I am a full-time professional business plan writer that helps entrepreneurs by creating and delivering amazing business plans.

I began working in the investment banking business in 1988, working for Oppenheimer & Co., and the late Lehman Brothers, where I became one of the youngest and most successful Vice Presidents in the firm’s history (100+ year-old-firm). I have completed all four levels of the prestigious Prudential Securities Retirement Trust Services Accreditation (RTS1-RTS4), a two to four year program sponsored by the Wharton School of Business, and taught by Wharton professors. I also hold a Bachelor of Business Administration (BBA) degree from The University of Houston (1991) with a concentration in Finance from the Melcher/Bauer School of business (often ranked as one of the Top 20 business schools in the U.S. by Business Week and other national publications).

Work Terms

I am almost always available anytime via telephone and email. Clients receive a professional business plan that includes 15-25 major sections of narrative, market research and 3-yr or 5-yr financial projections. We also provide a complimentary 30-day, post-delivery, unlimited revisions window in which we make any and all changes/updates requested by client to ensure 100% client satisfaction.