Client Focus
Privately held companies with revenues up to $300 million, commercial real estate developers, investors, brokers, and other professionals in the South Carolina market.
Trust, respect, and integrity come in so many forms and fashions. I want to enter a relationship with humility and grow along with my clients. I’ve worked with parents and now their children. I like being part of generational transitions and knowing that the projects I’ve financed benefit my clients’ businesses, families, and communities.
Experience
Nearly 25 years of experience in delivering traditional banking, private banking, commercial banking, and commercial real estate banking to clients across the Southeast.
Education
- Mercer University – Bachelor of Arts in Organizational Communication
- Cannon Financial Institute Trust School
- Stonier Graduate School of Banking
- Wharton Leadership Program
Affiliations
- Waccamaw Community Foundation Board, Director
- Leadership Charleston, Graduate
- All Saints Church of Pawleys Island, South Carolina, Member
Representative Transactions
- Several large multi-family construction projects, with construction to mini perm averaging $25MM for each loan, to a well-known institutional real estate developer in North Carolina, South Carolina and Florida
- $4.0MM loan for the acquisition and building upfit on a mixed-use development in Greenville, South Carolina
- $5.0MM guidance line of credit for a reputable construction company in South Carolina
- $7.0MM construction to permanent financing for a self-storage project in Charleston, South Carolina
- $2.0MM loan for the financing of an owner-occupied building in North Charleston, South Carolina
- $2.5MM medical office building in Lexington, South Carolina
- North Carolina
- Charlotte
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Raleigh
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Asheville
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Piedmont
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Western North Carolina
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Charlotte
- South Carolina
- Coastal
- Commercial & Business Banking
- Equipment Finance
- Greenville
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Coastal
- Tennessee
- Knoxville
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Tri-Cities
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Morristown
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Knoxville
- Virginia
- Roanoke
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Southwestern Virginia
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Roanoke