Who we
are.
With a history in banking and entrepreneurship, we are able to understand your goals and match your business to the right funds.
Our mission
Why should big banks hold all of the keys to financial success in the business industry?
Our mission is to facilitate financing for small and medium-sized businesses through an efficient process from application to underwriting and on to funding.
Banks are product based and market dependent. That means that if your business objective doesn’t match their loan offer, and if you don’t fit in the box they most prefer, you are likely to be immediately denied.
We believe businesses should have an advocate, someone who knows the lending industry and who can work on their behalf to source the right funds with rates that make sense.
Our vision
Our vision is to realize the same innovation, creativity and trustworthiness to every financing deal that you provide to your clients every day.
We also believe our success is based on your success. Toward that end:
We work to provide every client the knowledge to understand available financing types, the insight to make considered financial choices, and the options to select products that fit their business model and objectives.
We maintain authenticity and transparency in the process so you are able to follow your financing application through the process from application to close.
And, we work on your behalf, pursuing options that empower you and your business to reach your current goals and to identify and pursue new ones as you work through your offering and business lifecycle.
Let us give you the chance to experience a new level of quality and service in the financial industry.
Sara Stoffers
President
Sara Stoffers is the Chief Executive Officer at NovaFi. Prior to joining the NovaFi team, Sara managed the economic development and business financing programs at Ogden City where she helped over 500 local businesses and non-profits secure financing during her tenure. Previously, she co-founded and managed the Business Loans of Utah (BLU), a multimillion dollar statewide alternative business loan fund that integrated bank, nonprofit, and government financing to provide financing to businesses who struggled to secure loans through traditional sources, and the Utah Equitable Transit Oriented Development Fund (UETOD), a statewide multi-unit commercial development loan fund.
She has contributed to many different industry boards and financing organizations, including the Wildcat Seed Fund, One Million Cups, Opportunity Finance Network, O Tech Employer Advisory Teams, Utah Banker’s Association, Council of Development Finance Agencies, and the International Economic Development Council.
She has an International Studies degree from the University of Utah with a minor in Community Consumer Studies.
In her spare time, she enjoys hiking, snowboarding, and traveling.
Sara is bilingual. Ela fala português e tem um lugar especial em seu coração para a cultura latina.
Our Team
Jason Davis
Commercial Loan Broker
Jason Davis started his career as an intern analyst working with Salt Lake City’s Revolving Loan Fund for small businesses. Upon graduating with a degree in economics from the University of Utah he went on to work at Zions Bank as a commercial loan processor and then with Celtic Bank as a credit analyst. Se habla español.
After years of working with small business owners in the commercial lending industry he decided to open a commercial cleaning business to service the Northern Utah area. After about a year of opening the area, he was able to negotiate multimillion-dollar deals with multiple fortune 500 companies and ultimately merged the company with Forte Commercial Cleaning.
Jason has served as Regional Director as well as Vice President and Chief Business Development Officer for Forte Franchising Inc. While in those roles he was able to simultaneously manage the Ogden City Small Business Loan Program and was involved in rolling out Ogden City’s Emergency Loan Fund in response to the COVID-19 pandemic.
As a founder of NovaFi he has continued his objective to serve businesses and to facilitate deals that lead to growth and success for each business he works with.
David Broderick
Business Financing Advisor
As a Business Financing Advisor at NovaFi, Dave brings a wealth of experience from his tenure as a licensed Financial Advisor at prestigious Wall Street firms like Merrill Lynch, E F Hutton, and Smith Barney. With over 25 years in the industry, Dave has excelled in portfolio management, securities trading, and capital raising, earning recognition as a top producer. His expertise spans investments, financial, retirement, and estate planning, alongside tax strategies and wealth management services.
Beyond his professional accomplishments, Dave co-founded the Ogden, Utah branch of Family Promise, a non-profit aiding homeless families. His leadership in recruiting congregations and spearheading campaigns earned statewide recognition. Dave’s commitment extends to entrepreneurship, founding Earth Tech Resources to implement innovative solutions, yielding significant cost savings and environmental benefits.
Dave’s academic prowess shines with honors from Weber State University, graduating with a Bachelor’s degree and two Associate degrees in Business, Sales, Marketing, and Automotive Technology. His multifaceted background and steadfast dedication make him an invaluable asset to any organization, blending financial acumen, philanthropy, entrepreneurship, and academic excellence.
Let's Get Started!