Though Shannon has jumped out of more than his share of moving airborne vehicles, his efforts on the ground are directed toward developing financing opportunities for the acquisition and succession of accounting firms. His years of experience in various lending areas, including special assets, provide a keen level of awareness to details in a deal and an advantage to knowing how to solve issues if they arise. Shannon was born and raised in Columbus, Ohio, but has since traded the state (but not the team, Go Bucks!) for the Carolina coast where he enjoys pickleball, boating, and other outdoor adventures with his family.
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Tyler is a world traveler and has visited places such as Iceland, Thailand, and parts of Europe. Each time he travels, he learns something new and experiences something different. The same can be said for how he approaches SBA lending. The knowledge and understanding Tyler has gained during almost a decade of SBA lending to various types of businesses allows him to be creative with deals to help get them past the finish line. When he’s not helping businesses with financing, you’ll often find Tyler out and about enjoying live music.
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Aaron believes in setting the right expectations up front with his clients and providing an open dialogue throughout the entire loan process. With 25 years of experience in commercial and SBA/USDA lending, Aaron’s strength continues to be his dedication to helping small businesses grow and thrive.
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Weston has never met a stranger. He enjoys meeting new people and developing relationships, which has served him well, as he has worked in different roles within SBA lending across various industries. As a collegiate soccer player and a longtime fan of the sport (Chelsea FC), Weston also knows a thing or two about goals. Just as the key to success in soccer is scoring goals, the key to a successful business is reaching goals, and he’s here to assist in financing goals.
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Brian Holt is resilient. He’s completed two 50-mile marathons in the Sierra Nevada Mountains. He has spent 25 years in the banking and lending business, with experience in both SBA and commercial lending, enabling him to approach deals from a different perspective. Brian has also weathered the ups and downs of being a lifelong Boston sports fan. He is also a Girl Dad who gets up before dawn, and his wife is the morning meteorologist for a local TV station.
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Using his previous experience in the hospitality industry and as a business owner, Mitch Jones can strike up conversations and relate to just about anyone. Now, as a lender for the past seven years, he uses this skill to quickly understand borrower's needs and develop the personal connection to accomplish their goals. Mitch is a native of Kansas City, a proud dad of four boys, and an avid Chiefs and Royals fan. His love of the Chiefs provided an assist with another love. He proposed on the 50-yard line at Arrowhead Stadium during a game! (Lucky for him, his wife is also a Chiefs fan and said yes.)
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As a business lender for over 25 years, Joel’s prior experiences, preparedness, and genuine, easy-going approach help him quickly gain rapport with his clients. United Midwest’s extensive SBA knowledge and experience, coupled with the sense of team, complemented Joel’s game plan, which isn’t surprising from a former college quarterback. Joel’s wife and two sons are also very active, and all are, of course, a football family.
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Daniel has had many roles in the SBA lending space, including closer, underwriter, and lender roles. This variety of experiences provides him with a deep understanding of SBA lending, allowing him to genuinely dive in with a borrower and find ways to utilize the SBA program to suit his individual needs. Daniel primarily lends to the accounting and tax industry, but as a previous closer and underwriter, his background provides the knowledge to work with various industries. As a North Carolina native, Daniel enjoys partaking in both the mountains and the coast; plus, as an East Carolina alumni, he bleeds purple and gold!
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Two things that her clients can count on when working with Dolores are her energy and knowledge of both business acquisitions and SBA/USDA lending. Dolores believes it’s vital to listen carefully to the client’s needs and then structure the financing to fit those needs. Similar to her love of baking and cooking, she believes the right ingredients make the right business loan.
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