CURRENT -  Director of Finance & Business Development -  Bois Forte Development Corporation / Fortune Bay Resort Casino

Manage the financial operations of Fortune Bay Resort Casino on beautiful Lake Vermilion in Northeastern Minnesota.

Oversee the operations  of Bois Forte Development Corporation businesses including the Y Store Convenience Store & Liquor Store; the Nett Lake C-Store and WELY Radio Station. Review the performance of each business and develop and implement strategies to continue the business success.

Seek, examine and recommend business opportunities that will complement the current businesses and meet the goals of Bois Forte Development Corporation.


Professional Business Consultant - UMD Center for Economic Development/NE MN Small Business Development Center

Develop financial budgets and projections to help companies plan, prepare, and position themselves for success and to determine the feasibility of their plans.

Conduct periodic financial reviews to compare actual results to budgeted numbers and identify tactics to manage discrepancies or update the budget.

Perform detailed financial analysis on company financial statements using ratios, trend analysis and benchmarking to identify issues and opportunities.  Then, using this analysis developing strategies to improve areas of weakness and capitalize on areas of strength.

Aid companies in strategic planning including visioning, goal setting, and short and long-range planning.

Analyze market trends, customers, and competitors and assist companies in developing a marketing plan and advertising strategies.

Financial Advisor - PrimeVest Financial Services, Inc. & InterSecurities, Inc.

Prepare & present financial plans using the financial planning process.

Make investment recommendations using Stocks, Bonds, Mutual Funds, Annuities & College Savings Plans.

Make insurance recommendations using Life, Health, Disability & Long-Term Care Insurance.

Prepare and present seminars on various financial topics to clients, prospects, employees, and business contacts.

Work with business owners on business planning, employee benefits, succession planning & business valuation.

Business Banker - Wells Fargo Bank

Analyze company financial statements using cash flow analysis, ratio analysis and profitability projections.

Make lending recommendations that are appropriate based on the company's financial situation.

Complete periodic reviews of business clients' financial status (annual, semi-annual or quarterly).

Review companies financial needs and work with appropriate bank partners to meet these needs.