General

What an amazing morning with 600+ friends & colleagues! Don Yaeger inspired us with “The New Science of Momentum.”His challenge: How does a single moment turn into momentum? My top takeaways: What did you most like?

What an amazing WATT meeting today! Julie Hinman inspired us with her journey — from 1st generation college & doctoral graduate, to years in ERs and hospitals, to creating her own whole-health wellness practice (SOAL Wellness). Michell Brown shared powerful client success stories and led us in a calming breathwork moment. Ginger Clayton wowed… Read More »Inspired Together 

You think your 401(k) is fine. The buyer thinks it’s fine. The due diligence team starts digging… Surprise — errors going back years pop up. Why? Because payroll systems and 401(k) systems speak different languages — and no one’s translating. True story: These errors lurk under the surface until they show up in:… Read More »Hidden 401(k) Problems That Can Wreck a Sale

This week my family is traveling to Missouri for the Rosary, funeral, and time together as we say goodbye to my Uncle Bernard. He was truly an angel on earth. Over 31 years ago, after my Dad had endured a year of dialysis while waiting for a donor, my uncle… Read More »Life Well Lived

Great night at the ProVisors Summer Social! We had an incredible private tasting at Carlson Creek—a reminder that small group gatherings spark the best conversations and strongest relationships. Business grows when trust grows. Last night we shared ideas, tips, and future opportunities with great people—Rachel Durkot, Adam Ademola, Scott Boyer, Adam, Amy Gibson, Claire… Read More »Wine, Wisdom, & Connection

At the Integro Bank CEO Club’s Tech Summit, the room was packed for one reason: business leaders are both excited and anxious about AI. The all-women panel — Minky Kernacs, Rebecca Clyde, and Dara Gibson — moderated by Steven G. Zylstra, reminded us: My takeaway: The future belongs to leaders who view… Read More »AI & Cybersecurity: Friend or Foe?

What an amazing WATT meeting today—one filled with purpose, insight, and heart. We began with Annmarie Haenfler, who transported us across continents—from Germany to Australia, Norway, Italy, Denmark, South Africa, Nigeria, and finally the U.S. Her journey from lawyer to entrepreneur was inspiring. Her guiding wisdom? First understand the culture,… Read More »Rooted in Purpose, Lifted by Connection

Grateful for another vibrant morning with my amazing WATT sisters! Ginger Clayton kicked things off with a warm welcome to our returning member, Michell Brown—what a fun surprise to learn she’s married to Bennett (yes, that Bennett)! Elaine Ferguson took the floor next to debut her company’s refreshed brand identity, beautifully brought… Read More »WATT-Fueled Joy Real Connection, Real Impact

This Morning’s ProVisors Meeting = Trust in Action Testimonials. Thank-yous. PayDays.When members consistently refer each other, you know the trust is real. Shout-out to Charl Riggs for the best testimonial to Scott Boyer — and scoring a PayDay! We also stared our client case study series — real stories, real problems, and how we fix them.… Read More »Trust in Action