Strategic Planning

Tate Kerst

BA, Fort Hays State University in English Certified Financial Planner …

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Susan Danzig, CPBC

Bachelor of Arts Degree, International Affairs (University of Colorado – …

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Steven Galing, CPBC

Master of Science in Operations Research, Naval Postgraduate School, 1990 …

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Gregory Smith, CPA, MBA, CPBC

Treasurer of the New York Family Business Center at the …

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Nick LoPresti

Hope College, Holland MI- BA Economics and Business 1998 CMFC …

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J. Glynn, CPBC

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

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Chris Sandquist, CPBC

BA Romance Languages, Bowdoin College, Brunswick Maine Board Member, Pramerica …

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Cody Nielsen, CPBC

Over the last 15 years, Cody’s passion for business and …

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George Fernandez, MBA, CPBC

Education: B.A. Human Resource Management Master of Business Administration MidAmerica …

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Sebastien Leblond, CPBC

Sebastien is a highly respected and sought after Master Coach …

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Tate Kerst

Susan Danzig, CPBC

Steven Galing, CPBC

Gregory Smith, CPA, MBA, CPBC

Nick LoPresti

J. Glynn, CPBC

Chris Sandquist, CPBC

Cody Nielsen, CPBC

George Fernandez, MBA, CPBC

Sebastien Leblond, CPBC

Communication Skills

Crisis Management

Diversity and Inclusion

Financial Advisory Practice Management

Leadership Development

Plan Development

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Strategic Planning

Succession Planning

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