I have always had a passion to help businesses grow. I "can be" a numbers guy...this allows me to show a client WHY his or her business is acting a certain way (and what it might take to "take it to the next level"). But I LOVE meeting new clients...learning how/why they operate their business. I am always learning new things...and I LOVE THAT !!!
Originally a small-town boy (Cleveland TX). Graduated from Texas A&M in 1982 (during the Southwest Conference years). Moved to Houston for my first banking job (Texas Commerce Bank). Learned and became a commercial lender...and have continued in this industry ever since. Have two grown children (both living in Houston). Lived and worked on the west side of Houston since 1990...till the flood from Hurricane Harvey changed things. Have a positive outlook on life. Always willing to help others.
An established business that needs help getting to the next step. Might need a line of credit, equipment loan, real estate loan. A business owner that needs more than "just a banker"...he/she needs a friend in the banking business to help guide, suggest and support.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1) Is your company looking to grow in the next year or two?
2) What type of capital requirements would you need to get to this next level?
3) Are you interested in meeting a commercial banker that takes the time to understand your challenges and helps to guide you in the right direction?
Describe How You Would Like To Be Introduced Via Email
I'm a banker that's like an old country doctor...I make house calls