As the President and Client Wealth Manager at GW Financial, Inc., Julie Bray has been offering comprehensive financial planning for nearly three decades.
Case Study: Rachel Lawson
Schaffer Law Firm has proudly served Tennessee’s hospitality businesses for nearly nine years through every phase of startup and growth by providing holistic solutions – and not just legal advice.
Case Study: Josh Kwan
As President of the non-profit organization The Gathering, Josh Kwan sets vision and strategy for a learning community of Christian philanthropists and their families.
Case Study: Danielle Kennedy
Danielle Kennedy runs a leadership development consulting firm, Kadima Leadership, as the lead consultant and executive coach.
Case Study: Julie Shore
Julie Shore, Executive Director and Talent Management Leader of The Million Dollar Solution, has spent the majority of her career focused on building, managing and implementing employee infrastructure and processes for her clients, as well as recruiting and developing employees to maximize their contributions.
Case Study: Ernie Svenson
Ernie Svenson, a New Orleans commercial litigator, has spent 15 years practicing law in a big firm, totally dependent on secretaries and paralegals to manage bulky paper files.
Case Study: Jim Skartvedt
Jim and Danelle Skartvedt, husband-and-wife owners of Renew Ag Supply, an agricultural supply store, were spending more time with their five businesses than with their five kids.
Case Study: Matt Christ and Orsolya Herbein
Brand3 founding partners, Matt Christ and Orsolya Herbein, have decades of marketing experience and have successfully transformed hundreds of businesses from noise to clarity.
Case Study: Jason Pond
Jason and Tashara Pond own Grizzly Broadband, a 20-year-old parent technology and internet service company, which includes Cybernet1 and Hamilton Computer Service in Montana.