What others say about working with Steve
I met Steve when we partnered with his prior employer to relaunch a software product in response to a regulatory change. When writing requirements, Steve kept the customer experience top of mind, helping to ensure we made the software simple to use as well as compliant. The relaunched software provides users an intuitive, streamlined process on complex subject matter, and has resulted in great market adoption. In addition to his insights during development, Steve has been one of the most productive team members in selling the application. I highly recommend Steve.
John Faustino
S&P 500 Financial Technology Executive
I’ve worked with consultants my entire career, including many who focus on detailed process mapping, emphasizing handoffs. Steve uniquely connects the workflow to the purpose behind it, helping each team member realize how, and how much, their role matters. Steve doesn’t just focus on the process; he also learns about and connects with the people, driving adoption and engagement. We onboard new customers more easily because we practice before the first one shows up.
Annie Messer
Financial Service Executive
During our first meeting I was impressed with how quickly and clearly Steve understood our business model. Steve asks the right questions to help you move forward, while making you feel like you knew the answer all along. With Steve’s insight, we changed pricing strategy at one of my companies, and grew revenue for many years.
Mark Henson
Serial Entrepreneur, Author, and Voice Over Actor
Steve has a unique ability to simplify challenging processes, breaking them into practical steps that lead to action. He is an exceptional listener who asks thoughtful questions, meticulously helping teams uncover the right solution. I was fortunate to work with Steve in an industry with no shortage of moving parts. Our company is better because of his involvement in developing many of our most important processes. He helped us improve our speed to market, strengthen our financial results, and better manage risk. Beyond his expertise, Steve has been a trusted mentor and an invaluable resource for our team and for me personally.
Haley Erickson
Chief Compliance Officer
Financial Services Firm
Opening a company that does the work of Group Plan Systems (GPS) has been an ambition for many years. I was introduced to Steve through my partner at GPS, shortly before we began the company. From our first meeting, Steve understood my vision and mission for the work, and he helped refine and execute the strategy. In addition, he helped create many of the key business processes that have led to our growth over the past five years. Steve has always treated the company with the level of care of an owner, and he helped lay the groundwork for enormous future success. It is in Steve’s nature to always show up. He did that for our company, he did that for me personally, and I will always appreciate him for that.“
Pete Swisher
Managing Partner, Group Plan Systems
I’ve said for many years that if I were in situation where survival depended on critical thinking, I’d want Steve on my team. Steve has a unique ability to move people, teams, and ideas forward, no matter the circumstances. We worked together on clean-up projects, where the goal was identifying, controlling, and managing risk. Building support from leadership was essential. By keeping his focus on the goal, Steve built consensus needed to improve accountability and teamwork. The risks were managed effectively, creating greater opportunity for sustained success.
Stephanie Bell
Corporate Marketing Leader for a Global Organization
Steve’s greatest strength is his ability to communicate with, and instill confidence in, team members at all levels, from executives to those who perform the work day-to-day. He connects each person’s work to the team’s goal, providing clarity and creating opportunities for team members to work together more intentionally. Within Product Development + Launch, Operations, and Sales, Steve developed and improved multiple processes in the start-up company where I worked for two years, contributing to revenue growth exceeding 400% during that period.
Amanda Fillmore
Financial Advisor Assistant
“One of Steve’s strengths is his ability to quickly identify opportunities and challenges, and to help create action items to capitalize and/or address them. An example of this is the creation of the Member Dashboard on our platform, which has streamlined new Member onboarding considerably. The technology enables us to complete key milestones in implementation in real time, with outputs either ready for further Member review, or ready for Members to present to their clients with only minor edits. Steve identified the need, described it to me, and worked with our developer to complete. The result is a simpler process for our Members, and for PRI team members at the onset of our relationship.”
Jason Roberts
Founder and CEO, Pension Resource Institute