About Us

We're passionate about one thing...

And that's providing you the most up to date information on California's Department of Financial Protection and Innovation to help keep you and your investments safe!

Meet the Team


Bob Coleman
Editor, Coleman Report

Author of “Money Money Everywhere and Not a Drop for Main Street”. Coleman is the Editor of the Coleman Report, a trade newsletter for small business bankers. He is the nationally recognized expert on small business financing. He has appeared on Fox Business News and CNN and has been quoted by all major financial media outlets including the Wall Street Journal, New York Times and Bloomberg. He has spoken at numerous small business banking events across the United States, including international engagements in the U.K. and Germany. Coleman has a B.A. in Medieval History from the University of California Santa Barbara and a M.B.A. in Real Estate Finance from the University of Southern California.


Joseph Coleman
Director of Content

Joseph is a highly skilled and experienced Director of Content with a strong background in e-Learning and Webinar production for business banking professionals. He is adept at producing certification courses, organizing online marketing campaigns and delivering speaker materials using webinar and e-Learning software platforms. He is also knowledgeable in creating multimedia training products for learning management systems.

Joseph is the Online Editor, Website Developer & Email Editor for ColemanReport.com. He specializes in content development, SEO, link building, web to email conversion, email marketing, web analytics, and data analysis. He is the producer of Coleman Webinars, Coleman Live Events, and Coleman Report Video. He earned a B.A. in History from the University of Colorado at Boulder.


Lance Sexton
Former SBA Deputy Director, Coleman Webinar Instructor

Lance served as Deputy Director of the SBA Little Rock Commercial Loan Servicing Center managing the Servicing of SBA Loans, the liquidation of SBA Express Loans, and the Liquidation of SBA 504 loans in a 24 state area.

Lance has 30 years of experience in the origination, servicing, and liquidation of SBA Loans, ten years of experience directly managing portfolios of SBA loans that are both performing and non-performing, and six years of experience as a small business owner.

He has served as Vice President, Senior Vice President, and Executive Officer of three community banks building and managing SBA portfolios at each bank. Lance also was a faculty member of the Sam M Walton College of Business at the University of Arkansas teaching entrepreneurship courses.

28081 Marguerite Parkway #4525
Mission Viejo, CA 92690
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