I’m proud to share my professional journey—a story shaped by service, leadership, and a lifelong commitment to helping others succeed. From my years in the Canadian Armed Forces to my work in finance, mentorship, and advocacy, each chapter has deepened my belief in purpose-driven leadership and community impact. Here is my biography.

I’m proud to share a comprehensive look at my leadership journey, the values that guide my decisions, and the experiences that have shaped my work across both business and community service. Over the past several decades, I’ve had the privilege of leading teams, building organizations, and contributing to meaningful initiatives that align people, strategy, and purposeful innovation. Here is my biography.

I’ve had the privilege of spending more than 40 years helping individuals, families, and organizations align their financial strategies with their goals and values. My journey has been guided by a commitment to integrity, thoughtful leadership, and continuous growth—qualities I strive to bring to every endeavor. Here is my biography.

I am excited to share my professional biography, which highlights my 38 years of experience in insurance, financial services, and product distribution. My journey with AmeriLife has taken me from agent to senior executive, where I have had the privilege of leading teams, developing products, and shaping strategies that drive growth and impact. I am passionate about applying my knowledge and leadership to help organizations thrive.

I am excited to share my professional biography, which reflects more than 20 years of experience in finance, accounting, and strategic leadership across diverse industries including commodities, real estate, technology, publishing, and non-profit sectors. Throughout my career, I have been committed to leveraging financial insight to strengthen organizations, lead teams, and support long-term growth.

Josh Taylor is a seasoned financial strategist with over 30 years of experience in investment, insurance, and financial planning, dedicated to helping individuals and businesses achieve long-term financial security. As the president of Kompass Financial Advisors, Inc., he leverages his independence to provide objective, customized solutions tailored to each client’s unique needs. Raised on a Nebraska farm, Josh’s values of integrity, hard work, and personal initiative shape his client-focused approach, ensuring transparency and trust in every financial plan he develops. With a strong educational background in Agricultural Economics from the University of Nebraska and industry-leading certifications, including CFP® and CLU®, he stays ahead of evolving market trends to deliver expert guidance. Beyond his professional life, Josh is an avid cyclist, community volunteer, and devoted Nebraska Cornhuskers fan, embodying a balanced approach to leadership, service, and personal fulfillment.

George Follini Jr, CPA, CGMA, MS, is a seasoned financial executive and founder of Follini & Associates CPA, P.C., with over 35 years of experience in public accounting, tax strategy, asset management, and executive leadership. Known for his deep expertise in financial regulation and his ability to scale operations across multiple states, George has led both boutique CPA practices and billion-dollar asset management firms. From his early days at PwC and Deloitte to his executive tenure at Guggenheim Partners, George has consistently delivered strategic financial solutions with integrity, precision, and visionary leadership.

Cyril Morel is an accomplished executive whose career spans over 15 years at the intersection of real estate development, financial strategy, and global operations. As Principal and COO of Synapse Development, he has led over $250 million in assets under management, championing energy-efficient projects and pioneering technology-integrated real estate models. Known for his disciplined leadership and strategic decision-making, Cyril has delivered transformative outcomes across multiple sectors—from Passive House-certified multifamily developments in New York to LEED-certified hospitality projects in San Francisco. With a foundation built at the United Nations and refined through ventures in finance and proptech, he brings a rare blend of operational precision, global awareness, and impact-driven vision to every opportunity he pursues.

Steven Jones is a transformational business leader with over 40 years of experience driving growth and value through strategic acquisitions, capital structuring, and operational excellence. As CEO of Jones Wine Consulting, he has led multimillion-dollar M&A initiatives, raised over $100 million in investment capital, and built a legacy of success across the wine & spirits, real estate, and investment industries. Known for his integrity, strategic vision, and collaborative leadership style, Steven is a trusted advisor to executives, investors, and nonprofit partners alike.

Balancing personal fulfillment with professional success starts with building a business that holds real, transferable value. Whether you're planning your retirement or just want more freedom today, focusing on three essential traits can elevate your business: strong next-level management, scalable operational and financial systems, and a diverse customer base. These attributes not only make your business more attractive to future buyers but also empower you to enjoy greater flexibility and resilience in the present. Think of it as future-proofing your company—laying the groundwork now so you can reap both immediate and long-term rewards.

Joanna Lesniewski is a transformational executive known for her people-first leadership and strategic growth expertise. As Acting COO and SVP of Global Professional Services at Pivotree, she has successfully led large-scale organizational transformations, including M&A integrations and global restructures, while consistently improving operational efficiency and profitability. With a deep understanding of financial planning, cross-functional collaboration, and cultural transformation, Joanna empowers high-performing teams and builds inclusive environments where innovation and excellence thrive. Her ability to align big-picture strategy with day-to-day execution has made her a trusted leader in navigating complexity, fostering sustainable growth, and delivering meaningful impact.

I'm thrilled to share a more complete view of my professional journey—a path built on real estate innovation, operational leadership, and a passion for making a tangible difference in every role I take on. With over 25 years of experience and a deep belief in purpose-driven impact, I look forward to connecting with others who share similar values and goals. Here is my biography.

After decades of working with startups and mid-sized companies—leading turnarounds, launching brands, and guiding rapid growth—I'm excited to share my professional biography. It's a reflection of the journey I've taken, the values I hold, and the work I'm still passionate about. Here is my biography.

Beth Burak is a seasoned financial and tax professional with over 20 years of experience spanning government, corporate, and public accounting sectors. A Nevada Certified CPA with a Master’s in Taxation, she brings a unique blend of regulatory insight and private sector strategy to every role she undertakes. Known for her meticulous analytical skills and deep technical knowledge, Beth has led high-stakes audits, managed multimillion-dollar budgets, and developed advanced financial models that support organizational growth and compliance. Her commitment to ethical leadership, continuous learning, and mentoring others defines her as a trusted expert and strategic partner in complex financial environments.

Donna E. Collins is a transformative finance and operations executive with over 30 years of experience leading mission-driven organizations through strategic growth, financial reform, and operational excellence. Known for her integrity, cross-functional leadership, and deep expertise in nonprofit finance, Donna has successfully implemented enterprise systems, managed global compliance, and built high-performing teams across the U.S. and internationally. Her ability to align strategy with execution makes her a trusted advisor to executive teams and boards alike.

With over four decades of leadership experience, John Heflebower is a dynamic strategic advisor who blends deep financial expertise with operational acumen to help businesses prepare for transformative growth and successful exits. From his roots in the wine and spirits industry to his advisory roles in cybersecurity and energy management, John brings a unique cross-industry perspective. As a Certified Exit Planning Advisor and Certified Financial Planner, he specializes in guiding mature companies through liquidity events with a focus on maximizing value, mitigating risk, and aligning business goals with personal outcomes. A lifelong learner and communicator, John is committed to helping leaders think beyond the obvious, craft smarter strategies, and build organizations that are ready for what’s next.