Plan Development

Jay Brown, CPBC

BA in Communications and Urban Studies, 1973, Rutgers University Associates …

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J. Glynn, CPBC

J. Glynn was born in St. Paul, Minnesota. As a …

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Ted Digges MSM, CPBC

Ted Digges MSM, CPBC is the Executive Director of the …

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Desirae Klein, CPBC

With a passion for helping business owners, organizational leaders, and …

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Toni Nell, CPBC

“I specialize in leading people to find and hold their …

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John J. Donnelly MSEA, CPBC

Vice Admiral John “Jay” Donnelly, U.S. Navy, (Ret.) is formerly …

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Carl H. Sharperson, Jr., CPBC

Carl Sharperson Jr. is a Leadership Innovation Strategist, speaker, author, …

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Jim Petersen PhD - CEO and Founding Principal

Jim Petersen PhD, CPMBC, CPBC

Dr. Jim Petersen PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, …

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