My Advisor team
Sales Management
Tax and Accounting Management
Tax and Accounting Management
Val Brown brings over 20 years of Sales Management experience from a variety of call points to your team.
While experienced in building sales teams, Val coaches a “consultative “ approach to sales where the primary goal is to find solutions for the customer and the sales rep is motivated. Whether it’s selling commodity items or disruptiv
Val Brown brings over 20 years of Sales Management experience from a variety of call points to your team.
While experienced in building sales teams, Val coaches a “consultative “ approach to sales where the primary goal is to find solutions for the customer and the sales rep is motivated. Whether it’s selling commodity items or disruptive technology, Val can coach a sales approach to fit your team.
0Val can partner with your sales team to build an efficient sales process, develop talk tracks or presentations, and develop the key skill set needed to succeed in the field. Contact us to learn more about the process.
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Tax and Accounting Management
Tax and Accounting Management
Tax and Accounting Management
Carrie Grinnell has been a practicing CPA since 2008 working for various Accounting & Wealth Management firms specializing in tax preparation, consulting, bookkeeping, and payroll.
Before earning her CPA designation, Carrie established a stellar reputation in the banking industry, working primarily in the Trust Services departments.
Car
Carrie Grinnell has been a practicing CPA since 2008 working for various Accounting & Wealth Management firms specializing in tax preparation, consulting, bookkeeping, and payroll.
Before earning her CPA designation, Carrie established a stellar reputation in the banking industry, working primarily in the Trust Services departments.
Carrie enjoys working one-on-one with clients to set up and administer their retirement plans (401K and Simple IRAs) ensuring they comply with all ERISA rules. Carrie’s client base varies in size from small start-up companies to larger companies.
“ I take great pleasure in working with start-up companies to help get them off the ground and educated in the do's and don'ts of the ever-changing tax rules.”
Operations Management
Tax and Accounting Management
Operations Management
David Silverblatt has 25 years of owning and managing various business from start-up companies to well established businesses.
Being able to manage at the right level is key to a company’s success. Building the team, establishing the important metrics, and having solid processes are keys vital.
My enjoyment comes from clearly defining ch
David Silverblatt has 25 years of owning and managing various business from start-up companies to well established businesses.
Being able to manage at the right level is key to a company’s success. Building the team, establishing the important metrics, and having solid processes are keys vital.
My enjoyment comes from clearly defining challenges, developing a plan of action, and then executing the plan. Contact us to learn more about the process.