About Us

We have a team of Commercial Financing Advisors, each with decades of experience.  This experience and a high level of enthusiasm to help people explain our ability to offer high-quality solutions to clients.


W. Karl Baker, CPA, has spent 30+ years serving a variety of businesses.

Karl has performed a wide array of consulting services, including lending consulting, accounting and management consulting.

Karl has been a frequent speaker across the United States throughout his career, speaking on topics such as strategic planning, new regulation implementation, and business planning.

Karl has extensive non-profit organization board leadership experience.  Currently, he is a member of the Board of Trustees and is Chair of the audit committee of the USS Constitution Museum in Charlestown, Massachusetts.

Additionally, Karl is a SCORE mentor, assisting business owners with various financial and financing issues.

You can reach him at [email protected].

Commercial Financing Advisor Team:

Lisa Dyer has spent decades in the banking industry, providing a variety of business and real estate financing.  Lisa has deep experience with business lending, such as SBA and USDA financings. She helps clients obtain business and real estate financings. You can reach her at [email protected].

Bill Vespa is an experienced lending professional and has held senior positions in debt capital markets and corporate lending with major US and international banks.  Bill is a problem solver and understands how to find solutions for his clients.  He has deep experience in complex financings and understands the market for business and real estate financings.  He provides exceptional customer service and helps clients obtain business and real estate financings. You can reach him at [email protected].