Our Team

You may also work with other talented members of our team:

Carla Dawson, Chief Administrative Officer: Carla handles the administrative side of all engagements. Her professional background includes managing the mortgage operations area of a financial institution with volumes in excess of $500 million per year.

Carrie Lee is a Senior Consultant with experience at Schneider Sales Management where she worked with dozens of Credit Unions on both consulting and training applications. Her career in the financial services industry includes managing the implementation of a sales and service culture at Mid Minnesota Credit Union.