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Selected Clients & Projects

Current Business Ventures and NonProfit Organizations
Investor, Board member, Founder, and/or Operator Roles

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Leland House Suites of Durango (Durango, CO)

An upscale, family-owned, boutique inn located in the trendy Second Avenue District of Durango, CO offering eleven suites and your home away from home. Live, work, and play like a local at Leland House. www.LelandHouse.com

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Lola's Place (Durango, CO)

A community gathering spot that provides healthy food, beverages and beautiful event space for Durango locals, visitors to Durango, and guests of the Leland House Suites. www.LolasPlace.com

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PineSpire, LLC (Durango, CO)

PineSpire provides unmatched total solutions in the energy & sustainability spaces. PineSpire is focused on helping our customers lead the charge in low carbon fuels through vehicle electrification and the data behind it. www.PineSpire.com

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XpertDox (Birmingham, AL)

XpertDox is a software company on a mission to disrupt the medical coding process through a proprietary software product called XpertCoding. XpertCoding is an AI-powered medical coding software that automates the coding process. www.XpertDox.com

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The Transformative Learning Center, LLC (Durango, CO)

The TLC is a place where research meets practice in the areas of leadership, wellbeing and transformative change.

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Braeburn, Inc. (Durango, CO and West Java/Borneo, Indonesia)

A not-for-profit organization partnering with a family from a remote village in Indonesia (about 70 people) to equip them with the education, life skills, and social capital necessary to move toward economic self-sufficiency and a higher quality of life. www.BraeburnFamily.org

Past Business Ventures and NonProfit Organizations
Investor, Board Member, Founder, and/or Operator Roles

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Fluidic Energy, Inc. acquired by NantWorks, Inc. (Global)

Fluidic Energy is a start-up spun out of Arizona State University that combines technology and nature to deliver reliable, affordable green energy to everyone. Fluidic Energy manufactures and sells systems for energy storage applications ranging from rural electrification to critical back up power and has strong ties throughout the U.S., Latin America, Asia, and Africa.

NantWorks is a multinational conglomerate holding company with a mission to deliver on the true promise of the Cognitive Age via renewable energy solutions, evidence-based healthcare solutions, and solutions for discovering, implementing, and sharing knowledge.

  • Owner / operator

  • The Organizational Development partner to Human Resources for over ten years

  • Executive coaching and advising with Founder, Board of Directors, C-suite, most salaried employees, some supervisor-level nonexempt employees

  • Recruiting / interviewing of most professional, salaried roles including five CEO transitions

  • Leadership team coaching with C-suite including forming a global, virtual, self-directed executive team during transition in majority shareholders and new funding round (via directive from Board of Directors)

  • Development and delivery of cultural onboarding program to over 40 new employees in a two-year period

  • Development and roll-out of 360 assessment process

  • Offboarding and executive transition coaching for C-suite

  • International cross-cultural training

  • Talent assessment, talent management, succession planning

  • Administration of assessments; leadership & team development

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Electric Torque Machines, Inc. acquired by Graco, Inc. (Global)

ETM is driven by the fact that 40% of the electricity generated worldwide is used solely to power electric motors. ETM is making a positive impact on the world by delivering the most affordable, efficient drive solutions for a broad variety of applications.

Graco, Inc. is one of the world's leading manufacturers of fluid-handling and fluid managment products. Graco pumps peanut butter into your jar, and the oil in your car; glues the soles of your shoes, pours the glass in your windows, and pumps the ink onto your bills; sprays the finish on your vehicle, coats your pills, and sprays paint on your house and texture on your walls. Graco, Inc. has been a part of your daily life for more than 90 years.
 

  • Owner / operator

  • Organizational Development 

  • Executive coaching and advising with Founder, CEO, Board members, site Director, and key employees

  • Led organizational resilience program and developed sabbatical program

  • Organizational values clarification & organizational culture

  • One-on-one executive coaching with key employees

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Xyron, Inc. acquired by Esselte Corporation (Global)
 

Xyron designs and manufacture innovative products for the craft, education, and creative professional markets.

Esselte is one of the world's premier manufacturers and marketers of office products and business supplies with subsidiaries in 25 countries and sales in over 120 countries.

 

  • Owner / operator

  • Executive coaching and advising with Founder, CEO, C-Suite, Board of Directors

  • The Organizational Development partner to Human Resources for eight years

  • Recruiting / Interviewing / Hiring

  • Organizational vision, mission, strategy

  • Development and delivery of onboarding program

  • Developent and roll-out of multiple training programs globally

  • Talent assessment, talent management, succession planning

  • Development of educational product demos & train-the-trainer demos

  • Demos of products at craft stores, trade shows, schools, and on television via QVC in London

  • Company Values Re-clarification exercises (multiple times over a 10-year period as the organization evolved, expanded, and matured)

  • Global leadership development

  • Development of strategy and educational materials for acquisition

  • Esselte cultural integration - Led the Cultural Transformation & Integration Team

  • Development and roll-out of 360 assessment process

  • Administration of assessments; employee & team development

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I Remember When (Portland, OR) acquired by Xyron, Inc.

 

I Remember When is a direct sales scrapbooking and crafts company.

  • Executive coaching and advising with Founder and leadership team

  • Organizational & leadership development

  • Planning and execution of annual Leadership Development Conference

  • Acquisition transition

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Clear Blue, Inc. (Global)
 

Clear Blue is a software development start up company.

  • Owner / operator

  • Executive coaching and advising with Founder, C-suite, and Board of Directors

  • Organizational development

  • Administration of assessments; employee & team development

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The Educational Adventures Company (Global)

The Educational Adventures Company designs tours with local guides that immerse global travelers in local culture, art, food, education, religion, and day-to-day life.

  • Owner / operator

  • Advising on all aspects of company

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emagineGreen, LLC (Scottsdale, AZ)

emagineGreen is a manufacturer and distributor of educational programs and consumer products for sustainable living.
 

  • Owner / operator

  • Founder and CEO for over five years

  • Oversaw all aspects of company

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Phoenix Sleep, Inc. / Arete Sleep Health, Inc. (Phoenix, AZ)

 

Arete Sleep Health provides sleep lab and respiratory products and services.
 

  • Owner / operator

  • The Organizational Development partner to Human Resources for over five years

  • Strategy & annual business planning

  • Executive coach and advising to Founder, C-suite, Board of Directors, and Dr. Michael Breus (aka The Sleep Doctor)

  • Organizational culture

  • Development and delivery of operational excellence workshops & six sigma training to reduce waste, reduce cost, increase quality, and increase customer satisfaction

  • Leadership development

  • Administration of assessments; employee & team development

  • Talent management, succession planning

  • Executive transition coaching

  • Family business consulting

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Women's Resource Center (Durango, CO)

The Women's Resource center is a not-for-profit organization advocating for the personal empowerment and economic self-sufficiency of women and girls in LaPlata County, Colorado.

 

Volunteer work on the Board of Directors:

  • Board of Directors (three years), Board President (one year)

  • Strategy, program development, fundraising

  • Organizational assessment and development

  • Board recruitment, training and development

  • Executive coaching wtih Board of Directors

 

Volunteer work with staff:

  • Organizational leadership & development

  • Administration of assessments; employee & team development

  • One-on-one executive coaching with Executive Director

 

Chair, MicroLoan Program

  • Chair of program that administered loans from $1,000 - 15,000 to women-owned small businesses in LaPlata County

 

Founder and Chair, Professional Coaching Program

  • Program design, development, and operations

  • Grant-funded programming

  • Executive coaching and advising to professional women and business owners in La Plata County

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Shanta Foundation (Durango, CO and various locations in Myanmar)
 

A not-for-profit based in Durango, Co that is helping poor, rural villages in Myanmar become self-sufficient and thriving communities

 

  • Board of Directors

Past Consulting Clients
Strategy, Executive Coaching, Leadership Development, Organizational Development

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StoneAge, Inc. (Global)
 

StoneAge, Inc. is one of the world’s leading manufacturers of high-pressure waterblast tools and automated equipment for industrial companies and contractors worldwide.
 

  • Executive coaching and advising with C-suite for over five years

  • Board of Directors transition coaching

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Local News Network (Southwest U.S.)
 

The Local News Network is a broadcast, media production and distribution company serving the southwestern United States.
 

  • Strategy

  • Funding

  • Executive coaching and advising with C-suite

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Founder Advisors (Global)
 

Founders Advisors is a merger, acquisition & capital solutions firm serving middle-market companies looking to sell, grow or acquire a business.
 

  • Strategy

  • Funding

  • Executive coaching and advising with C-suite

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Leadership Smarts (Global)
 

LeadershipSmarts provides world-class leadership development and coaching services proven to improve overall business performance.

  • Strategy

  • Executive coaching and advising with Founder

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Growing Spaces, Inc. (Pagosa Springs, CO)
 

Growing Spaces manufactures and distributes greenhouses and growing domes.

  • Strategy

  • Executive coaching and advising with Founders and leadership team

  • Family business coaching

  • Organizational culture

  • Leadership development

  • Communication skills and conflict resolution

  • Administration of assessments; employee & team development

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Green Park Store, LLC (Durango, CO)
 

Green Park Store distributes residential and commercial outdoor furniture made from recycled milk jugs.
 

  • Strategy

  • Executive coaching and advising with Founder

  • Administration of assessments; employee & team development

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eDonor, Inc. / Blood Hub (Phoenix, AZ)

eDonor is a software development company for the blood donor industry.
 

  • Strategic partner for over five years

  • Executive coaching and advising with Founders and C-Suite

  • Family business coaching

  • Financial modeling

  • Organizational and leadership development

  • Teambuilding

  • Administration of assessments

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Tignum, Inc. (Europe)
 

Tignum upgrades the human performance of business professionals and their teams so they can expand the value they create at work and away from work.

  • Administration of assessments; employee & team development

  • Recruiting / Hiring

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Athletes Performance & Core Performance, Inc. (Tempe, AZ)
 

Athletes Performance is the global leader for integrated performance training, nutrition, and physical therapy for professional and amateur athletes.
 

  • Sales strategy

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YogaDurango (Durango, CO)

YogaDurango is Durango’s community yoga center.

 

  • Strategy & executive coaching though transition of company ownership (Founder and leadership team)

  • Developed and taught “The Business of Yoga” module as part of 200-hour yoga teacher training programs

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K-Lea Gifford Yoga (Durango, CO)

K-Lea Gifford Yoga is an independent yoga studio providing group classes, one-on-one instruction, teacher training, and retreats in India.

  • Executive coaching and advising with Founder
     

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Lily Russo Yoga (Durango, CO)

Lilly Russo Yoga is an independent yoga studio providing classes, teacher training, and retreats in Costa Rica.

  • Developed and taught “The Business of Yoga” module as part of a 200-hour yoga teacher training program

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Whole Health Lab (Durango, CO)

Whole Health Lab, is a health/nutrition and yoga company with programs based on the 3 main pillars of health: clean eating, daily movement, and stress management.

  • Organizational leadership & development

  • Executive coaching and advising with the Founder

  • Financial modeling

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Hope Chiropractic and Yoga (Durango, CO)

Hope Chiropractic provides gentle chiropractic treatments combined with holistic therapies to ensure optinal wellness.

  • Strategy

  • Executive coaching and advising with the Founder

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Grenadier Financial (Durango, CO)

Grenadier Financial provides sustainably-focused investment managment and finacial planning services.

  • Executive coaching and advising with the Founder (Durango branch)

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Tafoya Barrett and Associates (Durango, CO)

Tafoya Barrett and Associates is a progressive certified public accouning firm specializing in tax and financial planning services.

  • Executive coaching

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Athena Communications, LLC (Durango, CO)

Athena Communications is a Colorado-based marketing, graphic design, website design, branding, and logo design firm.

  • Strategy

  • Executive coaching and advising with the Founder

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Fusion Interiors (Durango, CO)

Fusion Interiors offers a team of multi-talented, creative, and business-minded professionals who are passionate about design. They provide sustainable interior design solutions for new construction and remodeled homes and commercial spaces.
 

  • Growth strategy & new business evaluation

  • Executive coaching and advising with Founder

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Dominic Martinez Interior Design (Tempe, AZ)

Dominic Martinez Interior Design provides contemporary interior and exterior desgin services.
 

  • Executive coaching and advising with Founder

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Colorado Small Business Development Center (Durango, CO)
 

The Colorado SBDC is dedicated to helping existing and new businesses grow and prosper in Colorado by providing consulting and training programs.
 

  • Strategy, executive coaching and advising with several Founders of various start-up companies and small businesses for over six years (note: multiple individual businesses served are not included on this client list)

Durango Chamber of Commerce (Durango, CO)
 

The mission of the Durango Chamber of Commerce is to enhance community businesses and the overall viability of the local economy

  • Leadership development

  • Team building

TEDx  (Durango, CO)
 

TED Conferences research and discover ideas worth spreading.TEDx brings the spirit of TED to local communities around the globe.

  • TED talk curation

  • Led research / fact checking efforts

  • Speaker coach

Fresh Thymes Eatery & Marketplace (Boulder, CO)
 

Fresh Thymes Eatery and marketplace offers award-winning vegan, vegetarian, and grain-free meals and baked goods.

  • Strategy

  • Executive coaching and advising with Founder

Avila's El Ranchito (Southern California)
 

Avila's El Ranchito is a chain of 13 authentic Mexican restaurants in southern California.

  • Executive coaching and advising with Founder

Crafter’s Home (Scottsdale, AZ )
 

Crafter's Home is the largest group of independent scrapbook and paper craft retailers in the world.

  • Executive coaching and advising with Founders and leadership team

  • Development of affiliate training program

Kita Korp (Scottsdale, AZ)
 

Kita Korp provides children’s books and life skills workshops.

  • Executive coaching and advising with Founder / Author

Many Professional Coaching Clients

Life coaching, Health Coaching, Creativity Coaching, etc. (Private practices)

  • Strategy, business planning

  • Financial modeling

  • Development and pricing of product / service offerings

  • Executive coaching and advising with Founders and leadership teams

  • Organizational development

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