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Our offices will be closed on Monday, November 11, 2024 in observance of Veterans Day. We will reopen for business on Tuesday, November 12, 2024. Your accounts are available 24/7 using our online banking, mobile app or ATMs.
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Bob Bruno

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.

Click here to email or call 216-403-7899

Hospitality, General Industry
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Patrick Burns

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

Insurance Agencies, Medical, Veterinary, Dental, General Industry
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Scott Fanelli

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

Medical, Dental, Optometry, Veterinary, Insurance Agencies, General Industry
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Chad Fondriest

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.

Click here to email or call 614-205-7600

Insurance Agencies, Funeral Homes, Independent Pharmacies, General Industry
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Shannon Hay

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.

Click here to email or call 614-648-9199

Accounting Firms, General Industry
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Tyler Hegemann

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

General Industry
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Aaron Hodgkins

Aaron believes in setting the right expectations up front with his clients and providing an open dialogue throughout the entire loan process. With 25 years of experience in commercial and SBA/USDA lending, Aaron’s strength continues to be his dedication to helping small businesses grow and thrive.

Click here to email or call 916-402-9577

Hospitality, Medical, Veterinary, Insurance Agencies, General Industry
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Weston Holley

Weston has never met a stranger. He enjoys meeting new people and developing relationships, which has served him well working in different roles within SBA lending across various industries. As a collegiate soccer player and a longtime fan of the sport (Chelsea FC), Weston also knows a thing or two about goals. Just as the key to success in soccer is scoring goals, the key to a successful business is reaching goals, and he’s here with the assist for financing goals.

Click here to email or call 910-470-7701

Accounting Firms, General Industry