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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
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CANDACE CLEARY
EXECUTIVE
ASSISTANT
contact
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