Driven by Relationships, Led by Experience

John’s previous experience in the emergency and surgical medical fields, and in the hotel business provides insight that he uses now as an SBA lender specializing in helping business owners in both of these industries.  As a father of six, he is an expert in multi-tasking and maintaining meticulous attention to details, making sure his clients get the financing they need when they need it.

Click here to email or call 559-917-4042

Having financed more hotel purchases than any other lender in the Midwest, Bob is truly an expert with larger SBA loans. With his deep knowledge of all types of financing and enthusiasm for good service it’s no wonder that he has financed over $500 million in business loans in his banking career.

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Patrick’s love of sports spills over into his profession as an SBA lender for the last 23 years, specializing in insurance, medical, dental, veterinary and general businesses. He relentlessly pursues ways to build the best financing solutions for his clients, and believes in a team approach for each step so clients understand the process and ultimately close the loan quickly.

Click here to email or call 972-943-8121

Mark Twain once said, “thunder is impressive, but it is lightning that does the work.”  Scott has applied this philosophy to helping businesses, with an emphasis in the healthcare and insurance industries, secure financing for over 20 years so it’s not exactly surprising that he’s actually been struck by lightning! Thorough communication, accessibility, smart solutions, and a good dose of tenacity from application through closing are what Scott’s clients can expect from him. When he’s not working with clients, Scott enjoys boating, golfing, soccer, being a #girldad, and cheering on his Steelers!

Click here to email or call 843-754-5067

As a business owner and lender, Chad brings a unique perspective to the lending process, understanding the challenges that business owners face and providing valuable guidance throughout the lending process. With over 20 years of experience writing SBA loans, he specializes in providing customized financing solutions to insurance agencies, funeral homes, and e-commerce businesses. Chad has proven track record of knowing exactly what deals will get approved and provides valuable insights and guidance to business owners seeking to acquire existing businesses. Whether you're a small business owner or a seasoned entrepreneur seeking capital to fund your next venture, Chad Fondriest has the experience and expertise to help you achieve your goals.

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Rebecca’s lending experience is shaped by her multiple banking positions throughout her career, an interest in entrepreneurship, and a few unique adventures. Her 25+ years of experience as a SBA lender, private banker and in loan operations provides a strong understanding of how to get a deal closed, however, it’s her personal exposure to business ownership that brings an extra appreciation for the loan process and how it affects owners. Rebecca’s spirit of volunteerism and curiosity about entrepreneurs have presented her with opportunities such as being a “loaned executive” to the 1996 Olympic Games in Atlanta; training for and completing a marathon as a fundraiser for the Arthritis Foundation; and having a healthy obsession with Shark Tank!

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Though Shannon has jumped out of more than his share of moving airborne vehicles, his efforts on the ground are directed toward developing financing opportunities for the acquisition and succession of accounting firms. His years of experience in various lending areas, including special assets, provide a keen level of awareness to details in a deal and an advantage to knowing how to solve issues if they arise. Shannon was born and raised in Columbus, Ohio, but has since traded the state (but not the team, Go Bucks!) for the Carolina coast where he enjoys pickleball, boating, and other outdoor adventures with his family.

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Tyler is a world traveler, having been to places such as Iceland, Thailand, and parts of Europe. Each time he travels, he learns something new and experiences something different. The same can be said for how he approaches SBA lending. The knowledge and understanding Tyler has gained during almost a decade of SBA lending to various types of business allows him to be creative with deals to help get them passed the finish line. When he’s not helping businesses with financing, you’ll often find Tyler out and about enjoying live music.

Click here to email or call 801-719-4817