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As a Bank Examiner, I gained an excellent understanding of bank operations, credit administration practices, and the unique rules and regulations made applicable to these institutions. After retiring from the Banking Department, I began working for a Houston based accounting firm and did consulting work for the firm’s significant list of banking clients. Overall, I have 39 years of experience working with banks, bankers and other financial institutions.
Our mission is to provide high-quality services to institutions that are committed to making a difference.
Bankers are like lion tamers in a circus. However, instead of working with lions, bankers work with risk. And, like the lion tamer, if the banker is inexperienced in what he/she is doing, they could easily get mauled. But a skilled banker, working with the right service provider, can feel safe operating in an environment that is never risk-free.