We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.
Meeting Preference: In Person, Phone, Video
Languages: English, Portuguese
As veteran insurance industry leader, I can help new and current small businesses develop strategic and tactical business plans. As a Honorary CPA, I can in assist with financial management and regulatory compliance. I have had success in forming trusted relationships with independently owned insurance agencies.
Areas of Expertise
- Accounting & Finance
- Budgeting
- Business Plan
- Management & Operations
Industry Experience
- Accounting & Tax Services
- Professional Services