MEET OUR TEAM
OUR CORE VALUES & BEHAVIORS
Start with
TRUST
- Listen with open minds to understand our clients’ unique needs
- Act with honesty, integrity, and professionalism in all our interactions
- Focus on leveraging strengths and minimizing blind spots in each other and our clients
- Assume positive intent of our clients, partners and employees
- Make it safe to say ‘I don’t know’, ‘I forgot’, ‘I’m sorry’
focus on
RESULTS
- Make a positive, measurable difference in our clients’ lives
- Collaborate with our clients to show them the possibilities we see
- Focus on SMART goals
- Track and communicate progress regularly
- Stay solutions oriented- see challenges as an opportunity
FOSTER
INNOVATION
- Constantly look for ways to improve
- Fail fast; every experience is a chance to learn, grow, and innovate
- Never be afraid to share ideas with each other and our clients
- Practice agility by adapting to current realities
- Leverage collective intelligence – because other people can add to our ideas
HAVE
FUN
- Celebrate our success
- Spend time to get to know each other
- Take time to relax and enjoy our families
- Laugh with each other and clients
OUR PARTNERS AND ADVISORS
Link to: Brian Gillespie
Brian M. Gillespie
Vice President, Forecasting and Financial Excellence for Comcast Cable
Link to: Patricia Adelstein
Patricia Adelstein, ACC, MSOD
Change Management Consultant & Leadership Coach
Link to: Farzin Farzad
Farzin Farzad
DEI Practitioner, Owner and Principal of Critical Equity Consulting, LLC
