Thank you Bradford Bach from Titan Technologies for introducing me to 3 clients (a CPA, dentist, chiropractor) for their business lending needs.

I would like to thank Ramon Grijalva, Business Broker from Venture Investors, for referring me last week a client who needs a SBA loan for his second location.

My deepest gratitude to Stuart Greenberg, from Infinity Capital Funding, LLC. Few weeks ago, Stuart made an introduction which led to a 13.5 million SBA 504 loan for a cardiac surgeon purchasing a clinic and an urgent care.

I met Daniel Leathers, MBA, US BANK, Branch Manager | Marina Del Rey at the November Westwood meeting, Singer Lewak. We had a follow up phone conversation where we shared our utmost care for our clients’ financial health. Since then, Daniel has helped me with 3 different clients, from a small amount (50k) to the most recent one, 4 millions. Whether is for the small or the bigger one, he brought the same attention and sense of urgency no matter the size of the loan. Daniel really walks the walk and talks the talk. Daniel, I commend you for your promptness in responding with accurate feedback thus delivering fast the best options for the client.

Tim Wilson from Wells Fargo Bank, Business Development Officer, Orange County, came as a guest a month ago at the All Cities meeting at Squar, Milner, Peterson, Miranda & Williamson, LLP in Newport Beach. After the meeting, we chatted 5-10mn and he wanted me to take a look at a file he was working on. One of his clients was purchasing a new business and Wells required a 35% down payment for the acquisition. Tim wanted to know if I could finance his client with a lower down payment. Long story short, I reached out to my resources and could provide financing with a 20% down payment.

I want to thank Nelinia Varenas CEO & Founder of Breakthrough SEO Marketing for introducing me to 2 separate clients looking for an SBA loan. Thanks again Nelinia for trusting my team and I to fulfill your clients organic growth thus coming up with sustainable loan options.

I want to thank Andy Tomat, CFO at Four Pillars, Inc. for trusting me with a sizeable loan for one of his clients. Andy has produced a thorough financial portfolio making my work quite easy. I really commend Andy for his financial analytical skills. Addition to that, he's an excellent communicator which helps tremendously to get things done right.

I want to THANK Lorraine Jones from Option Funding Inc, she’s a reverse mortgage consultant. Lorraine referred me a client last week she couldn’t finance. She went out of her way to find the best option to help the client and it just so happen that I can provide a solution. Thank you Lorraine, this is one of my best deals and your clients are lucky to have you because you just don’t stop at what you can do, rather, you reach out to your resources to provide them with a solution to their problems. You are a miracle worker. I Thank you very much!!!

I wanted to thank Stuart Burlingham, Director Business Development, www.SourceHovTax.com Stuart helps companies of all sizes and across many industries meet the federal government’s test for innovation and qualify to claim research and development (R&D) tax credits. Stuart introduced us at the office to one of his client who needed few loans in order to grow his two businesses. Thank you so much Stuart for the warm hand off and for trusting us in handling your client’s business loans.

Michael Homeier introduced me to several immigration attorneys for a friend. He was thorough, professional and timely. Thanks for the referral and the introductions.