SBA & 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 lender service provider with 50 professionals and growing.
Executive Team
William McClain
PRESIDENT & CEO
Will is responsible for the overall management and direction of the firm, as well as oversight of the Charleston, Chicago and Indianapolis offices. He has overseen $4.0+ billion in SBA and USDA loan closings. Prior to Windsor, he worked at Bank of America Merrill Lynch.
Michael Breckheimer
Strategic Advisor
Mike is currently serving as Executive Vice President of Corporate Strategy for Integrated Financial Holdings, Inc. 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.
Chuck Evans
Executive Vice President for Lender Development & 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.
Jeff Nitti
Director of Operations – Chicago
Jeff Nitti has been an integral part of Windsor Advantage’s government guaranteed lending platform for its clients since 2013. Jeff actively manages an array of verticals out of Windsor’s Chicago Office including Packaging/Closing, Special Assets, Portfolio Management, Multi-Disbursement Loans, and Secondary Market Sales departments.
Ashley Young
VP of Operations – Indianapolis
Ashley is responsible for the oversight of all operations in the Indianapolis office, including Windsor’s Servicing and Documentation departments. She supervises the proper servicing, reporting, and loan file compliance of over $2 billion in SBA 7(a) and USDA loans. Ashley joined the company in 2013.