Controller and Client Concierge
Chris’s unique professional background gives her the perfect blend of skills to provide high-quality support to our clients and employees. She is always ready to learn something new and take on a new challenge.
Founder & President
At the heart of it all!
Learn all about our founder here.
Operations Consultant & Client Advocate Lead
As our master juggler, Joe can interview a new team member, develop a marketing plan, and help a client overcome an obstacle…all while standing on his head. Well, maybe not the last part.
Consulting Team Leader & Hiring
Anne-Marie leads our team with heart, skill
Management Consulting Assistant
New York, NY
Georgia is always ready to assist the management team with new tasks and projects. There isn’t a task or project that Georgia hasn’t met head on while looking for more to take on.
Associate & Client Advocate
Joanne loves to organize information and streamline processes to reduce inefficiencies. She thrives on being well researched and presenting information meaningfully, to help clients see clearly and focus their priorities. Her adaptable nature and strong communication skills mean Joanne is able to listen to what her clients need and respond to changing priorities.
Winter Park, CO
Senior Associate / Team Trainer
A natural organizer, Eileen’s attention to detail and ability to streamline processes allows for optimal results in reaching your big picture goals.
Jen brings organization to the next level. Assisting clients with administrative needs independently allows them focus on growing their business. Her ability to always be dependable and efficient brings clients peace of mind.
Leslie’s personal interests are as diverse as her professional experiences. Her resourcefulness and “can-do” attitude helps Leslie tackle any and every task, regardless of size or complexity.
Fact-finding and follow through are two of Amanda’s key strengths, whether due to her strong legal background or just her tenacious personality. Either way – she’s gifted at tackling big projects and producing big results.
Cathy’s organizational skills and level-headed expertise can help wrangle any out-of-control schedule into something manageable. She has an eye for detail and specializes in streamlining processes. Her goal is to give her clients peace of mind, knowing that when something is handed off to her it will get done!
Liz’s passion for organization, coupled with her drive and determination to help her client’s achieve their goals, are two of her strongest assets. She has over 8 years of administrative experience and is a master at effectively and efficiently conquering multiple priorities at one time.
Erin is logical, analytical, and great at translating possibilities into plans! She enjoys the challenge of streamlining and organizing, and is decisive when carrying out objectives and meeting goals.
North Huntingdon, PA
Amber enjoys taking on the research and all those little tasks that get in the way so clients can focus on their main goals and objectives. She likes to learn and find new programs that can streamline, organize and simplify a clients day and maximize their time.
Red Bank, NJ
Brooke provides a fresh perspective and thrives on streamlining procedures and utilizing her technical background to automate wherever possible. Having extensive experience in start-up environments – she is accustomed to wearing multiple hats!
Beth has strong organizational skills and a keen focus on detail, and uses those skills to create order and structure. She enjoys being a problem solver, taking a project and putting together the pieces of the puzzle to find a way to deliver results above and beyond expectations.
Sarah has a passion for bringing harmony into the workplace with her positive attitude, and her ability to create/establish efficient processes. Her natural curiosity for all things drives her love for in-depth research and fact-finding. Her personal motto is “Work Hard, Play Nice”, and she enjoys helping companies run like fine-tuned machines, while always keeping a sense of humor.
Colorado Springs, CO
Kristin enjoys using her skills in organization and research to refine processes and improve productivity. She enjoys analyzing problems and identifying new and creative solutions to increase efficiency and client knowledge. Kristin is a joyful multitasker who is always willing to help wherever needed!
Gaby enjoys research and organization and is always searching for ways to streamline processes. By paying attention to the details and bringing order to the workday, she assists clients in achieving their business goals. Her personal motto is “Take work seriously, but don’t take yourself too seriously!”
Rebecca takes great pride in her ability to approach her work with a high level of adaptability, dependability and strong communication skills. She thrives on creating a sense of peace amidst the buzz of progress, and her passion for project management and creating systems that work make her a valuable asset to her clients. Her personal motto is “Work smarter, not harder!”
St. Louis, MO
Amber is organized, detail oriented and loves helping turn dreams into plans! She enjoys being the hands behind the scenes ensuring things run smoothly. She is highly driven and organized and proactively seeks ways to provide an exceptional client experience.
A positive attitude, energy and precise attention to detail are some of Dana’s key characteristics. Her experience includes pulling teams together, planning for success and learning new ways to streamline processes and be effective. She has a creative skill set, strong strategic background and thinks “outside of the box” when brainstorming ways to work more efficiently. She is a hard worker and her enthusiasm is contagious.
Locksley is naturally curious and excels at research and fact-finding. She enjoys building rapport with remote clients and teams. Her background in the software industry has led her to be an agile learner, flexible with change, and she strives to stay one step ahead of her clients.
Kaylee has a strong drive for serving others and takes pride in her work ethic. She excels in communication, organization, and time management. She does not stop until the work is done and done correctly.
Angela is a master project implementer who loves to make something that seems impossible to accomplish look like the most basic daily task when she is done setting it up. Her adaptability and a willingness to learn something new are her most prized skill sets. She loves puzzles and helping others solve them in the workplace is how she prefers to end each day.
Melissa is a results-producing administrator gifted in the art of managing resources and individuals to achieve strategic goals. Known to be the person to make anything happen, she enjoys managing multiple projects while proactively anticipating next steps and potential challenges.
Alissa is dependable, proactive and detail oriented. Her ability to have a sense of humor while delivering results makes it enjoyable for clients to work with her. Due to her background within start-up environments, she is an expert at multi-tasking!
Carrie is creative, and always eager to get a head start on things. She is highly dependable at providing clever solutions and meticulous organization. Naturally a minimalist, she keeps her duties and communication straightforward and to the point, offering pragmatic and strategic planning to maintain control.
Keela is versatile and creates solutions by approaching projects with a positive focus and an open mind. With her natural ability to manage priorities, she is able to organize and make life more harmonious so the focus can be on the bigger picture. She also enjoys researching travel, coordinating events and learning new things!