Affiliates

Alexis
Davenport

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.

Contact

Dan
Diedrich

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.

Contact

Jessica
Smith

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.

Contact

Olivia

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.

Contact

Lavonne C.
Thomas

Estate Planning Attorney

With a passion for safeguarding families and a commitment to compassionate service, Lavonne C. Thomas is an estate planning attorney dedicated to helping clients navigate the complexities of planning for their futures. With half a decade of experience, she brings a fresh perspective and a wealth of knowledge to the table, ensuring that every client feels informed and empowered throughout the estate planning process.

Lavonne C. Thomas believes that effective estate planning is not just about legal documents - it's about creating a legacy of love and security for families. She takes the time to understand each family's unique needs, crafting personalized solutions that protect their interests both now and after they’re gone.

When not guiding clients through their estate planning journeys, Lavonne C. Thomas enjoys traveling, spending time with family, and volunteering at church which further enrich her understanding of the importance of family connections.

Contact

T. Renee
Smith

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.

Contact

Paula
Tutman-Menifee

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.

Contact

Larry
Miller

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.