Advisors

  • Adrienne Lewis

    Principal, The Lewis Consulting Group

    Alan Schulman

    Vice President, The Meltzer Group

  • Becky Briggs

    President, Our Gift Biz

  • Bill Rozek

    Embrace Home Loans

    Brian Vaughn

    CEO, ShipShape IT

    Chris Tully

    President | Lock & Coldspring, LLC Powered by Sales Xceleration

    Jim McAndrews

    Gryphon Diesel Engines, LLC

    John Kolm

    CEO, Team Results USA

    Ken Fischer

    CEO, Atigro

    Lane Hornfeck

    Litigation Attorney

  • Matt Lescault

    Lescault and Walderman

  • Ned Armstrong

    Capitol CFO Solutions

    Patrick Carroll

    President and Founder, Obsidian Business Solutions

    Patrick Nolan

    President, IT Services Group

    Rick Kelly

    VP, AMR Commercial Real Estate

    Ronald K. Wills

    CFO, GlobalCEO Solutions

    Sarah Cato

    CEO, First Financial Group

Adrienne Lewis

Principal, The Lewis Consulting Group

With more than 25 years of experience as a human resources (HR) professional, Adrienne Lewis has held senior management positions at companies in the commercial, government contracting and association (non-for profit) business sectors and has a unique combination of successful business experience, operations/line management and human resources experience.

Alan Schulman

Vice President, The Meltzer Group

Alan Schulman is a consultant at The Meltzer Group, a leading diversified comprehensive insurance brokerage and advisory practice specializing in life insurance, health and welfare services, retirement plan consulting, property & casualty insurance, and wealth management. Alan stated his career in 1980 as a Certified Financial planner and transitioned into the insurance industry in 1988 to work with company owners on their employee benefits. Alan is licensed in health, life, long term care and all lines of business insurance, and assists C suite executives in creating and preserving wealth and a secure retirement. executive

Specialties

BUSINESS INSURANCE, PERSONAL & BUSINESS WEALTH MANAGEMENT, employeebenefits;retirement planning

Becky Briggs

President, Our Gift Biz

I founded Our Gift Biz, a boutique gift business, to fill a void in the gift industry and to simplify the process of gift-giving. I understood I had a talent for making this task easy and seamless for them. My company thrives as gift central to hundreds of companies, organizations, and individuals that need something unique without the added hassle of locating, designing, wrapping, and presenting it.

For 18 years, we provided thoughtful and extraordinary gift selections to our clients where refinement, style, and expertise proved those are the fundamental components of our mastery in the gift-giving industry.

  • 804-516-9103

Bill Rozek

Embrace Home Loans

Brian Vaughn

CEO, ShipShape IT

Brian Vaughn is both President and Co-Founder of Shipshape IT. Brian manages operations, business development and strategic relationships for the company. Over the past two decade, he has grown more than one organization from relatively modest beginnings to achieve both market prominence & scale.

A firm believer of the symbioses between long-term clients and long-term employees, his methods have achieved retention for both of these critical resources, to make businesses successful on several levels.

  • 301-941-1444

Chris Tully

President | Lock & Coldspring, LLC Powered by Sales Xceleration

Chris is founder and President of Lock & Coldspring LLC, a sales consulting firm focused on dramatically growing its customers’ top line revenue utilizing the proven Sales Xceleration platform. Lock & Coldspring provides its clients with a comprehensive sales strategy, an integrated sales process, and an effective sales execution plan. As a fractional VP of Sales, Chris helps businesses achieve breakthrough sales growth, discipline, and accountability.

Prior to founding Lock & Coldspring, Chris spent 25 years leading sales and customer service organizations ranging in size from 10 people to over 400 people, with revenues from $5M to over $1B. He has worked as an individual contributor, front line sales and marketing operations manager, and executive sales leader in several very different industries and business segments.

This experience enables him to quickly assess your current sales team and sales practices, and recommend adjustments where needed. He will design and implement your sales team’s growth infrastructure including developing revenue projections, hiring plans, customized compensation strategies, CRM selection and integration, forecasting and management processes, defined sales process, sales reporting and much more. This will free you up to focus on key strategic initiatives – things that only you can do.

Chris lives in Northern Virginia with his wife Susan. He was raised in the Washington DC area, and holds a Bachelor of Arts from Georgetown University. He has two adult children, and with his family is a member of Reston Bible Church in Sterling, VA.

Jim McAndrews

Gryphon Diesel Engines, LLC

James P. McAndrews III is part-time Chief Financial Officer for Gryphon Diesel Engines, LLC, a Maryland-based start-up company that is developing a new patent-pending design for a new diesel engine that uses 80% less fuel for the same horsepower produced, with near zero pollutant emissions. Mr. McAndrews also provides accounting and financial management services as an outsourced CFO for Foresight CFO for clients seeking rapid growth. Before joining Gryphon and Foresight CFO, Mr. McAndrews was the Managing Partner of the Mid-Atlantic and New York Metro area offices for Tatum, a Randstad company, providing clients with hands on strategic, financial and technology leadership with experienced executive level professionals in 10 offices nationwide.

Prior to rejoining Tatum in 2012, Mr. McAndrews was the Senior Vice President, Finance over the Tax and Records Management departments at HealthSouth Corporation in Birmingham, AL. Prior to joining HealthSouth Corporation in September 2005, Mr. McAndrews was at Freddie Mac in McLean, VA, serving as Vice President, Finance, and Vice President, Corporate Tax and Tax Counsel. In 1985, he joined that firm to establish its corporate tax function, as the then $16 billion company first became subject to federal income tax. Mr. McAndrews began his career with Arthur Andersen & Co. in Washington, DC. He is admitted to the Bar in DC, Pennsylvania and Virginia, and he has CPA certificates in DC and Virginia.

Mr. McAndrews has had substantial community involvement experience in leadership roles, especially in several Catholic schools and education organizations, and with the Leukemia & Lymphoma Society, including Co-Chairing the 1999 and 2000 Leukemia Balls in Washington, DC. He is married with five children and lives in Arlington, VA.

Specialties
Specialties include: accounting, auditing, business development, consulting, customer relations, finance, financial planning, financial statements, innovation, legal analysis, mentoring, process engineering, project management, real estate and mortgage finance, reporting, Sarbanes-Oxley process controls, strategic planning and analysis, tax planning, tax compliance and tax audit/appeals controversy resolutions.

John Kolm

CEO, Team Results USA

John Kolm is CEO of international workplace training firm Team Results USA, an innovator of 21st century team retreats, a best-selling author, and a former intelligence officer. Since 1996, his combined expertise in team dynamics, psychology, math and intelligence has led his company, Team Results, to become a leader in team productivity programs on four continents. John and his team specialize in simulation-based leadership programs based on modern ideas and science, with a focus on measurable behavioral change. With offices in Potomac, Maryland, and Melbourne, Australia, John’s firm of around 20 people runs high performance retreats anywhere in the world for organizations such as Pfizer, IBM and Toyota, and for U.S. agencies including the State Department, Homeland Security and the FDA. In 2004 he and a colleague wrote a global best-seller on success and leadership at work, Crocodile Charlie and the Holy Grail, published by Penguin in seven languages and fourteen countries including the U.S. A sequel will be published next year. John is a graduate of the University of Melbourne and the U.S. National Cryptologic School. He lives in Potomac, MD with his wife and son.
Specialties
team and leadership development;serious gaming;team simulations;team retreats

Ken Fischer

CEO, Atigro

My passion is helping organizations and businesses — like yours — to reach their goals using practical digital marketing tools and services. A dynamic and compelling online experience happens when websites, social media, and SEO, support each other in a digital marketing ecosystem. At Atigro, we merge marketing with technology, for a solution that actually achieves your objectives.

Specialties: Search Engine Marketing, Search Engine Optimization, Website Development, E-commerce, Mobile Application Development, Content Management Systems

Lane Hornfeck

Litigation Attorney

Lane Hornfeck has been referred to as a “polite pit bull.” A creative yet shrewd thinker, Lane distills complex legal and factual issues quickly and sets up the chessboard strategically to provide her clients with needed leverage to resolve disputes efficiently and cost-effectively, where possible, and to protect her clients’ bottom line. Many of Lane’s corporate clients rely upon her strategic advice and planning to guide them through complex bet-the-company litigation and overall risk management. In doing so, Lane has been recognized by her peers and has received the AV-Preeminent Rating from Martindale-Hubbell and named to the Super Lawyers Hawaii list.

Lane’s commercial litigation practice focuses on complex business and corporate disputes, real estate and construction litigation, mechanic’s lien litigation, mold litigation, hospitality-related representation, finance and fiduciary litigation (disputes involving trusts, estates, wills and probate), antitrust and trade practice litigation, class action defense, appellate litigation, and alternative dispute resolution, among others.

Of Counsel with Shulman Rogers, Lane is a member of the Commercial Litigation Group.

REPRESENTATIVE MATTERS

  • Secured defense summary judgment in consumer trade practice class action litigation seeking multi-million-dollar judgment and involving after-market car product producers.
  • Successfully assisted in resolving construction and design defects dispute involving over 20 construction and design defects and pervasive mold in high-rise hotel tower, resulting in sufficient recovery to remediate and repair entire building.
  • Secured defense verdict in less than one hour of deliberation in federal court jury trial involving ADA claim and use of a Segway on hotel property.
  • Secured appellate reversal of multi-million-dollar tort and punitive damages award involving tortious interference claims.
  • Successfully represented electrical utility provider through evidentiary hearing, defeating claim for injunctive relief involving removal of residential trees by area electrical utility provider.

Matt Lescault

Lescault and Walderman

Ned Armstrong

Capitol CFO Solutions

Patrick Carroll

President and Founder, Obsidian Business Solutions

“No matter what happens, individuals want their families’ financial security protected. Helping them achieve that peace of mind is why I love what I do.” That’s how Patrick Carroll, founder of Obsidian Planning Solutions, describes what drives him today and has for the past 30 years.

In that time, Patrick has developed a holistic approach to planning that begins and ends with a person’s life goals. He helps business owners protect and grow their companies while synchronizing their personal financial, business and estate plans. “I believe that integrating all plans is the only way for owners to achieve the goals they set for their businesses, their families and themselves.”

When Patrick works with owners to grow their businesses, he always keeps an eye on their future business exits—exits that happen by design, death or disability. To create the best possible outcomes, Patrick draws on his extensive training in business valuation issues, tax-minimization strategies, business value-building practices, business continuity plans, and estate plan designs for business owners.

Patrick is the author of Tame Your Money Elephant(Apple Ridge Press, 2016) and creator of The Lifestyle Protector ProcessTM. This proprietary process puts individuals on a path to enjoying life to the fullest. As a recognized expert in exit planning (he has earned the prestigious Certified Exit Planner designation), Patrick speaks to audiences of advisors and owners about the importance of inserting an owner’s personal financial planning into the business exit planning process.

After a childhood spent living in some of the world’s hotspots (Hungary, Iran, Burma (now Myanmar) and Laos), Patrick returned to the US to earn a bachelor’s degree from Virginia Tech. He subsequently received his Certified Financial PlannerTM (CFP®) designation and Master of Science in Financial Services degree from The American College Of Financial Services.

Patrick and Julie, his wife of 30+ years, share a love of adventure. They have visited numerous countries for both business and pleasure and have launched two daughters. They are members of the DC chapter of Le Bailliage du Greater Washington, part of the Confrérie de la Chaîne des Rôtisseurs. Together, they participate in the club’s activities celebrating fine cuisine.

Patrick Nolan

President, IT Services Group

Patrick Nolan is President of IT Services Group, Inc a Washington DC based IT consulting firm. With over 20 years of industry experience in IT Products and Services, Patrick and his team are adept at taloring technology for your busiess, reducing overall costs, and assisting you in achieving your companies big picture objectives.

Specialties
BUSINESS TECHNOLOGY ASSESSMENT AND STRATEGY,

Rick Kelly

VP, AMR Commercial Real Estate

I provide a full range of commercial real estate services to my clients, including buyer and seller representation, tenant and landlord representation, management services for small properties, and general real estate consulting services.

Specialties: Buyer and seller representation on commercial investment properties.

  • 301-961-3636

Ronald K. Wills

CFO, GlobalCEO Solutions

Ron Wills is a seasoned executive with CFO, COO and Board Member experience in a variety of industries with specialties in Restructure and Turnaround management; Financial Reporting and ERP systems; Technology Implementation and Operational re-engineering.

  • Proven record in rebuilding and revitalizing organizations with strong track record in acquiring new clients, managing successful teams across organizational divisions, managing regulatory and human resources and implementing new IT and core technology.
  • Worked for leaders in the finance industry including the founder of MBNA, the third largest credit card issuer in the world and president and executive staff of the largest regional bank in Maryland.
  • Streamlined the consolidation and sale of $2.3B in assets for the Resolution Trust Corporation SPECIALTIES: Restructuring and Turnaround Management
  • Financial & Strategic Planning and Budgeting
  • Family Business Strategies, Succession, & Transitions
  • Resource Maximization
  • IT Systems and Core Technology Management
  • Project Management
  • Risk Management and IT Systems Security
  • Product Development & Design
  • Strategic Alliances & Partnership Building

Specialties
OPERATIONS AND FINANCIAL RE-ENGINEERING, BUSINESS BRANDING & STRATEGY ALIGNMENT, BUSINESS TECHNOLOGY ASSESSMENT AND STRATEGY, ACCOUNTING, FINANCIAL ANALYSIS & CFO SERVICES, BUSINESS DEVELOPMENT & SALES EFFICACY, Change Management; CEO Advisory; Peer Group Facilitation

Sarah Cato

CEO, First Financial Group

Having developed and/or served as the CEO of 4 mid-market companies prior to becoming a Financial Advisor over 16years ago, I believe that only by understanding and integrating one’s financial strategies from a 360 degree perspective, can the best possible outcome be achieved.

Because their most important asset is usually their business, this holistic view is particularly important in helping my business owner clients achieve optimal financial security. Protecting and enhancing equity and turning it into cash at the right time can often mean the difference between a secure financial future and a future filled with worry. My responsibility is to help my clients ensure their maximum wealth potential through strategic design, not just product selection. My 360 degree process examines each aspect of a client’s financial picture inclusive of their business, integrating each area into a well-coordinated strategy, unique to achieving their goals and values. Working with my clients and their professional advisors, I help them reduce costs, design tax strategies, reduce financial plan risks, and help bring financial balance, now and in the future.

My clients include:

  • Business owners and entrepreneurs
  • Medical and Legal Professionals
  • Executives
  • CPAs and Attorneys

Workshops upon request:
Business Exit Planning – Process & Strategies
Retirement Income Planning, Social Security Strategies,

  • CPA-CPE Sessions
  • Business owner, executive strategy sessions/customized
    topics

Specialties: Business Exit Planning, wealth protection, wealth accumulation, retirement income planning, business succession design/execution, executive and key person benefits design/implementation, business risk management