OUR TEAM

Ari Betof, EdD, MBA

Co-Founder, Partner

Financial sustainability and organizational effectiveness expert with a passion for mission-driven transformation

Kelsey Vrooman

Co-Founder, Partner

Data storyteller and information designer with deep expertise in technology in independent schools

Anne-Marie Balzano, EdD

Governance & Strategic Planning Practice Lead

Governance and leadership expert helping schools align governance with mission

Sarah Enterline Roch, PhD

Research & Data Practice Lead

Educational research expert with a passion in evaluation and outcomes measurement

Greg Martin, EdD

Senior Organizational Effectiveness Strategist

Organizational Effectiveness with a passion for guiding leadership teams in progress accountability and action planning

Cliff Kling, JD

Senior Executive Compensation & Leadership Strategist

Executive compensation expert with a passion for transformational leadership and organizational health

Jason Kern

Chief Operating Officer

SCRUM-certified independent school leader marrying innovation and change management

Mike Cobb

Senior Innovation & Organizational Excellence Strategist

Futurist with a passion for strategic innovation, agile enrollment management, and school design  

Tyler Musselwhite

Senior Data Analyst

Indy school grad and all-around rockstar helping to get things done

Tina Tischler

Executive Assistant & Enablement Manager

Certified professional coach passionate about planning and enabling individuals and teams

Jenna Davis

Organizational Effectiveness Consultant

Systems thinker and change facilitator skilled at getting clients to move beyond impasses

Barb Rosston, JD

Strategic Governance Consultant

Independent school governance powerhouse with a passion for bylaws and strategic planning

Katrina Borowiec, PhD

Research and Statistical Analyst

Conductor of quantitative and qualitative analyses across a range of projects.

Leanne Johnston

Executive Assistant

Jane of all trades with over 10 years of experience across communications, operations, and executive support

Sadie Albertyn

Senior Organizational Effectiveness Strategist

Savvy school leader with a passion for effective implementation of strategic initiatives

Shandor Simon

Data Architecture Consultant

Technology expert with a focus on automation, data, systems and cybersecurity for independent schools

Martha Ambros

Strategic Finance & Operations Consultant

Passionate advocate for the strategic and day-to-day importance of finance and operations in delivering on an organization’s mission

COLLABORATORS

Avis Leverett, PhD

Affiliate Consultant

Savvy strategic planner and educational psychologist with a depth and breadth of PK-16 education and nonprofit experience

Louis Fierro

Affiliate Consultant

Data infrastructure and warehousing expert that helps independent school technology departments manage data

Jordan Lawson, PhD

Affiliate Consultant

Researcher and software engineer building statistical models and research tools that help promote a more equitable society

Gretchen Warner

Affiliate Consultant

High-impact leader skilled at integrating research, data, and heart to guide independent schools into the future

Susan Wayland

CEO and Founder,
Strategic Finance Advisory, LLC

Savvy strategic finance expert skilled in for-profit and nonprofit finance

Alex Halladay

Affiliate Consultant

Enrollment management expert committed to advancing diversity, equity, inclusion, and anti-bias practices 

Juliette Alford

Data Intern

College student pursuing a BS in Business Analytics & Information Systems (Cybersecurity Concentration) at Suffolk University

Sam Karkowski

Digital Media & Communications Associate

Recent college graduate with a BA in Government and Politics from the University of Maryland

INTERNS