Co-founder and Executive Manager at Charter Capital with a history of 28 years working in the financial services industry. Skilled in Cash Flow, Leveraged Finance, Factoring, Mergers & Acquisitions (M&A), and Structured Finance. Strong business development professional with BA from The University of Texas at Austin and MBA of International Business from University of South Carolina.

How to Bet on Yourself for Personal and Business Growth

Bet on yourself 2 1 | How to Bet on Yourself for Personal and Business Growth

Eleanor Roosevelt once said, “The future belongs to those who believe in the beauty of their dreams.” Although her words have stood the test of time, that doesn’t necessarily make having that belief or betting on yourself any easier. On this page, we’ll walk you…

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How to Create an Airtight Business Disaster Preparedness Plan

Disaster Preparedness Plan

Most small businesses think they’re prepared for disasters, yet just a quarter actually are, according to U.S. Chamber of Commerce Foundation research. Perhaps as a sign of the times, most businesses that aren’t truly prepared cite finances. Simply put, planning for emergencies is difficult when…

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Top 6 Business Growth Resources for Savvy Entrepreneurs

Top Business Growth Resources for Savvy Entrepreneurs

Do you know what separates a thriving business from one that stalls? It’s not just the product, the strategy, or even the vision—it’s the ability to tap into the right resources at the right time. For entrepreneurs, staying ahead of the curve means constantly learning,…

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7 Essential Ways to Invest in Your Small Business

Learn to Invest in Small Business Growth.

Warren Buffett once said, “The best investment you can make is in yourself.” For small business owners, this wisdom translates directly into the strategic investments you make in your company. Whether it’s in your financial foundation, your team, or the technology that drives your operations,…

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6 Common Bookkeeping Mistakes to Avoid

Avoid these bookkeeping mistakes.

Think your business excels at accurate bookkeeping? It’s not as easy as it sounds, and even small errors or oversights can cause major issues as your business grows. On this page, we’ll review some of the most common bookkeeping mistakes that small businesses make, why…

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How to Use Customer Feedback to Boost Small Business Growth

Learn how to get the feedback you need and what to do with it in this detailed guide.

Customers are speaking up. Is your brand listening and turning their words into actionable strategies to grow your business? On this page, you’ll learn how to find and solicit customer feedback and what to do with the information you learn to boost your business growth….

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10 Smart Ways to Leverage AI in Customer Service

Learn why it's essential and what areas to focus on in this detailed guide.

Public opinion on artificial intelligence (AI) has shifted in recent years. Today, nearly three-quarters of people are comfortable leveraging an AI chatbot, and more than half say this extends into sensitive areas like medical and financial matters, a recent Qualtrics survey shows. More than half…

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Focusing on Business Goals: 6 Ways to Stay Targeted

Graphical representation of SMART goals.

Nine out of ten businesses fail to reach the strategic objectives they set because they don’t implement well, Economist surveys show. While there isn’t a single barrier that can be blamed for the issue, it often comes down to maintaining focus. An idea may look…

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