Commitment to Excellence
We provide comprehensive, flexible, and scalable HR solutions to our Advisors and their partner organizations. We are committed to helping our Advisors grow their businesses, optimize their human capital, streamline processes, and achieve sustainable growth. By leveraging our deep industry knowledge and innovative approach, we strive to be the trusted partner for all HR needs, enabling our Advisors to excel in their respective markets, increase profitability, and create a positive and inclusive work environment.
We provide innovative, proven people strategies that drive results.
We fuel businesses with top talent, so you can achieve your goals.
We help you develop and engage the talent you need to grow.
Values
We Learn
We are committed to learning and getting better every day.
We Innovate
We are the “tip of the spear” in discovering proven strategies for developing company
We Lead
We model and share what we learn, discover, and innovate.
We Serve
Our members are our lifeblood, serving them is our focus.
We Are Accountable
We see it. We own it.
We solve it. We do it.
Team
Kristin Borgert
Chief Marketing Officer & Partner
Team
What activity is a huge stress reliever for me?
Yoga, Meditations, and walking while listening to a good book on the Libby App.
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Marisa Anderson
Program Manager
What activity is a huge stress reliever for me?
Reading and going for a nice walk outside. There is nothing better than fresh air!
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Sara Bieneman
Talent Business Partner
Carla Downing
VP of Talent
Emily Eversman
VP of Talent
What activity is a huge stress reliever for me?
Taking long walks with no music, no podcast, nothing, just quiet (praying, meditating, expressing gratitude). And cooking with music.
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Traci Ford
Member Success Manager
What activity is a huge stress reliever for me?
Cooking/baking and yoga. Not at the same time though!
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Janaye Hanthorn
Officer Manager
What activity is a huge stress reliever for me?
Read a book on my patio or go for a long walk. I also enjoy cranking up the music really loud and singing (off-key) where no one can hear me.
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Amy Jones
VP of Talent
What activity is a huge stress reliever for me?
During the pandemic, I took up the art of Bonsai to cope. I continue to this day and spend 3-5 hours per week tending to my collections.
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Bryan Kelley
VP of Business Development
What activity is a huge stress reliever for me?
Working out: dance, volleyball, basketball, or any type of group fitness.
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Karina Platacis
Member Success Manager
What activity is a huge stress reliever for me?
Creating in the kitchen be it cooking or baking. Now if I could just find someone who has cleaning as their stress reliever, I’d be set!
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Shannon Stroud
VP of Talent
Matt Wiegmann
Talent Business Partner
