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

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
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.