We're a team of problem solving, obstacle overcoming, hurdle hopping experts with an eye for opportunity and a predilection for profit.
No really...SBA is a highly experienced team that's ready to work for you.
Meet the Team
Alan Tuchmann is a licensed financial advisor, specializing in business planning and a licensed independent insurance agent specializing in business protection. He is committed to helping his clients achieve financial security by taking the time to get to know them and their objectives.
Many individuals and organizations struggle to prepare for their future without knowing exactly what is needed. Working together, Alan can help you identify your financial goals and objectives and present financial solutions that can help to secure your future. Whether its investing, long term care, education funding, business planning, or retirement solutions, Alan can help.
His clients receive financial solutions directed toward meeting their needs and achieving their financial security. They also experience the confidence that comes from working with a professional who helps to protect you through life´s unexpected turns.
Specialties: Business planning, business and personal protection, business tax strategies.
Mark specializes in group benefits; including health, dental, disability, life and voluntary products. Having owned a number of his own businesses, combined with over 12 years of experience in the benefits industry, Mark can provide solutions and the technology to ensure your business is both compliant and is maximizing its dollars used on benefits.
Chris Walker is currently a partner and acting 'Director of Finance and Business Development' for Practice Advisors 360, a small business finance and healthcare advisory group based out of Metro Boston and Piano, TX. Chris has been directly involved in SBA financing and business development since starting his own company, The Applegate Group, in 1998. In 2008 Chris founded MD-Capital to specifically consult and strategize exclusively for medical professionals and the healthcare, dental and veterinary industries.
Through the years, Chris has consulted on, represented and placed in excess of 350 million dollars in Small Business Finance platforms and Private Equity Capital raises with both major and regional business banking groups such as Northeast Bank, Bank of America, CT Innovations, CT Investment Corp., JP Morgan Chase, Citizens Bank, ION Bank, Wells Fargo, Fifth Third Bancorp, US Bank and CIT.
Joseph E. Fournier
Joseph E. Fournier is an Attorney and CPA and the founder of Fournier Legal Services, LLC, a general practice law firm based in New Haven, CT, that provides business and estate planning legal services to businesses and individuals throughout the U.S.
Fournier Legal Services provides a broad range of business-related legal and consulting services. Some of Joe’s professional experience includes:
- Accountant and Tax Consultant in the Boston office of Pricewaterhouse Coopers
- General Counsel for one of the nation’s largest medical records management companies
- Managing Attorney for one of the nation’s leading high volume personal injury law firms
- Founder of his own general practice law firm that focuses on Business and Estate/Tax Planning
Over 29 years as Executive Vice President of Credit and Operations.
Experienced innovative strategic leader with executive management experience, and corporate management oversight. Proven track record creating revenue streams through innovation and technology in areas of Consumer Credit, Legal, Billing, and Collections. Highly skilled at all aspects of Operations and Logistics, driving results and revenue to the bottom line.