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About

Our Story

After spending over 20 years in the commercial banking space on the credit underwriting side of the business, we have established a deep appreciation for the success stories of small business owners that start from an idea. It is also rewarding to help those owners achieve their success and watch them flourish. 

We were formed to help navigate the complex world of dealing with your financial institution to make sure you have everything you need and are not overpaying for those services you have. Let us help create tailor made recommendations for you to see if there is a better banking fit for you and your business.

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