About

Our Team

Strategists

Jennifer Goldman

Business Transformer, Founder

Jennifer Goldman

Business Transformer, Founder

Jen brings 30 years of experience transforming over 1,000+ service businesses to thrive. Her mission is to increase the health of businesses so they can provide knowledge and choices to more employees and consumers.

Megan Nunez

Business Transformer

Megan Nunez

Business Transformer

Megan Nunez is a leader in financial planning and investment operations with nearly two decades of experience across the wealth management, banking and fintech industries. Primary areas of focus include growth strategy, process development, and human capital optimization.

Sydney Sturdevant

Business Transformer

Sydney Sturdevant

Business Transformer

Sydney Sturdevant is a workplace culture and productivity expert with a strong background in service-related industries. She has an impressive track record of managing large teams and assets under $5 million through her expertise in operations, risk management, and maximizing human potential.

Team

Susan Poirier

Executive Assistant

Susan Poirier

Executive Assistant

Susan provides executive-level support, marketing strategy, calendar management, and manages business operation improvements while reminding us the importance of healthy work life integration. She is founder of Ace Concierge LLC.

Rebekah Rosenberg

Bookkeeper

Rebekah Rosenberg

Bookkeeper

Beckie, the founder of Balanced Office Solutions, is an expert in maintaining accurate bookkeeping and introducing effective financial strategies. Her attention to detail and commitment to excellence have streamlined financial operations and improved efficiency. Beckie's passion for providing balanced solutions has earned her a reputation as a trusted financial advisor, empowering small businesses to achieve their goals.

Jasmina Basic

Content Writer

Jasmina Basic

Content Writer

Jasmina Basic is a marketing and communications specialist residing in Chicago, Illinois. She holds degrees from Loyola University Chicago and Northwestern University in English and Marketing, serving as part of My Virtual COO’s content team.

Providers

Web3 Meta Growth

IT

Web3 Meta Growth

IT

Web3 Meta Growth is an information technology and marketing firm that focuses on leveraging Web 2.0 and Web 3.0 technologies to help their clients grow. The company has built a reputation for providing a wide range of IT services, both strategic and operational. Their expertise in this area makes them a valuable partner for companies looking to improve their technology capabilities, either as an extension of their existing IT department or as a standalone provider.

Intention.ly

Lead Generation

Intention.ly

Lead Generation

Intention.ly goes beyond generating leads and brand awareness. They align marketing goals with business objectives to achieve long-term growth and measurable success for fintech and finserv companies. From increasing revenue to launching new products, their comprehensive strategies tie directly to clients' goals, delivering sustainable results.

KBS

CFO/Accountant

KBS

CFO/Accountant

Mark from KBS liberates us from preparing and submitting tax forms, and providing financial and tax strategy.

Mark is Managing Partner at Kittell, Branagan & Sargent. In his spare time, Mark enjoys outdoor activities such as skiing, golfing, and hiking with his two rescue dogs.

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Impact, not work, gives people purpose.

- Jen Goldman, CFP®

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