Craft Financial Solutions

Craft Financial Solutions "Crafted" financial solutions for small businesses

03/12/2026

These past several years, building Craft Financial has been an incredibly rewarding journey. Through Craft, I had the privilege of supporting businesses with fractional CFO services, strategic consulting, and payment solutions, while also staying actively engaged in civic leadership and community organizations that support the growth and well-being of Central Florida. I’m deeply grateful for the relationships that have come from that work.

Over the last several months, through a consulting engagement with Craft Financial, I’ve been working closely with Portrait Bank to support their capital fundraising efforts and organizational build-out as they prepare to launch a new bank in right here in Central Florida. It has been exciting to help lay the foundation for what will be a truly relationship-focused community bank.

I’m excited to announce that I’ll be transitioning into full-time role with Portrait Bank when they open later this year, where I'll serve as an SVP – Commercial Relationship Manager, helping lead the growth of the bank’s commercial lending and deposit relationships.

This opportunity to start and build a bank from the ground up, brings together my passion for community banking, civic leadership, and helping businesses grow, all right here in Central Florida.

I'm also excited to say that the payment processing services offered through Craft Financial will be brought under the Portrait Bank platform over the next couple of months. There will be no service interruptions or changes for existing clients and partners. I’m incredibly proud of what I've built at Craft Financial, thankful to everyone who has supported that journey, and looking forward to this next chapter, serving clients and our community in an expanded capacity.

More exciting news to come...

💳 Business owners — quick heads up.Many credit card processing companies roll out fee increases after the new year, and ...
01/02/2026

💳 Business owners — quick heads up.

Many credit card processing companies roll out fee increases after the new year, and they often show up quietly on your statement.

Look for:
• Higher transaction fees
• New or increased monthly charges
• Extra “network” or assessment fees

Even small increases can add up fast. Reviewing your early-year statements now can help you spot changes and avoid overpaying throughout the year.

👉 If you have questions or want a quick review, feel free to reach out. Happy to help.

HUGE congratulations to all the businesses and non-profits honored today at the Seminole County Chamber annual Business ...
08/28/2025

HUGE congratulations to all the businesses and non-profits honored today at the Seminole County Chamber annual Business Stars awards luncheon. And a special thank you to A&G Marketing Group by Proforma for sponsoring and inviting us to sit at your table.

Come out this afternoon to the Seminole County Chamber Business Resource Fair.  Lots of great resources for small and me...
08/20/2025

Come out this afternoon to the Seminole County Chamber Business Resource Fair. Lots of great resources for small and medium sized businesses. Seminole State College - Heathrow Campus from 4-6pm. The event is free but you’ll need to register. If you’re attending, stop by our table and say hello.

Come join the Economic Development Committee, representatives from various business support agencies, as well as the county, and cities! They will be available to discuss what they can do to help businesses in the region.

Come visit our table at the upcoming Business Resource Fair and learn more about our small business offerings including ...
08/06/2025

Come visit our table at the upcoming Business Resource Fair and learn more about our small business offerings including credit card and payment processing (special savings for Seminole County Chamber members), fractional CFO consulting services and our unique funding solutions.

We recently helped a business realize over $100k in savings on their credit card and payment processing and helped another business save over $600k in interest on their partner buyout loan.

🔍 Looking for business resources and connections?
Don’t miss the 2025 Business Resource Fair!
Meet city leaders, business support groups, and experts ready to help your business grow.
📍 Seminole State College – Heathrow Campus
🗓️ Wednesday, August 20
🕓 4:00 – 6:00 PM | 📌 1st Floor Lobby
🎟️ Free to attend – Register in advance or at the door!
✅ Featuring SBA, SCORE, GrowFL, Prospera, and more
🍽️ Free food + powerful networking
👏 Thanks to our amazing sponsors:
Duke Energy, OCTANIUM, Central Florida Tourism Oversight District Craft Financial Solutions
🙏 thank you for the food provided by Torchy's Tacos Altamonte Springs , Nothing Bundt Cakes and Bronx House Pizza
👉 Register here: https://business.seminolebusiness.org/events/details/business-resource-fair-36849

We recently facilitated a $4.1 million partner buyout loan for a client, ensuring a seamless process despite the tight t...
07/13/2025

We recently facilitated a $4.1 million partner buyout loan for a client, ensuring a seamless process despite the tight time frame. Initially working with a national loan broker, the client was referred to us by a longstanding client and friend. Leveraging our extensive banking network, we swiftly collaborated with a local bank to secure a financing package with significantly improved rates and terms, ultimately saving the client over $500K in interest over the loan's duration.

For small business owners seeking optimal financing solutions, our expertise extends across Colorado and Florida, although we have successfully navigated transactions nationwide. As a fractional CFO consultant, we stand alongside business owners, dedicated to identifying and securing the most advantageous deals.

It's that time again. The walk is happening this October (provided it's not postponed by a hurricane LOL).  Please help ...
06/25/2025

It's that time again. The walk is happening this October (provided it's not postponed by a hurricane LOL). Please help Genessa and I support this awesome cause. Money raised helps support the Down Syndrome Association of Central Florida, who's is mission to change what's possible for people with Downs syndrome through programing, resources and advocacy.

Welcome to our team page for the Step Up Walk! We are thrilled to be a part of this meaningful event supporting individuals with Down syndrome and their families. Our team is made up of dedicated individuals who are passionate about making a difference in our community.

06/18/2025

For the past 7 years I've had the pleasure to serve on the board of the Left Hand Brewing Company Foundation. With my relocation to Florida, and other new board commitments (more to come in a future post), I'll be stepping off the board soon. So many memories, but my favorites are Hops &...

06/04/2025

If you're overwhelmed with meetings on your calendar and are not using Calendly you're missing out. (Not a paid advertisement). It eliminates all the back and forth and makes scheduling super easy. And they have some great free plans (still on a free plan myself). It's made my life so much simpler.

Ribbon Cutting for Pisco Peruvian Gastrobar at their new location in Lake Mary, FL with Seminole County Chamber.   Check...
04/22/2025

Ribbon Cutting for Pisco Peruvian Gastrobar at their new location in Lake Mary, FL with Seminole County Chamber. Check this place out!! The menu and food are amazing!

Such a great time yesterday at the Central Florida Zoo & Botanical Gardens golf tournament.  A special thank you to Mort...
04/22/2025

Such a great time yesterday at the Central Florida Zoo & Botanical Gardens golf tournament. A special thank you to Morton Construction Company for sponsoring.

Address

PO Box 951482
Lake Mary, FL
32795

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