SBA and USDA lending solutions

without hiring staff or incurring capital expenditures

The Company

With more than 150 years of cumulative in-house SBA 7(a) and USDA experience, cutting edge systems and rigid controls, the team at Windsor Advantage is uniquely qualified to support its institutional clients to develop and execute a thoughtful and comprehensive SBA and USDA lending program.

Windsor Advantage is an owner-managed firm with 26 professionals and growing.

Executive Team

Michael Breckheimer
President & CEO

Mike is responsible for the overall management and direction of the firm, as well as oversight of the Charleston, Chicago and Indianapolis offices. Prior to Windsor, he was a senior management consultant with KPMG. He has extensive experience working with diversified financial firms to implement efficiencies and risk management strategies. He began his career with PNC Capital Markets.

Jeff Nogle
Chief Financial Officer

Jeff oversees all finance activities for the company and manages Windsor’s compliance and risk management functions.  Prior to joining Windsor, he gained extensive experience in business valuation and complex litigation at Charles River Associates.

William McClain
Managing Director

Will is responsible for oversight of Windsor’s Processing, Portfolio Management and Liquidations teams in Chicago, as well as lender training and loan structuring/eligibility functions. He has overseen $1.0+ billion in SBA and USDA loan closings.  Prior to Windsor, he worked at Bank of America Merrill Lynch.

Leonard Ray
Managing Director

Leonard manages 12 employees in Windsor’s Servicing and Documentation departments in Indianapolis.  His oversight consists of the servicing of $1.1+ billion in SBA and USDA loans.  Prior to joining Windsor, he spent more than a decade working with a diverse mix of companies on financial and strategic projects.

Chuck Evans
Executive Vice President for Lender Development and Training

J. M “Chuck” Evans is an experienced entrepreneur with a 30+ year history of working in the financial services industry. Chuck serves as Executive Vice President for Lender Development and Training at Windsor. Prior to joining Windsor, Chuck served as President and Chief Executive Officer of recently acquired Capital Growth Solutions and was a Co-Founder of Prudent Lenders. Chuck started his career as a commercial lender with Wachovia Bank in Winston-Salem, North Carolina.

Julie Buckert
Director of Accounting

Julie brings more than a decade of accounting, compliance, audit and financial reporting experience to the firm, having worked in both public and private companies. She previously served as Director of Accounting at Brunswick Corporation and as a senior auditor in a national public accounting firm. She is a certified public accountant.

Regional Marketing Managers

Windsor believes in the importance of a local presence to support to our Lenders.
Regional managers have extensive experience with all aspects of the 7(a) program:

Mike Pierce
SVP–Midwest Marketing Manager

More than 35 years of experience in banking and finance in the Chicagoland market. Extensive asset based lending experience in conjunction with the SBA 7(a) and USDA product.

Steve Stultz
SVP–West Coast Marketing Manager

More than 40 years of experience in banking and finance in the Southern California market with more than $700 million in funded SBA 7(a) and USDA loans over the past decade. Prior chairman of the board for the National Association of Government Guaranteed Lenders (NAGGL). Board of Directors for CDC Small Business Finance Corp.

Jim Ely
SVP–West Coast Regional Manager

More than 30 years of experience in banking and finance in the Southern California market with more than $700 million in funded SBA 7(a) and USDA loans over the past decade.

Recent Content

Windsor Advantage Acquires Meridian Loan Partners, Re-brands to Accel

Published on February 28th, 2020 by Windsor Advantage, LLC

Windsor Advantage, LLC, the nation’s leading service provider of government guaranteed loans to over 90 banks and credit unions, has announced the acquisition of Meridian Loan Partners, a technology focused service provider for SBA 7(a) loans located in Charleston, South Carolina. Since its inception in 2018, Meridian has provided banks, credit unions, non-bank lenders and […]


SBA Loans for Accountants: What You Need to Know

Published on September 24th, 2019 by Shawn Andrews

We recently explored the top performing industries that have utilized the SBA 7(a) Loan Program to secure small-business financing, and among this group, Offices of Certified Public Accountants (NAICS Code: 541211) ranked #18 on our list.  Helping more than 3,100 firms from FY2010-2018, accountants have historically found the program to be one of the most popular ways to start or expand operations.


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