Our Approach

Do you jump from seminar to seminar … from one learning experience to another learning experience … but don't consistently that knowledge? Our bet is that you don't have enough hours in the day to drastically change what you're doing to be more and more successful. Once you see the benefit of our systematic approach to maximizing your personal talents and helping you sidestep all the negative chatter your mind feeds you, your investment of money and time will benefit you for a lifetime. Enlist one of our OBD Partners (see below), who are specially trained to help you produce breakthrough results.

Our Story

With over 20 years in the financial industry and hundreds of our clients reaching goals that were previously unattainable, we've developed a process that will get you from here to, well, way over there. We work with you to draw out your best performance and set aside those nagging thoughts that prevent you from reaching new heights in both your professional and personal life.


It really takes something to nurture you to become your best and to enjoy life to its fullest.
Meet three of those somethings:



Founder & President

Dan works with heavy hitters, management-level executives and high-performing workgroups.



OBD Partner

Particularly fond of working with clients who truly would like to use their best talents, she's remarkably effective.



OBD Partner

A 18-year veteran of Edward Jones, he's a bottom-liner who loves to focus his clients on what they do best.

Want to get to know any one of us better?

Get a free half-hour introductory, get-to-know-you session by simply getting in touch. We'll schedule a convenient time to address your most important concerns.