Jillian, March 2021
connected with Wendy through LinkedIn and began following her earlier this year. After seeing some of her posts surrounding leadership coaching and employee development, I was intrigued. We scheduled a call and she walked me through my own personal Behavioral Assessment. I was SHOCKED!! I had previously been through a DISC profile, but this was so much better! She shared the tools that the Predictive Index software provides, and I was blown away with the managing reports it provides. Her years of experience has positioned her well to coach and improve team skills in any industry. I would highly recommend her services to any leaders looking to build their team and learn more about themselves and their employees. Thank you, Wendy!
Chris, March 2021
Wendy is a passionate and talented professional who is committed to helping clients and their teams succeed. She developed her coaching and development programs through a combination of 30+ years of experience managing people, teams, and company ownership. I had the pleasure of working with her for over four years and witnessed first-hand how much she cared for, managed, and developed her team and those around her. She has a calm and professional demeanor which creates and builds confidence in those she coaches. I highly recommend Wendy to any company looking to develop teams and promote from within!
Paul, March 2021
Throughout her career, Wendy has successfully navigated businesses and has excelled through tough economic and financial conditions. She has a disciplined, strategic, yet practical approach to solving problems. She understands that it's through her team and their successes that will ultimately result in her company’s success and this approach she now brings to her clients. I had the pleasure of working with Wendy for over 4 years and have come to know her as a collaborative leader who understands the importance of creating and maintaining a great corporate culture and strong unified teams. If you are looking to build on your already talented organization, I would highly recommend Wendy and her team as a trusted advisor.
Dave, May 2020
"Phil is a great addition to the ExecHQ team. Over the course of his career Phil has proven to be a strategic thinker and problem solver. He is a strong leader who puts his staff and his customers first. Phil has many years of experience working with small business and the SBA which is critical knowledge given today’s uncertain business environment. Whether engaged on fan interim or fractional basis, Phil’s years of business experience will be a great asset to any company."
Jeff, May 2020
"What sets Phil apart from others is the tremendous amount of experience he has leading people and managing multiple priorities while working in several different departments. He has made a career of identifying problems and opportunities and then building teams and processes to ensure a positive outcome. You can tell Phil has a passion for learning, he thoroughly enjoys working with people and he always has a positive attitude. Phil is a great asset for any organization."
Margaret, April 2020
"Phil is a strong leader who has the courage to say it as it is! He makes the difficult decisions with kindness and compassion when the situation calls for them. He is clear and composed while delegating directives or planning next steps for the future. He is a leader who motivates the team by listening to all; blends the best of the best, gives credit when due and all this, while adding a bit of humor. I highly recommend Phil to lead any situation to success and it was a pleasure to work as a member of his Senior Management Team!"
Patti, June 2020
Phil has a broad base of leadership experience over several different business lines and significant experience as a senior executive in the financial services industry. As such, he has developed a keen mind for business strategy. He is a collaborative leader who enjoys the challenge of building cohesive teams and elevating those teams to peak performance even in challenging circumstances. Phil has enjoyed the success which comes from understanding how to make all the pieces fit together, acting as a trusted advisor to those around him. He will bring great strength to any organization.
Christopher, May 2020
Phil is a talented and experienced financial services professional. He has worked in virtually all areas of the banking world and through both good and bad economic times. Because of this, Phil is uniquely positioned to help other businesses navigate this challenging environment. He is a strong leader with a proven ability to turnaround struggling organizations. I highly recommend working with Phil.
Katie, December 2020
I had the pleasure of working side-by-side with Wendy for about a year; during which time, I came to know her as a hard-working, dependable, consistent, positive leader. Whatever issue or challenge that came up, she always handled it with the same, unflappable, even-tempered approach (and I have seen her navigate some really challenging situations!). Her clients and her team were always at the forefront of every decision she made, and it’s what motivated her If you are looking for someone who has “seen and done it all”, you will not regret working with Wendy. She excels at assessing the situation, diagnosing the problem, laying out a plan, and mobilizing and motivating a team to achieve their goals.
Larry, November 2020
Wendy is a class act! I have partnered with her on several projects and each time I have found her to be the consummate professional. She listened to my needs and worked with me on tailoring solutions to fit my challenges. Each time she went over and above and exceeded my expectations. If you are looking for a seasoned talent optimization consultant I highly recommend reaching out to Wendy for a conversation!
I have worked with Phil over the past few months and have found him to be very knowledgeable. He is easy to work with and has broad based executive experience which allows him to see issues from various points of view. He takes on new challenges and is quick to develop relationships and builds strong teams. I do not hesitate in recommending Phil as a trusted partner.
Rob, April 2020
I’ve recently gotten to know Wendy and have been impressed with the level of “care” she puts into each of her clients and projects. I’m currently working with her to help us realign my team as we navigate this Covid-19 situation. I had heard the term Talent Optimization but didn’t realize how applicable it was to my company and my team. Thank you Wendy for your help!
Tony, March 2020
"I have known and worked with Phil for over 25 years and am honored to recommend him when it comes to solving complex business issues. He is a visionary leader, a person who through his disciplined approach can cut through the noise surrounding complex business problems and issues all while motivating and inspiring the teams around him to strategically solve those issues in a timely fashion. He is a loyal and tenured leader who leads by example and with integrity. Phil is a tactician, the type that makes the whole better, and everyone around him improves. I expect great things in line for him."
Scott, March 2020
“When Wendy came on board as a consultant, she had an immediate impact on our team. Like many companies, we have a lot of projects and a limited amount of resources; and she took the time to speak with every employee to get a sense of our landscape, our strengths and our challenges. Wendy helped us organize our ideas and implement sustainable processes and procedures to help our team become more efficient. We also asked her to do some 1:1 professional development coaching for some of our first-line managers; and the results were immediate! They loved working with someone who cared not only about our company, but about them as individual contributors! I look forward to continuing having Wendy act in a consultant capacity as we continue to grow and take on new challenges.”
Holly, February 2020
“I am beyond blessed to have Wendy as my coach. She took me through a series of unique questions and assessments and spent a lot of time working through my patterns and skill sets. I worked through a lot of self-limiting beliefs I had about my worth and my career. She is a natural leader, and with her extensive business background, it only makes sense that she is a phenomenal coach. She recognizes the unrealized potential in those around her. Even more important, she helped me see it for myself. Working with Wendy as your coach is the best investment you can make in yourself, and your business!”
Catherine, September 2019
"I have had the absolute pleasure of working with Wendy for the last year. Wendy brought extremely valuable expertise on successful business management to a rapidly growing company that needed structure to guide its continued growth. She helped to implement many processes and strategies to ensure the success of our team and the overall business, led the way to successfully integrate new employees into the team, and fostered communication and cooperation among the various teams within the company. She has brought a positive attitude to many a stressful situation, and generally just made the work experience a great one.
She always has time to help with any question or issue, big or small. She strives to both see and help bring out the best in everyone around her, knowing when to encourage and praise and when to deftly provide constructive feedback. I consider Wendy both a role model, and a professional mentor, and greatly value the personal direction and leadership she has offered since we began working together. Not only do I feel that I have grown professionally under her guidance, but the company has gained valuable structure and sustainable business strategies as a result of her coaching."
Matt, August 2019
"I have had the pleasure of knowing Wendy for a little over seven years. We worked very closely over the span of four years while we were both serving as officers on our Regional Marketing Coop and she served as the Coop President. Wendy was the backbone of this coop; from its inception she took ownership and pride in every digit, every meeting and every situation that arose. We just could not have existed without her. And she now applies those skills as a business advisor and coach!
Since the first moment we started working together, Wendy immediately became a role model for me both personally and professionally. The work ethic, organization, and tact she applies to every task is remarkable. Wendy sets the bar for those around her on a daily basis. She would be a treasure for any organization that she works with."
Steve, August 2019
"I had the privilege of working with Wendy for over 7 years while she owned multi-unit Franchises for our Elements Massage brand; and more recently as a Business Advisor and Business Coach. Wendy is a “rockstar” when it comes to business and leadership. She understands all aspects of business from marketing, to hiring, to training, to HR, to sales, to leadership. Any company would benefit by working with Wendy and it's with great pleasure to formally recommend her."
Jessica, July 2019
I thoroughly enjoyed working with Wendy, and came to know her as a truly valuable asset to our team. She is honest, dependable, and incredibly hard-working. Beyond that, she is an impressive leader who always brings positive energy to the team. Her knowledge of how successful businesses should be run and expertise in customer services was a huge advantage to both of our studios, especially when she created training procedures for our employees on how to work with our clients. She quickly became an extension of our team and always managed to foster positive discussions and bring the best out of others. Without a doubt, I confidently recommend Wendy as a Business Advisor. As a dedicated and knowledgeable leader and all-around great person, I know any company would benefit from working with her.