"There are few better than Melinda when it comes to working with successful entrepreneurs in the financial services industry. Whether it's practice management, change consulting or strategic planning, Melinda is simply one of the best at partnering with financial professionals and helping them build and grow their practices. Whatever she puts her hand to, things are always extraordinarily better when she is finished."
Caleb Callahan, CFP, President, Chief Operating Officer
"Melinda is a consummate professional, a dedicated visionary, a delight of humor and perspective and a warm-hearted soul. I've worked with many executives in the financial services & insurance industry and what stands out about Melinda is that exact trifecta combination:
1. Experience & wisdom
2. Forward thinking vision
That is a rare combination...and worth its weight in gold."
Victoria Labalme, CEO & Creative Director