The Right
Loan at the
Right Time

for Your Business.

Business Owner? Building Owner? Buying or Refinancing? We have the right loan products to facilitate your purchase or refinance.

Let’s Talk!

Allow us to learn about your business and your loan needs. To get from Point A to Point B, there may be numerous routes to get you there. We will lay out the best options for you.

SBA and Conventional Loans

We’ll help you navigate the various loan types and help determine the best loan for your particular situation.

Owner-Occupied, Commercial
Real Estate Loans

Know your loan product options and get prequalified so you’re prepared to make that offer!

Brokers and Business Consultants

For your clients, our products will help you close your deals!


Your needs and challenges are unique. Tell me your story and we’ll determine what’s best for you and your business, and get you on the road to success!


We’ll prepare all the items needed for your loan. And we’ll be there every step of the way through the process so your expectations are managed.


From the submission of your loan, to credit underwriting, to the funding stage, you’ll know what’s happening every step of the way!

Ready to Have a Conversation?

Download my easy-to-use checklist to help you identify and collect all the documents you may need!

Dana has always been passionate about helping people achieve their dreams. With over 15 years in the banking and loan arenas, she’s taken great pride in being able to help countless businesses expand and grow. 

From her early days as a Business Banking Officer at Citibank to Business Development Officer for The Bancorp Inc., Dana works tirelessly to ensure that her clients have the best loan products available to them. 

A Licensed Real Estate Agent in Pennsylvania, Dana uses her real estate expertise and experience combined with her financial knowledge, to create a winning combination for her clients and their businesses, whether they’re owners, investors or brokers. 

She lives in Philadelphia with her husband and enjoys spending her time with family, friends and dog Bluey.

Our Clients Say It Best!

We’re Here To Help!

If you’re looking for a loan for your business or for a real estate purchase or refi, I can help!

Fill out this form or call me at 215-459-7366. I’ll get in touch within 24 hours!

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