Client Success Stories

Client Success Story

Doug Mentzer

As president of The Mentzer Group, a full-service, independent investment advisory firm, Doug Mentzer is dedicated to informing and serving clients...

Client Success Story

Eric McDermott

Eric McDermott is a managing equity partner of Pacific Advisors, a financial services firm with a team of more than 150 advisors and specialists,...

Client Success Story

Joshua McNary

As the founder and CEO of McNary Marketing and Design, Joshua and his team help businesses discover and implement the best marketing and sales...

Client Success Story

Ryan Spencer

Ryan Spencer, his wife, Amy, and their team strive to provide the best real estate experience through focusing relentlessly on their core values and...

Client Success Story

Mark Michuda

Michuda Construction has built some of Chicago's most iconic projects in health care, commercial, industrial, education, and mixed-use spaces.

Client Success Story

Tim Sweetman

As the Owner/Operator of a Chick-fil-A in Delaware, Tim Sweetman was dreaming bigger — and after studying more successful operators, he realized he...

Client Success Story

Allison Madrigal

Allison Madrigal is the founder and president of Rescue America, a nonprofit organization created to provide immediate rescue and stabilization of...

Client Success Story

Will Parsley

Family-owned-and-operated, Carswell Distributing Company supplies dealers with consumer and commercial lawn and garden equipment and home heating...

Client Success Story

Tanya DiSalvo

Criterion prides itself on being a female-owned, non-union, precision machine shop that strives for excellence in machining for the 'no-failure'...

Client Success Story

Julie Bray

As the President and Client Wealth Manager at GW Financial, Inc., Julie Bray has been offering comprehensive financial planning for nearly three...

Client Success Story

Rachel Lawson

Schaffer Law Firm has proudly served Tennessee's hospitality businesses for nearly nine years through every phase of startup and growth by providing...

Client Success Story

Josh Kwan

As President of the non-profit organization The Gathering, Josh Kwan sets vision and strategy for a learning community of Christian philanthropists...