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.

Leonard Ray

Chief Operating Officer

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.