Our Evolution Experts

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GROWTH STRATEGY AND LEADERSHIP DEVELOPMENT 

For more than 25 years, Danielle has served as a Chief Marketing Officer, Chief Growth Officer and President and Chief Experience Officer for high growth national and international professional services firms. She has created category-leading brands, developed growth and pricing strategies that delivered significant top and bottom-line growth, transformed cultures that became recognized as best places to work, and reimagined talent experiences to attract and retain top talent. Over the past eight years she managed growth strategy, communications and cultural integration for 15+ mergers and acquisitions. Danielle takes her years as a C-Suite executive to advise leaders on how to unleash human potential and ignite company growth.

Passionate about helping leaders thrive professionally and personally, Danielle coaches executive leaders and those getting ready to step into leadership.

CLIENT AND EMPLOYEE 

EXPERIENCE DESIGN 

Neal Berg is a seasoned thought leader in customer experience and digital design, with an impressive track record spanning over 25 years. His expertise lies in envisioning immersive brand experiences, driving digital innovation, and developing strategies rooted in customer research. By seamlessly blending customer empathy, data science, and compelling storytelling, Neal has consistently guided teams in creating scalable and repeatable strategies, prioritizing investments that yield optimal customer outcomes. Neal leverages his extensive experience to advise leaders of service-based businesses on achieving experience-led differentiation. By delving deep into the aspirations of both customers and employees, Neal enables businesses to forge a profound understanding and deliver exceptional experiences.

DATA MANAGEMENT 

AND ANALYTICS 

   Having served as a CFO of a top 50 accounting firm and in countless financial roles at Global Fortune 100 companies and start-ups alike over his 25-year career, Justin understands the importance of sound operational and financial data in corporate decision-making. Whether it is setting data strategy, assessing current data framework, recommending how to improve data quality, or building powerful dashboards that create actionable insights, Justin is passionate about helping clients transform their organization to be data-driven. The transformations Justin has led have helped clients improve operational and financial efficiency, drive revenue and margin growth, and gain greater transparency across all levels of their organizations. Justin also has extensive experience in M&A and private equity transactions, leading financial diligence, and spearheading smooth and efficient financial and operational data migration during the integration process.  

BRAND STRATEGY, CREATION, 

AND MANAGEMENT

Patrick Davis is a successful brand strategist, entrepreneur, publisher, and author. For 27 years, he served as chief executive officer of a respected global brand consultancy and investment firm. He has led strategic positioning work for executive leadership teams at such iconic brands as ABC News, American Greetings, Anheuser-Busch, Chick-fil-A, Chipotle, Cox Enterprises, Johnson & Johnson, Kiehl’s, Martha Stewart, Mastercard, Nike, Panera, Penguin Random House, Progressive, Simon Malls, Target, Timken, Verizon, and Whole Foods, among many other industry leaders. He co-founded and named Beautycounter, the category creator in clean beauty, which Carlyle Group acquired in 2021 for $1 billion. 

He brings his extensive brand strategy, development, and management experience to ensure professional services brands make credible promises that operations keep on a daily basis. 

FINANCIAL MODELING 

AND ESG STRATEGY

With more than a decade of advanced financial experience, Patrick Johnson  leverages his strategic thinking and business insights for social good. Patrick combines business strategy, financial modeling, and social-mission focus to identify the optimal, sustainable approach for companies committed to operating in more modern, progressive ways. Working through an ESG lens (environment, social, governance), he helps businesses align with the quickly evolving expectations of their customers, employees, and partners while still achieving performance goals. Patrick applies his years of experience in a wide range of industries – from beverages and bottling to manufacturing and SaaS – for the benefit of socially minded clients. He also brings proven insights from leading the U.S. operations for one of the world’s largest non-profits to the mix, allowing a combination of business performance and social impact metrics to guide clients toward a more meaningful definition of success.

Patrick has conducted due diligence for significant mergers and acquisitions, navigated complex financial integrations and restructurings, and created innovative, efficient financial models. 

DIGITAL INFRASTRUCTURE 

AND MODERNIZATION

Dan Mallory is a dynamic and strategic leader with over 20 years of experience in the IT and consulting industry. He has been instrumental in driving digital transformation initiatives, leveraging his expertise in data management, automation, and application development. His focus on data-driven insights has led to continuous improvements in both client and team member experiences. His specialties extend beyond the realm of technology. He is recognized for his pragmatic and integrated approach to solution design and implementation, balancing IT and business expectations to deliver revenue increases and improve customer and team member experiences. Dan's career has been marked by significant achievements. He has led 17 mergers. As a top IT strategist, Dan brings an impressive understanding of a company’s infrastructure as well as a broader scope of tech-related concerns. This enables him to add value in influencing the overall business strategy, streamlining business with technology, and evaluating the effectiveness and efficiency across a company’s entire tech stack.

CRM, MARKETING AND SALES TECHNOLOGIST  

  Alex is a CRM, marketing, and sales technology expert with 20 years of successfully growing financial services and professional service firms at scale.  Alex leads a team of experts in HubSpot, Salesforce, Adobe Marketo, and Microsoft Dynamics with an emphasis on scaling profitable marketing, sales, and operations. His expertise includes custom integrations between CRM and Practice Management, as well as integrations with the top omnichannel paid advertising, data visualization, and data warehousing tools available today. When considering how best to enable click-to-close processes, improve CRM adoption, automate lead generation, increase sales conversion rates, grow average annual engagement value, and integrate M&A-acquired firms into ecosystems, Alex brings the cross-functional consulting expertise needed to scale growth.

GROWTH MARKETING 

STRATEGY

For nearly 25 years, Brad Schneck has been focused on growth marketing. But growth has become extremely complex, especially in a world where data dominates. Successful growth marketers must have a digital-first mindset – and they must evolve as quickly as the world around them changes. Markets are not static; marketers cannot be either. Growth is dynamic. Brad has driven outsized results for Fortune 50 companies, founder-led firms, and start-ups alike, serving in senior management roles and the C-suite. Now, he provides strategic marketing counsel to leaders ready to take their businesses to the next level. His practice centers on the six strategic drivers of growth required for any sophisticated, modern approach to performance that wins. 

EVOLUTION 

MANAGEMENT

With over 15 years of experience in change management, human capital, organization development, program management, and strategic communications, Jon Stroble is a seasoned professional known for his expertise in guiding organizations through transformative and evolutionary journeys. Throughout a diverse career, Jon has successfully partnered with Fortune 50 companies as well as small healthcare enterprises in the cutting-edge medical cannabis research industry. His unique blend of strategic insight, empathy, and practical solutions has consistently driven impactful changes, making Jon a sought-after authority.  Jon specializes in analyzing the intricacies of organizational evolution, crafting tailored strategies and ensuring seamless adoption of new processes, systems, and cultures. His ability to anticipate challenges, alleviate employee concerns, and facilitate open communication has consistently led to smoother transitions and accelerated results.  

DATA MANAGEMENT 

AND ANALYTICS

The success of professional services firms today and tomorrow lies in their ability to powerfully leverage data.  Jim's passion is data - data strategy, data management and data analytics. He has spent his 25+ year career helping firms unravel complex data challenges and evolve to become data-driven organizations. With his expertise, firms have unlocked insights, enabling them to gain a competitive advantage, grow more profitably, and provide a better employee and client experience. Jim partners with executive leaders to create a culture of data-driven decision-making at every level across a firm. He collaborates with and coaches operational leaders to identify and manage increasingly diverse data-driven opportunities and risks to positively impact business outcomes.  

PERFORMANCE 

MARKETING

  Aaron is a distinguished international marketing leader with over 20 years of experience in the field of performance marketing and business growth. He is renowned for his ability to drive substantial profits for a wide range of brands and is now focused on professional and financial services firms. His track record includes impactful advisory work with small, medium, and fortune 100 firms, including notable names like TD Bank, VW, Microsoft, P&G, GSK, Tourism New Zealand, Flight Network, and many others. Aaron's expertise extends to pushing the boundaries of what PPC performance marketing can achieve, particularly through his involvement with Skai, voted as the top omnichannel marketing platform in the world for 9 straight years. He works with clients to maximize brand marketing profitability. His approach has made him a trusted figure in the field of digital marketing. Educated at the University of Toronto in Ontario, Canada, Aaron holds an Honors B.Sc. Specialist Degree in Perceptual and Neurophysiological Psychology. He also possesses a Post-Graduate Certificate in Journalism with a broadcast specialty.