Our Origin Story

Jenny started her career in human resources after graduating Summa Cum Laude at Sacramento State University, earning her Masters in Business Administration, with a focus in Human Resources. In addition, she also holds her Senior Professional in Human Resources Certification (SPHR). With over 15 years in the industry, she has held executive Human Resources positions, bringing business experience from Fortune 500 companies in the healthcare, transportation, gaming, and other various industries. For the last decade, she has worked as a Human Resources Consultant, providing advice and counsel to small to medium-sized businesses throughout the United States to address concerns that arise at various stages of the employment relationship. This includes recruitment and retention strategies, policy development, performance management, investigations, and termination consultation. She has successfully represented companies in responses to various agencies, including discrimination claims from the Equal Employment Opportunity Commission, wage and hour issues from the Department of Industrial Relations, sexual harassment claims from the Department of Fair and Equal Housing, and unemployment claims from the Employee Development Department. Her pragmatic approach ensures a fine balance between compliance and obtaining organizational objectives. Areas of expertise include developing strategic HR objectives, leadership development, talent management, policy design, employee relations, and wage and hour compliance.

Mike was raised in a six-generation family wine business locally in the Central Valley of California. He graduated from Multnomah University in Portland, Oregon with a major in Speech Communication and Business Administration. After personally experiencing the challenges with family organizations and the implications of proper planning, he pursued building a business to help families like his own. Mike then started his own agency as a financial and insurance advisor with a focus on tax strategies, business succession and estate planning. He earned his designation as Life Underwriting Training Council Fellow (LUTCF) through The American College. Mike also served his industry as as one of a past President of the National Association of Insurance & Financial Advisors (NAIFA). For the last 2 decades, he has served in the business community as a sought after consultant for scaling start ups and businesses who have hit inflection points needing to turn their companies around. After working for a large publicly traded PEO on their management team, Mike has consulted hundreds of companies and coached these business owners in organizational development, leadership, brand development, business continuation and exit strategies, risk mitigation, conflict management, roadmapping business plans and strategic whiteboard sessions that been the catalyst for exponential growth. His relationship-first approach has earned his reputation in the business community as not just a consultant, but a trusted advisor that is deeply engaged in the well being of his clients. Mike’s areas of expertise include strategic planning, organizational development, leadership coaching, communication, business continuation planning, market and margin improvement, brand restructuring, negotiations and quarterbacking tax and legal teams. His diverse background in business, insurance, finance and strategic planning has positioned his role as a key advisor for our clients.