TransformingPerson To Practice
We’re a down-to-earth team of thinkers and doers who create a rapport and an environment that allows for an easy exchange of ideas, questions and actions. Each of us brings our passion and our areas of expertise to the table, from the business incubator to financial services space. We roll up our sleeves and work in tandem to provide consistent, strategic advice and service.
Chairman of the Board
President / CEO
COO / CFO
Merissa Davis, IACCP ®
Director of Platform Operations
Advisor Services Associate
Chief Marketing Officer
Marketing Communications Specialist
Senior Staff Accountant
Learn more about how we can support your independence.
All information is kept confidential.