Everything we do is driven by strategic thinking to help you get from where you are to where you want to be – therefore, we call ourselves strategists.
My clients are adventurers. They are entrepreneurs who live their lives in fast-paced, competitive environments. It’s my privilege to come alongside them and serve them. I do this by listening, asking questions, and by providing a structured approach to:
- Know who they are as a leader, strengths and weaknesses
- Create a step by step 1 year plan to where they want to go
- From a financial perspective, how to best use their time
- Identify the marketing strategy with the highest ROI
As well as a BS in Business Management, I have a diverse background including computer training, programming, volunteer leadership and of course being an entrepreneur. I started my first business shortly after graduating from college where I automated business processes and saved business owners countless hours. My heart is to pour value into every person I come in contact with in such a way they know they are valuable and what they do impacts the world.
I enjoy time with my family and friends hiking, biking, traveling and eating great food.
Interested in joining the team?
Talk to us to learn more about becoming a LifePoint Advisor.
Amy Goldsmith, AEG Design Company
The sole purpose of AEG Design Company is to bring beautiful, thoughtful design to small businesses all over the country. While food companies are our niche, we have worked with small businesses in various industries on many different projects, including logos, business cards, brochures, billboards, websites, social media skins, labels, packaging, and more!
Sherri Kiarsis, Sublime Creations
Sublime Creations specializes in website consultation, design and personalized training, content/copywriting, search engine optimization (SEO), local & directory listings, web hosting and domain name registration.
Jami Fassett, Up and Up Creative
We are a small, Denver-based agency that specializes in helping nonprofits make a bigger impact and increase their fundraising potential by clarifying their messaging, increasing their awareness, and improving the perception of their professionalism and credibility. We do this through high-quality brand strategy, marketing and design.
Lidi Mocko, Mocko Consulting
Mocko Consulting offers a holistic, client-centric approach to business management software purchasing decisions and implementation.
Until a few years ago, small and mid-size businesses could not afford to purchase robust management software such as a CRM systems. The cost was prohibitive; beyond the initial investment in the software, internal IT staff was necessary for maintenance tasks. However, the landscape of software has changed significantly with the recent advancement of cloud solutions. Now there are multiple options available at a relatively low cost.
Elizabeth Carlson, Lighthouse Bookkeeping
Elizabeth Carlson has 25 years of experience as a full charge bookkeeper including accounts payable, accounts receivable, bank reconciliation and all financials. She has spent the bulk of her career managing, a locally run small business where she managed the financial side of the business as CFO.
Matt Buria, Rubix Consulting, LLC
Numbers are hard. Numbers speak a different language and the true story of your company is told in that language. They are deceptive. They can trick you into a false sense of security or can paint a picture of doom with no way out. From all of that chaos – Rubix can be your translator and give you the power to control what story your company is telling.