____________________________________________
As a boutique firm, each of us play several roles and mine tend to be directed at leading certain transaction efforts and supporting other team members with their engagements.
We’re actively working to bring four different engagements from LOI to closing before the end of the year — so as you can imagine, it’s a busy and exciting time for our team.
Picking my favorite ACG Orlando event is tough, but I suppose it's the Wine Tasting, partly because we sponsor it and partly because...I like wine! I joined ACG as a founding member, encouraged by the caliber of folks committing at that time. I was very active as a board member from the beginning, serving as Program Director (2x), Treasurer, Vice-President and President. Over the years, I’ve made many great friends through ACG.
That I was part-owner of two restaurants in Nashville, TN, before I got into banking in Orlando.
Be sure you're registered for DealMAX to start securing time with your top prospects and join 3,200+ dealmakers in Las Vegas on April 27-29, 2026.