Articles

Meet Dwayne Lee, US Bank

I have years of experience in working with small businesses and commercial real estate. My family owned a small business and I have also been the underwriter on the other side making the decision. I developed a team of resources from brokers, attorneys to CPAs and financial advisors. I pride myself in being a resource and trusted advisor for small businesses. As a son of an entrepreneur, I understand the impact of the day to day operations. With my knowledge in the industry and experience in business underwriting, I assure you it would be beneficial for us to sit down and discuss next steps in your business and where I could add value to you, your business and your future.

Professional Experience

  • 24 years of financial industry experience from teller, sr. underwriter, management, lending, depository, treasury management, sba sr. underwriter and relationship management.
  • extensively involved in owner occupied, investment real estate and strip mall financing.
  • Served as lead underwriter and approver sba lending
  • Historically $10MM in approval authority
  • Recent transaction volume exceeds $9 Million in real estate lending in 2016.

 

Professional Associations & affiliations

  • Central Ohio Minority Transportation since 2016.
  •  Active member of Central Ohio Business Builders since 2016.
  • Active member in Nawbo where I serve on Communication Board.
  • Active participant Small Business Development Office.

Meet Kathleen E. Lach, Lach Wealth Management

Tell us about your company:

My team and I are dedicated to providing comprehensive advice that protects wealth and fosters growth while addressing the unique priorities and values of each client.

What motivated your organization to get involved with NAWBO?

Friends of mine who were active in the leadership of NAWBO invited me to a few meetings. There was an opportunity to lead the Program Committee which offered me a Board position. I've enjoyed every minute of my involvement and the new friends I've made. I support NAWBO financially now to help ensure that women business owners have the resources they need for growth and sustainability. NAWBO provides those resources.

What does your company offer NAWBO members and why is this important to them?

My practice focuses on the management of investments, lending, insurance and wealth transfer to the next generation or charity. My clients who are Business Owners need support on this type of planning. They find it difficult to focus on their own goals while they're running their operation and taking care of their clients and workforce.

What is the one best practice you've learned from working with businesses in your company that our members should know? 

Leverage your friendships for feedback and connections to help you get to your business goals. NAWBO is a sisterhood and allows you to have more of those important friends.

Meet Aflac

Tell us about your company:

Aflac pays you cash benefits to use as you see fit. You can use your Aflac benefit check to help pay for groceries, child care, rent...it’s totally up to you. Aflac is affordable. We have a range of products that fit most budgets. Aflac can provide you and your family coverage and security to maintain your everyday life in case of illness or injury. And, Aflac rates don’t go up when you file a claim. Aflac is an extra measure of financial protection. When you’re sick or hurt, Aflac pays cash benefits to help you and your family with unexpected expenses. The benefits are pre-determined and paid regardless of any other insurance you have. Aflac goes with you when you change jobs. When you have an Aflac policy - it’s yours. You own it. Even if you change jobs or retire, you can take your Aflac policy with you. Aflac processes claims quickly - usually within 4 days. Filing a claim with Aflac is never a ’wait and see.’ Claims are usually processed within 4 days. Our forms are also easy to complete. So while you’re focusing on your health, we focus on getting you a check. Aflac pays you benefits even when you’re healthy. We want you to be healthy - that’s why we promote preventative care. Get a routine physical, a mammogram, or an eye exam and we’ll pay you*. It’s that simple. *Benefits may not be available in all states

What motivated your organization to get involved with NAWBO?

My organization got involved with NAWBO because of their work with women initiatives in advancing woman owned businesses toward economic, political , and social achievement.

What does your company offer NAWBO members and why is this important to them?

At Aflac, we understand that running a small business is a 24/7 job. Staying on top of trends and insights in the changing health care benefits landscape can be overwhelming for many employers, but having valuable resources and information at their fingertips, such as those provided on the new Small Business Hub, can help put small-business owners' minds at ease.

The launch of the Small Business Hub resulted from the 2016 Small Business Happiness Report – both designed to serve as resources for small-business owners looking for insight to better support their employees and manage their business.

Created as a destination for employers, with a focus on small business, the newly designed Aflac Small Business Hub aggregates insights and resources small-business owners seek to help them with their benefits decisions. This includes references and tools to understand Health Care Reform legislation, the benefits of choosing the right insurance partner, how to retaintop talent, and more. The hub, available at aflac.com/smallbusiness, provides employers with important information they need in a manner that is engaging, quick to find and easy to digest all in one place provided by an industry expert.

What is the one best practice you've learned from working with businesses in your company that our members should know? 

The best practice that I have learned is having a consultative approach to businesses. To be a problem solver and to be able to offer solutions is important, but even more so is building a trusting relationship first so that there is a comfortable dialogue. That is how you build loyalty and long lasting business relationships.

Babiya Polk Benefit Consultant Aflac
Margie Miller Benefit Consultant Aflac
Luba Shnider Benefit Consultant Aflac