Our Team

Principal

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

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Principal

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

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Principal

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

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Senior Advisor

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

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Director

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

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Director

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

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Director

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

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Director

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

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Director

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

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Director

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

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Director

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

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Director

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

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Director

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

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Vice President

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

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Vice President

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

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Senior Associate

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

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Analyst

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

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Analyst

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

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Administrator

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

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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…

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Director of 504 Loan Packaging

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

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Credit Associate

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

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Senior Credit Associate

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

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Credit Analyst

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

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Credit Analyst

Joseph Bergner is a credit analyst at Statesman Business Advisors. In this role, he packages small business loan…

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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…

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Administrator

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

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Senior Field Examiner

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

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Senior Field Examiner

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

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Senior Field Examiner

Debbie Hale is a bank examiner with Statesman Business Advisors. Prior to joining Statesman, Debbie served as the…

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Senior Field Examiner

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

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Senior Field Examiner

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

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