Tax Preparer
Alexis Davenport, MBA, EA, is the Owner and Founder of Optimum Tax Services, LLC, a boutique Tax and Accounting firm located in Southfield, MI. Alexis has over 20+ years of experience in the Tax and Accounting field ranging from the Big 4 Public accounting firms to private industry companies. Optimum Tax Services was created because she felt passionately about helping individuals and small businesses understand and take ownership of their taxes.
Auto Home and Liability Insurance
Dan Diederich is the VP of Property and Casualty at TDA Insurance & Financial Agency, LLC, a trusted independent insurance agency serving individuals, families, and businesses across Michigan. With a commitment to personalized service, Dan and his team specialize in home, auto, and business insurance, offering tailored coverage solutions to protect what matters most.
As an independent agency, TDA Insurance represents over a dozen top-rated insurance carriers, allowing them to compare options and provide clients with the best coverage at competitive rates. They are a family owned and operated business, with locations in Walled Lake, Plymouth, and Saginaw, and have been serving Michigan insureds for nearly 30 years.
Bookkeeper
Jessica Smith has over 25 years of experience assisting businesses with becoming more profitable. This includes serving as a financial advisor and office manager within a private wealth advisory practice. She is also a Certified Professional Life Financial Coach.
In addition to those credentials, she has degrees in Applied Arts and Sciences, and is the proud mother of two adult sons. In 2015, she founded her own business, JLS Vision Services, LLC., to pursue her passion of helping more entrepreneurs and small businesses. Her practice offers various services including bookkeeping, coaching, and consulting. The coaching and consulting is based on a proprietary program that is designed to help entrepreneurs and businesses amplify their results and profitability.
Moore
Medicare
Olivia resides in Farmington Hills Michigan and has over 34 years of Medicare experience, including direct experience as a partner employer with a Medicare Administrator. She retired from Blue Cross and Blue Shield of Michigan after 34 years of employment in healthcare administration including Medicare. She has an Associates Degree in Business Administration and holds a number of health care certifications and awards. As a remote, licensed independent agent with Blue Ocean Prosperity Group, she has certifications for Medicare, life Insurance and Affordable care act {ACA) .
Serving clients is her number one goal. From years of experience, she has learned that you must listen to a client's needs and then lead them in the right direction based on what's best for them.
Estate Planning Attorney
Brian James Rude is a seasoned attorney and the managing member of Bosco & Rude Law Firm, PLLC, located in West Bloomfield, Michigan. Established in 2013, the firm specializes in estate planning, probate, and real estate law, serving clients throughout southeastern Michigan.
Brian earned his Bachelor of Arts in Economics and Management from Albion College, graduating Magna Cum Laude as a member of the Carl A. Gerstacker Institute for Business and Management.
He then obtained his Juris Doctorate from the Thomas M. Cooley Law School, graduating Cum Laude and ranking in the top 12% of his class. During law school, he served as an Associate Editor for the Journal of Practical and Clinical Law.
Admitted to the Michigan Bar in 2013, Brian has over a decade of legal experience, focusing on estate planning, probate, and real estate law.
At Bosco & Rude Law Firm, Brian customizes estate plans to minimize probate and maximize efficiency, handling
both complex trusts and simple wills. His real estate practice encompasses landlord-tenant issues, quiet title actions, and for-sale-by-owner transactions. The firm is committed to providing personalized legal services with high levels of direct attorney-client communication.
Outside of his legal practice, Brian enjoys spending time with his family, playing soccer,
and visiting the family cabin in Michigan's Upper Peninsula.
Business Coach
T. Renee' Smith, CEO of iSuccess Consulting, Inc. and founder of The CEO Life® Movement, is a transformative business leader dedicated to helping entrepreneurs transition from hardworking business owners to highly paid CEOs. With over 25 years of experience, she has empowered small businesses to secure more than $30 million in funding and achieve sustainable growth. T. Renee' has also designed and implemented small business development programs for major corporations and organizations, including Delta Air Lines, Southern Company, and Grady Health Systems.
At iSuccess Consulting, the mission is to empower 1 million small business owners to create generational wealth by building thriving 6, 7, and 8-figure enterprises. Through coaching, consulting, live events, and online programs, iSuccess equips entrepreneurs with the tools they need to scale their businesses while maintaining a focus on holistic success.
T. Renee' has been featured in numerous national publications, including Entrepreneur and Cosmopolitan magazines. As a best-selling author and sought-after speaker, she shares her expertise on a global stage, providing actionable strategies for business growth, leadership development, and creating a balanced CEO lifestyle.
Wordsmith
Paula Tutman is a multi- Emmy Award-winning broadcast journalist with more than 42 years of on-camera experience. Inducted into the Michigan Association of Broadcasters Hall of Fame in 2024, Paula has left a lasting impact on journalism in the Great Lakes state. As a communication expert and published author, she possesses a unique ability to craft impactful written and spoken messages.
Paula's superpower begins with words. She believes in the strength of words to drive success. As a wordsmith, she excels at making technical writing accessible, refining website language, editing reports, improving public speaking skills, and increasing workplace productivity. Her innovative workshops and personal coaching re-examine communication, transforming messaging to strengthen teams, individuals, and the impact of their words. Her communication workshops help individuals, workspaces, and brands better communicate.
Paula's adventurous spirit, from flying an F-16 to photographing Bushmen in Senegal, enriches her approach, enabling her to turn words into success for her clients.
Information Technology
Larry is a seasoned professional with nearly 30 years of experience in IT service and support, now specializing in creative media production and event consulting. Leveraging his technical expertise and passion for storytelling, Larry provides full AV support, video production, and strategic consulting for conferences, corporate events, and creative projects. His work ensures seamless event execution, from setup and recording to post-event production, allowing clients to focus on what matters most.
His passion for helping clients succeed, coupled with a strong drive for leadership, allows him to manage small teams and deliver high-quality results across various industries.
Larry thrives on creating meaningful client experiences and is dedicated to finding innovative solutions, whether through cutting-edge event production or strategic CRM implementations. In his spare time, he enjoys movies, gaming, and spending time with family, always keeping an eye on the intersection of creativity and technology.
Bookkeeper
Jessica Smith has over 25 years of experience assisting businesses with becoming more profitable. This includes serving as a financial advisor and office manager within a private wealth advisory practice. She is also a Certified Professional Life Financial Coach.
In addition to those credentials, she has degrees in Applied Arts and Sciences, and is the proud mother of two adult sons. In 2015, she founded her own business, JLS Vision Services, LLC., to pursue her passion of helping more entrepreneurs and small businesses. Her practice offers various services including bookkeeping, coaching, and consulting. The coaching and consulting is based on a proprietary program that is designed to help entrepreneurs and businesses amplify their results and profitability.