Leadership Team

“It is amazing what you can
accomplish if you do not care who gets the credit.”

Our

Leadership Team

Josh Notes

Josh Notes

Managing Partner

Bringing the experience of two decades leading growth-targeted entrepreneurial ventures from the ground up, Josh will guide your business forward with the insights of lessons learned and the foresight to avoid the next obstacle on your business journey.

Phil Maffei

Phil Maffei

Managing Partner

Leading your financial navigation system forward with the proven practices of corporate juggernauts packaged and presented to fit your small to medium enterprise, Phil will guide your business forward with numbers that don’t lie and the trends that tell the future.

Supporting Team