Union is a federally chartered corporate credit union. Mid-Atlantic was founded to provide liquidity and investment services to the credit union movement. Through its family of companies it also offers services such as balance sheet management, core processing, enterprise risk management, HR, investment advisory, payment services, and technology services. With its national field of membership. Mid-Atlantic Corporate serves over 800 credit unions, CUSOs, Leagues and chapters across the United States. Show less

Financial Services provider to the credit union industry.

Head of all operations for Mid-Atlantic Corporate including balance sheet management, payments processing, e-commerce and technology management.

In charge of all business development efforts and call center operations. Also managed all phone system operations including long distance contracts for all partnered carriers.

Managed all of the business development, call center and telecommunications operations for Pennsylvania.

The business development officer for Mid-Atlantic. Calling officer to 1,150 credit unions in Pennsylvania. Investment, liquidity management and payments processing products to credit unions.

Provides grants to credit union related organizations to promote credit union growth, disaster relief and financial literacy education.

A consulting company to the credit union industry providing assistance in the areas of business services, charter expansions, project management, and strategic planning.

Worked in all facets of branch operations and consumer and commercial lending.