About SBR

About Small Business Resources (SBR)

Since 1998, SBR has been providing innovative small business marketing solutions for Financial Institutions. SBR’s services range from small business customer acquisition, cross-sell, onboarding, and engagement through innovative content.

SBR’s small business programs allow our Financial Institution partners to acquire small business deposits, treasury management, lending services and other important banking services. Our solutions combine traditional media along with digital services, enabling your Financial Institution multi-channel access to small businesses.

SBR creates digital and direct marketing campaigns to ensure your Financial Institution’s goals are met on time and on budget. We maximize every touch point available to acquire new customers, increase current customer interaction, and measure your return on investment.

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SBR’s content and interactive solutions give Financial Institutions the tools they need to engage both existing and prospective small business customers. If your Financial Institution isn’t interacting with your small business customers, another Financial Institution will.

Financial Institutions that partner with SBR report:

  • Investments in SBR’s small business acquisition are financially effective compared to other marketing agencies whose fees are much higher.
  • Campaigns are implemented quicker, more efficiently and effectively compared to longer deadlines from their previous marketing agencies.
  • They remain partners with SBR over the years because of our expertise, quality databases and content, and wealth of experienced team members which helps produce a strong marketing strategy and consistently exceed sales forecasts.


Bob Boorin, CEO and Founder
Bob started SBR in 1998, with the goal of helping leading corporations expand their presence in the SMB marketplace. Prior to starting SBR, he was a Senior Executive at MCI and then Frontier Communication. Bob is married and has two children. He likes to fish, play tennis, and golf.

Maury Heim, President
Maury joined SBR in 1998. Maury oversees SBR’s vast array of writers as well as the Technology team in implementing client websites and SBR’s Library of Content. Prior to SBR Maury spent 29 years in the telecommunications industry in many sales roles for National Accounts. Maury is a veteran who honorably served in the U.S. Coast Guard. He has 5 grown children. In his spare time, he likes to golf and wood work.

Mike Baly, EVP of Business Development
Mike Baly joined SBR as Executive Vice President in 1999. Mike oversees business development and marketing. Prior to joining SBR, he ran his own consulting business, and was President and CEO of the American Gas Association. Mike works in Washington, D.C. where he supports arts organizations, is active in his church, and plays golf in his free time. Mike is married and has two grown children.

Joe Taylor, SVP Marketing
Joe joined SBR in 1999. Joe oversees SBR’s marketing programs supporting sales and product initiatives. Prior to joining SBR he spent over 20 years in sales, marketing and consulting within the telecommunications industry. Joe honorably served in the US Army and is a combat veteran. In his spare time, he is an avid deep-sea fisherman and golfer.

Anita Mettille, Director of Sales
Anita is a senior sales professional with almost 20 years’ experience working with financial institutions. With a background in complex technology solutions and marketing, along with sales leadership roles, Anita is an experienced collaborator with a keen sense of project management geared toward sales results. Anita spends her spare time in Chicago helping homeless dogs and cats find their fur-ever homes.

Kathleen Phelan, Director of Operations
Kathleen is responsible for keeping the daily operations running smoothly. She handles all the finances (accounting and billing), as well as Human Resources. Kathleen previously worked for MCI Telecommunications as a Branch Analyst for 14 years. Kathleen has two daughters and is also a proud grandmother. She likes to spend as much time as possible with her beautiful granddaughter.

Heather Morris, Director of Marketing
Heather is a marketing professional with over 25 years of proven experience in developing and driving key strategies to accomplish project plans, brand objectives and support growth across businesses for both B2B and B2C companies. Prior to joining SBR, she ran her own consulting business which provided project management, business development and procurement services for startup companies as well as companies acquiring government contracts. Heather currently serves as Petty Officer in the United States Navy Reserves as a Logistics Specialist.

Schedule an appointment with us today to learn more about the small business marketplace within your Branch Network and how SBR can assist your Financial Institution grow small business market share.

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