Live Oak  Bank

We are a dedicated team specializing in wine and craft beverage financing. We also support ancillary businesses in the craft beverages industry. We offer financing for expansion of existing facilities, refinancing of current debt, business succession, partner buy-outs, construction, equipment finance and working capital.

Founder - Wine & Craft Beverage Group

Wine Country Beef

Direct to consumer seasonal producer of grass fed beef in Sonoma County utilizing sustainable ranching practices.

Owner Wrangler

Bank of the West Premuim Wine Group

Provide banking services to the wine industry and related businesses.  Services include operating lines of credit, equipment financing, vineyard development, treasury management, foreign exchange and acquisition financing.

Vice President - Senior Relationship Manager

Comerica Bank

Senior Relationship Manager - Middle Market Lending Group with a focus on the wine industry

Vice President

Wells Fargo

Managed a private banking group that worked with wine industry owners to develop business succession plans and provide financing.

Senior Vice President  Regional Private Banking Manager

Vice President Commercial Banking

Founder and Senior Lender Live Oak Bank Beverage Group - Financing for Wineries, Breweries, Distillers and More!

My wine and craft beverage lending career started in St Helena with Napa Valley Bank. I have worked with wineries, breweries, distilleries and craft beverage producers throughout the United States. My experience spans the spectrum from small family operated businesses to publicly traded companies. 

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