For over 3 decades., Keith has helped entrepreneurs throughout SoCal with their capital needs, including access to working capital, equipment, and real estate financing. In short, I serve as an Advocate, Banker and Consultant to business owners.

At the core of his belief is the unwavering principle to ALWAYS DO THE RIGHT THINGS FOR MY CLIENTS and serve as an unbiased sounding board to the many business owners I work with.

Keith understands that “Main Street, USA” businesses are the primary drivers of the economic engine in the U.S. As they succeed, they buy equipment, open new plants, and hire more employees. This cycle of success in turn results in the creation of family wealth, higher living standards for all, and growing wages, which in turn generates more revenues to our governmental bodies.

To Keith, his objective is clear: play in a supportive role with the business owners and help facilitate their pathway to success as a trusted business partner. He bring the following solutions to business owners:

• Helping structure working capital funding for growth requirements;
• Extending flexible financing options for the acquisition of equipment, including rolling stock;
• Offering creative financing solutions for owner-occupied and investor real estate acquisitions;
• Advising on succession planning, including ESOP’s and other management buyout financing needs;
• Mapping out a cash management scenario where cash flow is optimized and clients are utilizing
  the best of services to protect from cyber fraud and other malicious activities.

The typical client profile includes firms with annual revenues of $10 million-$200 million, are privately-owned and desire a banking partner that will take the time to understand and learn about their business.

My areas of expertise include Manufacturing, Wholesale/Distribution; Contractors (both prime and specialty trade), and Service companies.