Our Team

Principal

Will Jaco has over 35 years of banking and corporate finance experience and is President of the firm…

View Bio
Principal

Walter Tomlinson joined Statesman as a Principal in 1998 and has over 22 years of experience in middle-market…

View Bio
Principal

Scott Actkinson is a co-founder of Statesman and Director of the firm’s Due Diligence and Debt Placement…

View Bio
Senior Advisor

David Sargent is Statesman’s Senior Advisor of Mergers & Acquisitions. David assists clients in effecting mergers, acquisitions…

View Bio
Senior Advisor

Sid Shaver is Statesman’s Senior Advisor of Mergers & Acquisitions. Sid has substantial experience providing investment banking…

View Bio
Director

Larry Schumann is a Director of the Austin, Texas office of Statesman Corporate Finance. In this role, Larry serves the…

View Bio
Director

Phillip Wilhite serves as a Director of the Austin office of Statesman Corporate Finance. Phillip uses…

View Bio
Director

Erik Konicki joined Statesman as a Director in 2016 and has over 20 years of financial experience…

View Bio
Director

Jim Briggs joined Statesman in 2016 as Director of Mergers & Acquisitions. He has 15 years of…

View Bio
Director

Gary Cannon performs both Business Valuation and Merger & Acquisition advisory services on behalf of the firm…

View Bio
Director

Mark Vance joined Statesman in 2018 as a Director. Mark is part of a new initiative by Statesman…

View Bio
Director

Peter Chiu is Director of Mergers and Acquisitions in the Investment Banking Group. Pete has been with Statesman for…

View Bio
Director

Jessica Seff joined Statesman in 2018 as Vice President of Mergers & Acquisitions. She brings more than…

View Bio
Director

David Carrasco serves as an Investment Banking Director at Statesman. He previously served as a Managing…

View Bio
Vice President

Sarah Dibbern joined Statesman in 2021 as Vice President of Mergers & Acquisitions. She brings more than 9 years…

View Bio
Vice President

Philip Rodriguez serves as an Investment Banking Vice President at Statesman. Philip assists in the overall…

View Bio
Vice President

Nathan Hurst is an Investment Banking Vice President at Statesman. In this role, Nathan is responsible for…

View Bio
Senior Associate

Anna Talarico is an Investment Banking Senior Associate at Statesman. In this role, Anna is responsible for…

View Bio
Analyst

Kailen Kershner joined Statesman in 2021 as an Analyst of Mergers & Acquisitions. Kailen assists…

View Bio
Analyst

Sam Cancienne joined Statesman in 2022 as an Analyst of Mergers & Acquisitions. Sam assists…

View Bio
Administrator

Mary Longshore has been with Statesman since 1999. She is responsible for scheduling all field examinations and…

View Bio

Small Business Financing

Director of SBA Loan Packaging

Susan George serves as Vice President of Lender Services at Statesman Business Advisors.  She joined Statesman in…

View Bio
Director of 504 Loan Packaging

Sheila Gibbs is the SBA 504 Program Manager at Statesman Business Advisors.  Sheila works with Certified Development…

View Bio
Credit Associate

Lubna Fazal has been with Statesman Business Advidors, LLC since 2014.  Lubna currently works as a Credit Analyst in the…

View Bio
Senior Credit Associate

Cade Cyr is the 504 / 7(a) SBA Underwriter at Statesman Business Advisors. In this role, he ensures loan applications adhere…

View Bio
Credit Analyst

Marvin Hernandez is a Credit Analyst at Statesman Business Advisors. In this role, he provides analytical techniques to…

View Bio

Financial Due Diligence

Karla Fusto Color
Vice President, Field Exam Manager

Karla Fusto joined Statesman in 2009. She has over eleven years of experience in the banking industry…

View Bio
Administrator

Mary Longshore has been with Statesman since 1999. She is responsible for scheduling all field examinations and…

View Bio
Senior Field Examiner

Kristi Carpenter has been a field examiner for Statesman since 2008. She has over ten years of experience in accounting…

View Bio
Senior Field Examiner

Robert Valdivia is a Senior Field Examiner with fifteen years experience at Statesman Business Advisors. In this role, Bob serves…

View Bio
Senior Field Examiner

Gary Reding is a bank examiner with Statesman Business Advisors. Gary joined Statesman in 2022, and brings over…

View Bio
Senior Field Examiner

Austin Kershaw joined Statesman in 2014. He has over seven years of commercial banking experience from small businesses…

View Bio
Senior Field Examiner

Jason Jones joined Statesman in 2019.  He has over four years of extensive field exam experience, most recently with a…

View Bio
Field Examiner

Daniel Zerai joined Statesman in 2023.  He has over 20 years of accounting and finance experience…

View Bio