Our Partners


New Horizons Financial Group (New Horizons) is a financial services industry consulting firm nationally recognized as an expert in the area of comprehensive credit risk management, credit process, loan policy formation, asset quality rating frameworks, risk based pricing, and lender development.  

For more information, contact:

John Barrickman, Principal

Christine Corso, Principal


Since 1988, Bretton Woods has been dedicated to providing services of lasting value to its clients by applying technology, core deposit and earnings improvement strategies through a methodology that encourages client participation. Bretton Woods also conducts industry research in consumer credit, fee generation and alternative payments.  www.bretton-woods.com

For more information, contact:

G. Michael Flores, Chief Executive Officer


Phoenix Marketing International is committed to maximizing a client's Return on Marketing Investment (ROMI) though a broad range of market research initiatives, including: measuring the marketing performance of a communications campaign, evaluating markets, developing new concepts and products, informing response marketing initiatives, measuring customer experience, and developing a customer experience strategy.  www.phoenixmi.com

For more information, contact:

Neal Chambliss, Co-President, Financial Services

Leon Majors, SVP, Financial Services


KaneCarlton's deep understanding of the wealth management industry and awareness of best practices, industry trends, products, technology and those ingredients that delineate success from failure positions KaneCarlton to help you optimize performance, reduce costs and create competitive distinction in your wealth management business.www.kanecarlton.com

For more information, contact:

Tom Kane, Managing Director

Visit Tom Kane's blog at www.wealthbizbuzz.com.


CS Consulting Group is comprised of strategy and management specialists. CS Consulting helps executive management improve the profitability of their companies both by developing effective strategies for the future and through optimizing related areas of management. www.csconsultinggroup.com

For more information, contact:

Joe Cady, Managing Partner