How I can help you
With my background in both public and private enterprise, I can provide assistance in financial management, funding business growth, and developing sound financial and growth strategies. As a former banker, nonprofit professional, consultant, and now as an entrepreneur with my own small business, I have worked with both nonprofits and small businesses in the areas of finance, management, and strategic planning. As a business intermediary, I work with entrepreneurs looking for the right business to purchase, as well as with small business owners who are looking for assistance in developing an effective exit strategy. I am an active community volunteer, serving as Treasurer for the United Jewish Federation of Utah, and I am coordinating with the Utah State Board of Education to increase awareness of the need for Holocaust and Genocide Education in our schools. In my desire to “pay it forward,” I donated my left kidney to a friend in October 2018, and I am a passionate advocate for living and deceased organ donation through DonorConnect.
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Other Services (except public admin.)
- Finance & Insurance