A boutique consulting firm working with business owners and their management team to help monetize and maximize the investment they've made thru the years in building their privately held business. We're in the business of "Transforming Good Companies into Great Enterprises"® while providing: * Business assessment valuations to increase total enterprise value; * Succession planning & ESOP consulting/implementation services; * Merger & Acquisition consulting and selling/acquiring services. Our business assessment process can also help manufacturing companies prepare for ISO certification.ROI Cubed is part of The Nvest Group of companies, each specializing in a unique sector of financial services. We believe in uncompromised service and results and base our success on the success of each of our relationships.

Sharing my knowledge and experiences in the financial planning and business worlds by guiding, teaching and inspiring young, diverse minds enrolled in the CFP Board-approved curriculum at Bentley University's graduate and undergraduate schools. Promoting equality & diversity in the financial planning industry by promoting the industry to a diverse group of students.

President & co-owner of a certified woman-managed financial firm. Nvest Financial is part The Nvest Group, a spectrum of financial companies helping individuals and businesses with their various financial needs. Nvest Financial specializes in premier personal financial planning and tailored portfolio management.

Ropeless™ Systems, Inc. (RSI) uses a unique technology allowing fishermen to get to their location, identify their traps' precise locations on a chart plotter and call them to surface with the touch of a button. We have exclusive rights to Ropeless RISER™ by DBV Technologies, Inc. which allows for a truly ropeless fishing solution addressing safety concerns for endangered marine life caused by ropes. FMI: www.ropeless.us

Director for an ESOP-owned engineering firm. CEI develops advanced hardware and software solutions that communicate with CNC machine controls to optimize the machining process. The Board provides business direction and oversight to the C-suite team and CEO of the firm.

As part of the CFN B/D system while owning Pinnacle Capital Management, Inc. and the 14 years prior to the formation of Pinnacle, became one of the youngest registered reps of CFN to attain Leaders status and attained it every year for 18 consecutive years; the last 10 years of which was one of the top 5 reps in the country.CFN is an Independent Broker/Dealer providing brokerage and RIA platforms to independent representatives.

Founded and grew Pinnacle Capital Management, Inc. (PCMI), a holistic financial planning and wealth management organization (with offices in Boston, Wellesley, and Springfield, MA). Firm became one of the highest producing investment management firms in the country within our B/D. Was the NStar, formerly Boston Edison, chosen financial planning firm presenting educational seminars to employees considering retirement between 1992 and 2004. PCMI was sold December 2009 and integrated into Axial Financial Group in January 2010.