Business Partners at Work

BUSINESS CONSULTING &

SALES LEADERSHIP

Our Business Consulting and Sales Leadership team helps guide you toward a path of success by developing effective ways to manage your business, attract new relationships, strengthen existing relationships, attract and retain top talent, and remain competitive in the marketplace.

Growing Your Business

Through a team of specialized business consultants, we work in partnership with you to help you grow revenue, fulfill your potential and exceed expectations.  Our focus areas include:

  • Practice Management

    • Optimal office setups and structure determination​​

    • Business process review

    • Identify and implement efficiencies

    • Analytics modeling

    • P&L considerations

  • Strategic Business Development

    • Customized growth initiatives 

    • Recruiting top talent

    • Business acquisition guidance

    • Succession planning

  • Value-Added Commitments​​

    • Keeping you current on policies and procedures​

    • Pre-audit walk-throughs

    • Continuous best practice/best solution sharing

    • Responsive liaison and business advocate

Business Consulting & Sales Leadership Team

Chris Thompson

Partner & Director of

Business Consulting

MBrakel Pic 1.png

Mark Brakel

Director of

Business Consulting

2019-03-05-David Foster Headshot3180-Hig

David Foster

Director of

Business Consulting

Sherrie Reynolds

Director of

Business Consulting

DSC00871_pp.jpg

Thomas L. Davila, II

Director of

Business Consulting

Cindy Nagel Linked In Photo.jpg

Cindy Nagel, CFP®

Director of

Business Consulting

YAH_7833_edited.jpg

Warren Bausert

Partner &

Business Consultant

Gloria Patterson DuBose, MBA

Practice Management

Consultant

Matt Baval

Partner &

Business Consultant

Brian Graf

Affiliated Partner

Business Consultant

Jon Meyers

Affiliated Partner

Business Consultant 

JeffOsterman.jpg

Jeff Osterman

Affiliated Partner

Business Consultant 

Check the background of investment professionals associated with this site on FINRA's BrokerCheck:

Tina Bakalas

Business Consultant