Meeting Preference: In Person
Languages: English
In today's dynamic business landscape, understanding the intricacies of starting and
growing a successful venture is crucial. As a seasoned entrepreneur and the co-founder and
CFO of a successful private duty homecare agency in Montgomery County, PA, I bring a
wealth of knowledge in small business development, personal finance, real estate, and
operations. My expertise is grounded in real-world experience, having steered our company
from inception to a successful sale in June 2019.
What I Offer:
• Risk and Reward Analysis: I provide insights into the challenges and potential benefits of
starting new ventures, helping you make informed decisions.
• Financial Oversight: Drawing from my experience as a CFO, I offer guidance on managing
your business's financial health effectively.
• Operational Excellence: I share strategies for streamlining operations, ensuring efficiency
and growth.
• Marketing and Brand Development: My hands-on experience in marketing will help you
build a strong brand presence and connect with your target audience.
• Real Estate Acumen: With my background in real estate, I can advise on property-related
aspects of your business.
A Bit About Me:
My journey in entrepreneurship was significantly influenced by the support and advice I
received from SCORE. This experience, coupled with my roles in the Montgomery County
Estate Planning Council and the Eastern Montgomery County Chamber of Commerce, has
enriched my understanding of the business world. My goal is to pay it forward by helping
new entrepreneurs navigate their path to success.
Let's Connect:
If you're looking for a mentor who has successfully walked the path of building and selling a
business, and who can offer practical, down-to-earth advice, I am here to assist.
Mentions of my Score mentees in the news!
• https://www.thereporteronline.com/2023/08/21/score-mentors-help-nonprof…
• https://patch.com/pennsylvania/newhope-lambertville/score-mentors-help-…
Areas of Expertise
- Accounting & Finance
- Business Plan
- Management & Operations
Industry Experience
- Accounting & Tax Services
- Professional Services