| About Us
WHO WE ARE
Meet The Leadership Team
Senior Leadership Team
Sam Kwak, CFEI®
Chief Revenue Officer &
Co-Founder
Daniel Kwak
Chief Executive Officer &
Co-Founder
Joel Montiel
Chief Sales Officer
Patrick Grimm
Chief Of Client Success
Client Success Team
Maria Henderson
Strategy Consultant
Simon Steele
Strategy Consultant
Ryan Lane
Strategy Consultant
Mikkei Florvilus
Strategy Consultant
Aaron Anderson
Strategy Consultant
Qualification Specialists
Jason Adams
Logan Jones
Marcy Miller
Drew Schmitt
Albert Sanchez
Chris Morrow
Daniel Weber
Tyler Gulley
Appointment Coordinators
Bridget Silvers
Liza Grafals
Nadily Harrison
Nakleea Dunn
Angela Scanlan
Joy Smith
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2019
year when founded
3300+
clients engaged with
80+
years of combined experience
24+
Dedicated Staff Members
