Broker Type

  • Commercial Mortgage
  • Small Business
  • Small Business Finance

Years in Business


My leading trade is in underwriting debt and equity capital structures.  I have underwritten a variety of deals, including mining projects, energy deals, working lines of credit for business, and commercial real estate financing.

My work experience has been the culmination of a 20-year career in banking and finance where I have worked for Vecta Bank Colorado, Merrill Lynch, the Colorado Housing and Finance Authority, Briar Capital, and Commercial Finance Group.

I have created and developed credit administration departments for Citywide Lending Group International, Angel Oak Commercial Lending, and Tulsa Real Estate Fund. At Arc Advisory Co. I use my expertise in working with financial firms and lower middle-market firms to not only underwrite but to build out the capital structures that are most optimal for businesses and investors to carry out their goals and projects.

​I graduated from Ithaca College in 2002 with a Bachelor’s of Science in Business Administration. His professional credentials include the National Associate of Mortgage Underwriters (NAMU) certification in commercial real estate; Moody’s certification in commercial credit training; and an Investment Banking and Financial Analyst Certification from the NY Institute of Finance.


1050 CROWNE POINTE PKWY, STE 500, Atlanta, Georgia, 30338