Practice management consultancy and coaching firm to independent financial advisors committed to defining their own path and succeeding on their own terms. My passion is designing customized consulting/coaching solutions that transform your business and enliven your vision. Bringing more than 20 years of experience helping multi-million dollar advisors succeed and a track record of growing and evolving advisory firms, I can help you to rise up and meet the opportunities before you. With the launch of our sister company TPM Placement in January 2024, we also help you recruit top talent for your advisory firm. Recruiting is time consuming and difficult and takes you away from the work that you do best. TPM Placement takes as much of the recruiting process off of your plate so that the time you spend is focused on getting to know the best talent in the market today. Incorporating a mix of consulting and coaching along with our recruiting expertise, we get to know you and your team and guide you through the entire process.

• Led team of 10 managers, business consultants, and support staff in providing high-touch, customized business consulting solutions and coaching programs to our field force of advisors• Provided strategic direction to enhance and evolved the firm’s practice management consulting services• Consulted with the firm’s top 5% of advisors, each with $150,000,000 or more in assets under management, resulting in firm-driven growth rates of up to 8% per year • Chaired enterprise-wide team charged with defining the firm’s strategic directives to meet our vision of advisor business model evolution, leading to new designs for key systems, reporting, and resources supporting our largest ensemble model firms • Created, designed, and delivered innovative content for women advisors, resulting in 8% annual growth in recruiting and retention rates • Was the face of Practice Management at conferences, industry panels, radio interviews, and publications

• Led team of 7 business consultants in providing one-on-one and one-on-many consultations addressing pressing business management issues, with a heavy focus on succession planning and human resources strategies• Participated in enterprise-wide efforts to ensure collaboration and cohesion of our service solutions, creating and launching the Business Transitions Task Force, a cross-functional team of 42 individuals representing 12 departments that implement succession/exit plans for retiring advisors • Created and delivered conference presentations on highly needed business management issues, such as succession and exit planning and hiring advisory personnel

• Hired and trained new consulting talent; developed and mentored tenured consultants; oversaw all consulting work to facilitate the growth of our network’s firms• Consulted with and coach advisors on business issues including business and succession planning, operational efficiency, marketing, growth, hiring and staffing concerns; conduct site visits concerning same• Created web content, delivered presentations, conducted video interviews to keep advisors up to date on issues impacting their roles as CEOs of small businesses• Designed and managed projects to provide advisors with learning about critical practice management issues• Met with prospective advisors to introduce them to Practice Management’s consulting services• Presented industry and firm best practices at regional and national conferences

• Created training modules and materials to improve workplace productivity and effectiveness and to help internal staff to understand clients’ businesses

• Interviewed, hired, coached, developed and managed team of 7 call center representatives • Instituted Quality Assurance Program, resulting in more efficient processing of calls and transactions • Managed internal training program for 40 representatives, ensuring the timely and effective delivery of training courses; reduced gap between hire date of new employees and first effective date on job by 50% through streamlined training program

• Supervised staff of seven to 11 registered representatives; interviewed, hired, trained and promoted new representatives; coached staff performance development through verbal feedback and action planning sessions, resulting in average length of staff retention of 150% of expectation at time of hire • Served as liaison with the Marketing department to review shareholder communications concerning mutual fund and retirement plan issues; acted as liaison between the Legal department and shareholders with priority account concerns and facilitated resolutions with shareholders