top of page

SHIFT
TO WHAT IS
POSSIBLE
We empower business owners to grow and preserve their business across multiple generations.

HOW WE WORK

When a client is facing a big decision, there can be fear in making a mistake. We shed a light on the unknown, evaluate blind spots and map out the future.


CONTACT
US

​ELIZABETH TELEKI, MA, FEA
PRESIDENT
ADVISOR

DAVE MCLEOD
BUSINESS
ADVISOR

DARRELL WADE, FEA

MIKE D'ALESSANDRO, CFP, FEA
PARTNER
FAMILY ENTERPRISE
ADVISOR
MANAGING PARTNER
ADVISOR
.jpg)
CANDACE CLEARY
EXECUTIVE
ASSISTANT
contact
bottom of page