Strategic Planning


We have many years experience in:

  • Organizational effectiveness analysis
  • SWOT exercises
  • Board and CEO performance assessment

We are excellent at:

  • Strategic planning retreat facilitation
  • Visioning and long-range planning
  • Facilities planning and development integrator – translating ideas and concepts into realistic plans

Your team will benefit from:

  • Team building workshops
  • Conflict resolution consulting

The People

The People

Shari Storm

Shari Storm spent 16 years as an executive at a Seattle area credit union, where she oversaw marketing, IT, sales, investment services, innovation and strategy.


Dan Strandy

Dan Strandy has over 25 years of experience leading a large organization; specializing in strategic and long-range planning. He has also been a board member of a Seattle area credit union for the past 33 years.

Brent Headshot2

Brent Dixon

Brent is a thought leader in the consumer finance space, with over 15 years of experience working with some of the largest community financial institutions in North America.