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Our Clients

Our Ideal Client

Our ideal clients have the following six characteristics:

  1. They are self-aware leaders who surround themselves with those having complementary strengths.

  2. They are committed to professional and personal success.

  3. They lead organizations structured as teams.

  4. They and the teams they head are recognized by their peers as successful.

  5. They are continually growing and improving, both individually and corporately.

  6. They invest resources (time, money, personnel) into the ongoing success of the organization.

Our Clients Include
Barron’s Top 1,000 Financial Advisors

Willie Grové (UBS) – #13 in Ohio
Tim Cornell (UBS) – #25 in Ohio

State of Ohio Excellent Rating (11 Consecutive Years)

Centerville City Schools

National Blue Ribbon School of Excellence

Incarnation Catholic School

Fortune 100 Best Companies to Work For

Erickson Communities

Outreach 100 Fastest-Growing U.S. Churches

Fairhaven Church

HealthGrades Distinguished Award for Clinical Excellence

Miami Valley Hospital of Premier Health Partners

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