
Marit Peters
HR & Strategic Planning
Mallory understands that each agency is unique. No matter how big or small, she’ll help agencies improve operations, enhance customer experience, and mitigate E&O risk.

Jason Sabo
Workforce STRATEGY
Sales, operational & workforce, strategic and financial management strategies are Jason’s jam.

Carey Wallace
VALUATION & PLANNING
Agencies invest in tech, human resources, marketing & sales to compete and grow. Carey can help you weigh those investments their impact on your value & future.