Skopos means purpose.

Humanized finance for purpose-driven businesses


Before starting Skopos, I worked with hundreds of business owners to navigate their expansion projects, leases, and loans, as well as handling a national recession, blackouts, hurricanes and, most recently, the pandemic. I spent seven years as an SBA underwriter where I declined too many loan requests from hard-working businesses. I’d spend time explaining why their loan request was declined, but still felt like I was part of a system that was keeping them down. If they only knew what I knew—how to properly prepare for and present a request for financing—their outcomes might have been different. 


So I set out to share my knowledge. I launched Skopos in 2016 with a mission to engage more business owners and encourage financial literacy. In a world that heavily favors large corporations, Skopos is committed to empowering community-based businesses to achieve their financial goals, starting with understanding the numbers, creating effective strategies, and preparing for the right kind of capital opportunities. 


What I do at Skopos—purpose, in Greek—is not a job, but a joy.  I love how small businesses reflect an entrepreneurial spirit, give essential character to communities, and offer a unique pathway to prosperity. 

Now that you’ve found us, let’s connect so we can get your numbers to work!

Our Values


Humanized finance.

We meet you where you are in your numbers journey, and create a welcoming space for your curiosity to flourish into knowledge.


Critical problem solving.

Every business is unique, so our work is never one-size-fits all. We ask the right questions and provide solutions that meet you where you are.


Diversity is power.

Embracing diverse cultural, racial and progressive business networks is core to our DNA, and curiosity guides us in expanding our perspectives.


Social justice matters.

We envision a world where everyone has equal access to social, financial and educational networks. We share resources with underserved entrepreneurs that provide pathways to economic opportunity.


Go beyond profit.

Skopos champions values-based businesses that go beyond profit metrics and operate in an impactful way for the greater good.

Here’s a peek into what it’s like to work with us


First, we need to hear from you! Fill out our Contact Form. Tell us about your business and how we can help you achieve your goals.


We schedule a consultation so we can clarify your goals and get to know each other.


If we’re a good fit for each other, we’ll put together a tailored proposal for your review.


We kick off with our Onboarding process to collect the info we need to get started.


We put your numbers to work!

Got questions? Contact me here to chat.