Our People

Ilze Alberts

Ilze AlbertsIlze is a registered Psychologist and Family Behavioral Strategist. She has vast experience in serving families internationally and assisting every member of families to unlock their true potential. Her chief aim in her service to families is to help build multi-generational powerful families, with the focus on fulfilled, inspired, meaningful and prosperous family members.

 

She holds a masters degree in Psychology, has more than 25 years experience in working with the human behavior, psychology and empowerment of families. She is one of a handful of Master Demartini Method facilitators; a method with a thousand uses for mastering life. She is a popular speaker, author of books, blogs and articles for both adults and children.

 

Ilze is the proud mother of three powerful and inspiring children and she is married to the love of her life. She lives in Johannesburg, South Africa and calls the world her home, as she is an avid international traveller. “I dedicate myself to my own family and every family with the desire for purpose, fulfillment, meaning, inspiration and prosperity for posterity.”

 

Susan Axelrod, CFRE

Susan AxelrodAs a Philanthropy Advisor, Susan inspires people to understand life’s experience and purpose and helps to transform that passion into a Philanthropic Plan that makes an impact. Susan works with individuals, families, businesses and with professional advisors as a speaker, consultant and coach.

 

Susan serves both as a Philanthropy Consultant to families; and, a Fundraising Coach for nonprofit CEOs and college Deans on high-level personal solicitation strategies.

 

Being a donor and volunteer has provided a realistic perspective and insight for her work with individuals and charitable organizations. She is the Global Strategic Advisor for Jewish Girls Unite, an organization she helped co-found based on her own Philanthropic Passion, a desire to help our Jewish daughters become Jewish mothers. Susan is married to college sweetheart, Howard Axelrod and has two daughters, Rebecca and Sarah in whose honor she works daily on Jewish Girls Unite. She lives in the Capital Region of NY.

 

Joe Baggett

Joe Baggett

Joe Baggett has more than 40-years of management and executive experience in Manufacturing. He has a proven record of doubling and tripling revenue and has served in major leadership roles with manufacturing groups ranging from 19 to 3,800 employees and has contributed to the growth of numerous companies.

 

After earning his undergraduate degree in Production Management, Joe spent 6-years in the Air Force as an officer and pilot—from training instructor to B-52 command pilot—before starting his career with a global electronics manufacturer as a Production Manager. Joe has completed MBA graduate courses at the University of Texas at Dallas, University of Texas at Austin and St. Edwards University. He formally trained at the Deming Institute focusing on change management and at the Goldratt institute.

 

Joe has worked across the U.S. and in Canada, Mexico, and eight European countries. Among his many accomplishments, Joe led a California corporation in tripling annual sales from $80M to $250M in 6 years. He has successfully installed management systems such as: Six Sigma, 5S, Lean manufacturing processes and the Toyota plant operations processes. Joe is also experienced in instituting processes necessary to meet military and commercial certifications such as AS9100 and ISO 9000:2015.

 

Joe is passionate about reversing the outsourcing trends by assisting U.S. companies in creation of a world-class manufacturing operation that can not only compete but can demonstrate superiority to their customers in quality, delivery and cost.

 

Mark Barrentine, MSW, LCSW

Mark BarrentineMark is a licensed teen and family therapist. He works as an independent educational consultant for families of struggling teens.

 

Mark also operates a boutique residential treatment center for adolescents that specializes in values-based, behavioral change. Mark has an extensive knowledge of the therapeutic interventions available to parents which he published in “The Encyclopedia of Residential Treatment Options for Troubled Teens” (2011).

 

G. Michael Beduze, CFP, ChFC, CRA

GMB 3

Michael Beduze is the founder and managing partner of Da Vinci Global Consulting, LLC. He has a diverse, 40-year professional career serving earlier in his career as an investment specialist for a New York Stock Exchange firm and CEO to a number of companies (including his family-owned wealth management firm). Michael is a member of the Business Enterprise Institute and the Purposeful Planning Institute. He is a certified consultant for two international human performance organizations and is a certified alignment optimization consultant.

 

In 1998, Michael began what would become an intense 16+ year study of human and family dynamics and organizational behavior. His education spanned from courses on: life coaching; to a year of weekly meetings with a team of psychologists working on best practices for living a purposeful life; to multiple memberships in national, multi-disciplinary professional study groups and think tanks on family and human dynamics; to executive training received under leading experts in human, family and organizational behavior from Harvard, Georgetown, Northwestern and many other thought leaders in the field. He also received training from professors at Georgetown’s Bowen Center for the Study of Families (Bowen Family Theory). On a practical level, he has been working intensely with families and their issues for 40+ years. This work has included counseling with couples and families in various types of personal and business conflicts which require skills to reconcile severe strains in relationships.
 

Michael received his undergraduate degree in Business Management from the University of Louisiana and has attained a number of professional designations, including: Certified Financial Planner®, Chartered Financial Consultant®, Certified Retirement Administrator®, Chartered Life Underwriter® and Certified Retirement Counselor®.

 

Michael has substantial experience and expertise working in the realms of the business system; ownership system and the family system. Some specific competencies are in the areas of: visioneering, strategic planning, cultural and other forms of alignment, leadership & human development, conflict resolution, exit planning, governance, group facilitation and family office development.

 

Michael is married to his college sweetheart, Connie. They recently celebrated their 41st anniversary and have three adult children, two beautiful daughters-in-law, and three grandchildren. He is active in his church, enjoys family time and investing into the lives of others.

 

Andrew Bryan

Andrew BryanAndrew’s expertise as an educational consultant is in college advising and transitional support for adolescents and college age young adults. Andrew’s educational consulting and mentoring model is based on the premise that people learn basic life skills through positive interaction with the world around them.

 

As an extension of his practice, he offers these two programmatic components to foster the growth and development of students:

 

Trek Epic, International walking treks in which the goal is to help participants gain self-awareness by defining their individual core gift and how their talents and skills allow them to apply that gift to the world around them in a way that is natural to who they are!

 

Emerge Gap Year, an opportunity for young adults to work directly with Andrew through a process whereby they gain experience and insight toward making positive choices about their futures. This includes individually designed activities such as educational travel, internships, volunteering, work opportunities, as well as college and career planning.

 

Dave Dooley, MBA

Dave began his professional career at Brown and Root, Inc. reaching the position of Regional Office Manager. From there, Dave became the Chief Financial Officer of CSE Automation and Engineering, Inc., an oilfield service group headquartered in Lafayette, Louisiana. In 1985, Dave formed an investment group to purchase the assets of Seasafe, Inc., a structural fiberglass manufacturing company. Dave expanded Seasafe’s operations to become one of the top three suppliers in the world in the structural fiberglass industry. Seasafe was name the National Association of Small Business Investment Companies [NASBIC] Manufacturing Company of the Year for 1996. That same year Seasafe was awarded The Small Business of the Year for the State of Louisiana by the Chamber of Commerce and Mass Mutual.

 

In 1983, Dave was the original organizer for a new national bank and sat on its Board of Directors and loan committee for 3 years. In 1998 we sold Seasafe to a large steel group out of Birmingham, Alabama. It was in 1998 we successfully completed the manufacturing and installation of the entire structural system supporting the world-famous fountain display at the Bellagio Casino in Las Vegas.

 

In late 1999, Dave purchased the assets to a modular steel building company (MBI) that had gone into orderly liquidation. He successfully grew MBI from a startup in 2000 to over $45 million in sales. Dave sold his interest in MBI at the end of 2011 and has since developed a consulting practice.

 

John Guerin, PhD

John GuerinJohn has combined thirty-five years of expertise in Clinical Psychology and Organizational Psychology with training and experience as a Chartered Financial Consultant, to develop consulting services that serve families, family businesses and wealth professionals in the emerging field of Wealth Psychology.

 

With an additional twenty years of experience in forensics and mediation, he has effectively collaborated with law professionals in state and federal jurisdictions on psychological, family, and assessment issues. In those settings, he has developed the ability to retain grace under pressure, and to hone the quality of his work so that it withstands scrutiny in adversarial settings.

 

Over the course of twenty years, he has collaborated with his wife, Kathy, who is a CFP, and they have developed methods of incorporating principles of Positive Psychology and Behavioral Finance into wealth planning and transfer. John also trains financial professionals in methods to deepen the conversation with clients, so that their work is more meaningful and client retention is greater. On occasion, he consults with planning practices in the use of psychological assessment tools.

 

John is actively involved with several organizations in providing executive and performance coaching. He has a lifelong hobby of playing music, and is currently working on obtaining his pilot license with his teenage daughter.

 

Randy Kohout

Randy KohoutRandy has over 30 years of demonstrated success as an executive and leader working for companies and organizations within the electric utility, banking, and credit union and insurance sectors to achieve superior business results.

 

He has launched new organizations, improved the performance of existing ones, and been a key leader in financial and cultural transformations at both the corporate and department level. As a former internal management consultant and talent advocate, he values the collaboration with his client’s internal consulting staff so they own the change methodology, learn and apply tools and techniques and continue to achieve positive results once his engagement is complete.

 

Randy’s areas of specialty include culture change, leadership development, change management, succession planning, executive coaching, customer focus, organizational transformation, performance improvement, training and development, human resource technology implementation and talent acquisition.

 

Randy brings these experiences and expertise to his consulting work. His passion is to help organizations and teams align business strategy, culture, and leadership to achieve, and most importantly sustain, positive business results.

 

Randy and his wife Kyt-Tee reside in the Tucson, Arizona area.

 

Colleen Goodson Manley

Colleen Goodson ManleyColleen works with single and multi-family offices and was formerly employed by Shelterwood/Pitcairn Multi-Family Office as the Chief Legacy Advisor.

 

Colleen is currently conducting research and development in the area of innovative services for family offices and new legal vehicles and solutions for the estate and business planning industries.

 

Colleen’s background has been in the area of Wealth Preservation Law and business planning. She has an Executive MBA from the Thunderbird School of Global Management with a specialty in business organization, sustainability and succession planning. Colleen has also earned a Doctor of Law and Masters of Laws degree.

 

Colleen has four children, a beloved Welsch Corgi Oscar and devotes much of her time to charitable service and in the promotion of global business enterprise and marketing.

 

Tracy Morgan

Gary ShunkTracy is experienced in strategic planning, marketing, market research, organizational development, and financial analysis for organizations, including DuPont, the State of Delaware, General Electric, Saint-Gobain and Procter and Gamble. In recent years her focus has been on the execution of transformational changes. She also has extensive experience in niche market development, program implementation, and financial modeling. Her recent projects have been primarily in the chemical, health care, finance and IT industries, and with non-profit organizations.

 

Throughout her career, she has developed and implemented programs for organizations – large and small – that have reduced costs, conserved resources, improved quality, and increased revenues. She has developed, analyzed, presented, and implemented expansion, growth, or acquisition strategies for middle-market companies, Fortune 500 divisions, non-profits and alliances.

 

Tracy earned a chemical engineering degree from Princeton University and an MBA from Harvard University. She has published articles, including Fluoropolymers as a Material of Construction in Pharmaceutical Applications and Supply and Demand of Engineers – A Comparison of Two Econometric Models.

 

Don O’Day, MS, CPA, CGMA

Don O'DayAs a speaker, trainer, and consultant to business and industry, Don brings over 40 years of diverse experience to clients with an emphasis on diagnosing problems and helping organizations lead strategic and tactical change.

 

Don has a bachelor’s degree in business and a master’s degree in counseling. His prior experience includes: managing partner of a CPA firm, partner of a national consulting firm, and CEO for three companies in retail, finance, and land-development industries.

 

His consulting and training experience is diverse. His clients included Fortune 500 companies such as Exxon, Georgia Pacific, Willamette, Occidental, Fleetwood and Pulte. Internationally he has provided consulting and training for the German chemical manufacturer Degussa-Hulls and the Dutch manufacturing company DSM Copolymer. He has also provided services to many smaller enterprises including family and individually owned businesses. In addition, Don has been a board member of numerous business organizations. He contributes professionally and is past chairman of the business and Industry division of the Louisiana Society of CPA’s.

 

Don and his wife Gerry celebrate their 45th anniversary in 2015. Gerry is a retired CPA and active artist. They have two sons, Kevin and Ryan and a daughter-in-law, Jami. Gerry and Don also have six grandchildren: Emma, Audrey, Luke, Jackson, Ruby and Asher.