MEET OUR TEAM

Patty Kreamer, CPO

Patty Kreamer is a trained Productivity Coach, Certified Professional Organizer, Speaker and Author of But I Might Need It Someday and The Power of Simplicity. She works with clients who are seeking to enhance their productivity with efficient systems throughout their business. Patty makes time and attention management a reality. Clearing the clutter is Patty’s passion so if you need more control of your physical and mental space, she can get you there. Patty works alongside our clients to ensure their ability to manage and thrive with the unique challenges of success, ultimately creating the life that they want. More about Patty …

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.