| About Us
WHO WE ARE
Meet The Leadership Team
Senior Leadership Team
Daniel Kwak
CHIEF EXECUTIVE OFFICER
& CO-FOUNDER
Sam Kwak, CFEI®
CHIEF REVENUE OFFICER
& CO-FOUNDER
Joel Montiel
CHIEF SALES OFFICER
Patrick Grimm
CHIEF OF CLIENT SUCCESS
WHO WE ARE
Meet The Leadership Team
Daniel Kwak
CHIEF EXECUTIVE OFFICER
& CO-FOUNDER
Sam Kwak, CFEI®
CHIEF REVENUE OFFICER
& CO-FOUNDER
Joel Montiel
CHIEF SALES OFFICER
Patrick Grimm
CHIEF OF CLIENT SUCCESS
Client Success Team
Maria Henderson
Strategy Consultant
Simon Steele
Strategy Consultant
Ryan Lane
Strategy Consultant
Mikkei Florvilus
Strategy Consultant
Aaron Anderson
Strategy Consultant
Qualification Specialists
Angel Rivera
Caroline Jaramillo
Marcy Miller
Vanessa Martinez
Drew Schmitt
Chris Morrow
Albert Sanchez
Appointment Coordinators
Bridget Silvers
Rich Eggleston
Tyler Gulley
Nakleea Dunn
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2015
year when founded
3300+
clients engaged with
80+
years of combined experience
24+
dedicated staff members
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