Reaching a Deal


Through a team of specialized business consultants, we work in partnership with you to realize expectations as it relates to your customized strategic focus. Value adds include, but are not limited to: program management, strategic business development, best practices, and policy updates. 

Sherrie Reynolds

Director of Business Consulting

(405) 226-9756


Thomas L. Davila, II

Director of Business Consulting

(210) 403-0902

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David Foster

Director of Business Consulting

(608) 215-1804

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Cindy Nagel, CFP®

Director of Business Consulting

(704) 816-8004

Tina Bakalas

Business Consultant 

(718) 938-9512


Gloria DuBose, MBA

Practice Management Consultant

(704) 816-8020

Jon Meyers

Business Consultant

(412) 429-1959

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