One point of contact
You speak directly with the person reviewing your situation and coordinating your financing options.
Experienced lending guidance. One-on-one.
Business financing, with someone in your corner.
I help business owners navigate financing, understand their options, and connect with lenders that fit. You work directly with me—from the first conversation through the lending process.
1,000+Funded loans personally helped secure
7 yearsPersonal lending experience
Direct accessWork with me, not a call center
These figures reflect my individual experience working with business owners throughout my career, prior to founding Phoenix Advisory.
Why Phoenix Advisory
Experience matters. So does who picks up the phone.
I have personally helped business owners secure funding for more than 1,000 loans over seven years working in lending. Now I bring that experience and direct, one-on-one attention to Phoenix Advisory.
Lenders have different criteria
A decline from one lender isn't necessarily the end. I look at the details and consider where your deal may fit.
Clear answers
I'll tell you what looks realistic, what may be difficult, and what could improve your position.
What I can help with
Financing that fits your business.
Whether you’re buying a business, planning an expansion, or looking for working capital, we’ll start with what your business actually needs.
SBA Loans
Explore SBA financing for acquisitions, expansion, working capital, and other eligible needs.
Term Loans
Financing for business growth, equipment, expansion, and other long-term needs.
Lines of Credit
Flexible access to capital when your business needs it, subject to lender approval.
Credit & Loan Readiness
Not ready to apply? Understand what lenders look for and what you can improve.
How it works
A clear process, from the first call.
We talk through your business
I learn what you need, review the numbers, and assess where you stand.
I identify realistic options
I explain which lenders and financing structures may fit—and why.
We move forward together
With your approval, I coordinate the application with a lender that fits your situation.
No broker fee to you. Full transparency.
I don't charge business owners a broker fee for securing a loan. When a loan funds, I'm paid directly by the lender. I'll explain your options, the financing terms, and any lender or third-party fees upfront, with clear communication every step of the way.
Been turned down before?
A decline from one lender does not mean every lender will say no. I can review what happened and explore other possibilities.
Not qualified today?
I will explain the gaps and help you understand what could strengthen a future application.
Coming soon
Business Consulting.
Separate, fee-based advisory services are planned. Business financing assistance remains available without a Phoenix Advisory loan broker fee.
Start with a conversation
Let’s see what’s possible.
Tell me what you’re working toward. I’ll review your situation, explain the options worth considering, and give you a straightforward next step.