MEET OUR TEAM


Patty Kreamer, CPO

Michelle R. Donovan
Michelle Donovan is The Referral & Productivity Coach for Financial Advisors, an international, national and local speaker who offers practical application with a no-nonsense, engaging style often making her a crowd favorite at conferences. Michelle is the Best-Selling Author of The 29% Solution: 52 Weekly Successful Networking Strategies that is available in seven languages. Her Master’s Degree in Adult Education provides her with a solid foundation for connecting with and understanding the needs of her audiences and clients. She is known for combining meaningful substance through real-life application to learning. More about Michelle…

Karlie
Karlie is our Chief Security Officer. Nothing gets by her, especially if you are driving a delivery truck! Her DiSC profile is a DC. She is very direct (an excellent trait for a security officer) and detail oriented. She knows the exact sound of each delivery carrier and the level of bark pitch needed to alert the office team.

Tucker
Tucker is our Chief Happiness Officer. He is sure to bring a smile to your face just by being in the same room as him. His tail wags a mile a minute and he’s always in a good mood. Give him a good dog pillow and he will curl up no matter what is going on. His DiSC style is an iS. He loves people and nurtures the relationships in his life with sheer cuteness.