| 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

2015

Year When Founded

3000+

Clients Engaged With

80+

Combined Years of Experience

25+

Dedicated Staff Members

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