About Us

Jennifer Goldman

Jennifer is a CFP® with 25 years experience transforming advisory businesses be more profitable and enjoyable. Her proven method of transforming processes, people, and technology have turned practices into thriving businesses. Jennifer's career path included Quality Control specialist at M&T Bank, top rookie at Boston's Smith Barney, Senior Planner at the largest multi family office firm in the 90s, Advisor to angel and venture investors, and Director of Operations at several firms. Jen has been published in Inc Magazine, Tech Tools for Today, Liberated CEO, and spoken at national conferences. Her passion is to teach the methods to business owners through her workshops and consulting. While not working, Jen travels to her native town of Buffalo NY to visit family, is a mom of 2 and wife of one very understanding man, Vice Chair of her Massachusetts town's Finance Committee, and founder of her town's Personal Finance Program for middle school kids.

COO's Operations Team


Apolz Tamayo is our Marketing Implementer and manages the website, MailChimp, social media, online marketing, and much more. Apolz is part of Pepper more details

Virtual Assistants, a team of highly-skilled professionals handpicked for their exceptional talent, high emotional intelligence, can-do attitude, and innovative thinking. Apolz resides in the Philippines and we are thankful for his creative mind, spirit, and can-do attitude.


Renee handles all aspects of accounting for COO and other businesses to monitor and improve the bottom line. Renee comes to us with over 20 years in more details

business and with experience as the Financial Controller for a marketing research firm. She holds a BFA from New York University, resides in NY and coordinates the Midnight Run charity for her church.


Bernard is a CFP®, JD, business strategist, and structure expert for registered investment advisory and financial services provider firms. more details

He consults on legal issues as well as providing business planning advice.

Barney was co-founder of the ARX Funds and was, at various times, the Chief Operating Officer, General Counsel, Chief Compliance Officer and Chief Financial Officer of the Investment Manager. Previously, Mr. Adams was Vice President of Tanager Financial Services Inc., a family-office financial advisory firm where he was Chief Operating Officer, head of a client service team, and responsible for more than 750 million dollars in investments and several executive households. Barney has taught law at Boston University School of Law and at the University of Virginia, School of Law, among other institutions. Mr. Adams received an LL.B. from Yale Law School and an A.B., cum laude and with honors, from Brown University. Barney is a member of the Bar in New York and Massachusetts, the Order of the Coif and a Certified Financial Planner.


Steve is founder of Neoweb, a digital agency based in New York that helps businesses develop and implement digital marketing strategies that address every... more details

facet of business. Steve and his team provide us and businesses with website hosting & CMS recommendations, implementation, design, coding and ongoing updates that are excellent, timely, and extremely accurate.