Mark Mathieson Competitors

The things we do and services we offer aren’t for everyone. We aren’t financial advisors or accountants. We aren’t business consultants or human resources experts. What we are is a team of strategically savvy and well-rounded professionals that are adept at helping businesses endure. The word endure has a few different meanings — but for us, it means empowering a business to last through generational transition. The way we help businesses endure is through these three integrated services: • Wealth Planning and Transfer – Backed by wealth-preservation techniques, we design plans that protect our clients’ wealth and ensure the future receives the same level of priority as the present. • Business Acceleration – We are a sounding board for clients with ambitions to grow their businesses, and we have the know how to execute on that vision. • Human Capital Development – Being too close to the business can cloud one’s judgment when it comes to leadership development, so we work closely with clients on developing the next generation of leaders. Using best-in-class tools and proven methods, we help our clients assemble high-performing teams that can lead now and into the future. Headquartered in Allentown, Pennsylvania, we’re a boutique shop with big-time capabilities and a global network through an exclusive affiliation with M Financial. In fact, we’re one of only about 140 firms in the U.S., Canada and the U.K. that can tout that claim. Cornerstone Advisors is proud of our Lehigh Valley roots and the work we do to help our clients’ businesses endure for generations. Are you ready to join us in Allentown, PA?

Mission: Cultivating greatness in organizations and people...your trusted counsel. Insight Strategies, Inc (Insight) is based in Los Angeles, California. Insight has been consulting, coaching, training and speaking to an influential list of American, multi-national and international organizations since 1994. Insight's approach is designed to impact organizations on three levels... strategies, processes and people. Strategically, Insight's work involves goal development and alignment with the organizations stated or discovered success factors. Procedurally, Insight looks to process improvement initiatives that drive efficiencies, accountabilities and effective behaviors and skills within the ranks of executive and line level Management. Lastly, Insight works collaboratively with clients to develop and train their employees to be successful within this framework and execute against the strategy. Insight is best known for establishing trust quickly and gaining buy-in to initiatives with groups and individuals. Aside from the ability to impact strategies, processes, skills and behaviors, and get teams to excel collaboratively, Insight understands the nuances of "moving" individuals, teams, and organizations toward their vision.

Christy Geiger is owner of and coach with Synergy Strategies, an Executive Leadership Coaching and Training Company. With over 20 years of collective experience in Counseling, Human Resources, Coaching and Training, Christy works with leaders in small to large organizations to maximize their time, energy and efforts. She is passionate about bringing greater clarity, focus and planning to business and life by partnering with individuals to leverage their strengths, manage their weaknesses, develop effective communication and strengthen working relationships. Working remotely from Austin, TX, Synergy Strategies serves leaders internationally. www.synergystrategies.com