Who We Are
We are passionate about cutting through the clutter of the financial services industry and using our process to deliver your practice breakthrough.
There’s a reason why we’re together as a TEAM. Some of it is because we organized it that way;
some of it is by chance. But it’s destiny that brings people together.
NO MAN IS AN ISLAND
Now that we’re here, there’s a responsibility we owe to each other to live up to.
Founder & CEO
Speaker, coach, educator. Pareto-Certified practice management consultant. Snake collector and enthusiast.
VP of Advisor Consulting
Process-driven facilitator. Coaching and consulting lead. Intuitive people-person with stories to tell.
Director of Creative Consulting
Brand and design strategist. Director of strengthening creative application. Partial to dogs and beaches.
Executive Program Manager
Relationship and outcome manager. Keeper of all things. Loves KC Royals baseball and Billy Joel.