The Loan Guy

30 Years of Finance Expertise

As a lifelong lender and finance leader for the past 30 years. I’ve worked with thousands of clients; assisting individuals, families, and business owners with their financial needs and helping their businesses and portfolios grow.  I’ve been formally trained and certified in lending decision process and been certified as a wealth strategist and in family office wealth.  I’m a member of the American Finance Association and Financial Management Association and former Finance Committee member for the United Way.  It is my life’s work to partner with clients and help them achieve their financial goals.

About me

Most financial stress does not stem from a lack of income. It stems from a lack of clear financial architecture.

For over 30 years, I have worked across consumer & business finance, mortgage & loan structuring, and wealth literacy. What became glaringly obvious was that high-performing professionals, entrepreneurs, and everyday families are forced to navigate complex economic decisions without an accessible playbook.

That realization led to the founding of Eriounios (you can call us Eri) and my forthcoming book, “The Other Half – Finance Lessons Everyone Should Know”.

My mission is straightforward: demystify business and consumer finance, turn financial literacy into a workplace competitive advantage, and equip individuals with the tactical know-how to build generational stability.

What I Do

KEYNOTE SPEAKING & CORPORATE WORKSHOPS

Dynamic, high-impact keynote presentations for corporate teams, associations, and leadership summits

AUTHOR & THOUGHT LEADERSHIP

Author of “The Other Half – Finance Lessons Everyone Should Know”, practical frameworks to shift your financial mindset and execute tactical wealth planning.

LOAN OFFICER NMLS ID: 221751(Loan Factory NMLS ID: 320841)

Helping homebuyers secure optimal financing. We dare you to compare.

COMMERCIAL LOAN OFFICER (EquityNest Capital)

Helping investors and business owners find the best yes with a structure and terms to fit the project and your bigger vision.