About Us
Our mission is to empower clients and learners with a consistent, repeatable decision process—turning financial confusion into confident, lifelong wealth-building.
We deliver our mission by providing decision-making and financial education resources. Our services include entrepreneurial and strategic services. We help people achieve conviction in their confidence with a consistent, repeatable decision process.
Our Story
Our foundation is our people and their commitment to decision-making and financial education. The changing, information abundant world means information is more available than ever. Information is not always clear and sometimes deceives. Our focus on decision-process and decision clarity provides confidence by building decisions from the inside out.
Meet The Team
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Our Advisory Board
Dr. Paul Bennett
CEO & Founder of DecisionMap Wealth Management
Stu Damon
Co-Founder, Principal Owner, SRG Concepts
Jeff Dato
EVP & Chief Operating Officer, Volunteer Corporate Credit Union
Pedro Goitia
Board Member, Capital Impact Partners and CDC Small Business Finance, Retired KPMG Partner
Tom Kavanagh
Co-founder & Director of Growth, Fulcrum Properties Group
Alicia Margoles
National Account Director, Merck & Company
Chris Repetto
Retired School Board member, Rye City School District (NY)
John Sammarco
President, Definitive Business Solutions, Inc
Lisa Whetzel
Executive Director at Britepaths (Retired)
Daryl Wieland
Partnership Director at Palantir