Creative Planning Business Services

As a Senior Business Manager, I’m focused on building and leading a Business Development Representative (BDR) team to drive sales growth and expand market reach. I also work closely with franchise and co-op dealer networks, helping them streamline, automate, and outsource key business operations to improve efficiency and profitability.

Beyond growing the dealer network, I also design and implement sales enablement programs, equipping sales teams with the tools, training, and automation they need to close more deals and scale their success. My role is helping teams perform at their highest level through BDR development, dealer support, or strategic sales enablement initiatives.

Partner/Senior Business Manager

As a Business Manager, I play a pivotal role in supporting Creative Planning Wealth Managers by engaging directly with business owners and leadership teams across various business lines, including Business Tax, Audit & Attest, Outsourced Business Accounting, Payroll Services, Technology, Mergers & Acquisitions, and Consulting and Enterprise Solutions.

Senior Business Manager

As a part of the Business Advisory Team, we are responsible for solving complex problems that span multiple areas of expertise. We work primarily with privately held companies in construction, healthcare, manufacturing, real estate, non profits, agriculture, and franchises.

Business Advisor and Channel Leader

Client service is at the heart of BerganKDV's position as a Midwest leader in Professional Services, Enterprise Resource Planning, Human Capital Management, Outsourced Payroll, Bookkeeping, Sales & Use Tax, Security, and Managed IT.  Executes collaboration between all team members to fully service clients through an amazing customer experience.

Market Leader

Collective Data

We provide back end solutions that ensure the public and everyday consumer has access to what they need.

Collective Data provides high-end asset management software that has supported private companies and government agencies for over 20 years. Our signature products, collectiveFleet®, collectiveQuartermaster®, and collectiveFusion® are used by hundreds of organizations that value intuitive and productive software. Our customer base spans from mid-sized to large operations. The products’ modular and configurable architecture, as well as the ability to integrate with other software, is what sets us apart.

Regional Sales Manager

Iowa Realty

HomeServices of Iowa is a full-service brokerage consisting of five company brands; Iowa Realty, Iowa Realty Commercial, Berkshire Hathaway HomeServices First Realty, Midland Title & Escrow, and Iowa Title Company. We have offices located throughout the Des Moines metro as well as the Cedar Rapids area. We employ over 200 employees and support over 900 agents. HomeServices of Iowa is a subsidiary of HomeServices of America, which is comprised of over 30 top real estate companies creating the second largest, full-service real estate brokerage firm in the United States.

Regional Manager

GreatAmerica Financial Services

Vice President, Sales - Office Equipment Group

Our team works to develop successful relationships with IT Resellers and Managed Service Providers across the United States.  We help to educate, train and further develop the valuable impact of having a solid financing strategy and partner.

Director of Business Development, Data and IT Services Team

I work hard so my partners succeed.  I am in the business to give value, be a resource, and help my vendors be more successful tomorrow then they were today.  I help them become more successful by providing solutions that enhance and empower their business to grow.

Vendor Relationship Manager

Human Resources Specialist (Talent Acquisition)

LLB Executive Partners

Find and place executive level talent exclusively in the Financial Services industry with an emphasis on auditing, compliance, accounting, analysis.

Our firm also has specialists in sales, engineering, and telecommunications.

Account Manager

Mount Mercy College

Recruiting and advising non-traditional students.

Transfer Coordinator

BankIowa

Provided support and services to all commercial clients within the Cedar Rapids, Iowa market.

Commercial Banking Assistant

Greater Cedar Rapids Open

Facilated and aided in organization/fundraising of Iowa's largest professional golf tournament.

Executive Director (Contract)

From a dusty backyard with a worn-out tire to the corridors of modern businesses, my journey has been anything but ordinary. As a kid, I didn’t have the innate talents some of my peers did. Instead, I found my strengths in persistence, waking up early, throwing that baseball, hitting a golf ball, and pushing myself to run miles before sunrise, so I could be active enough for my kids.

That drive is what led me to the world of business. My curiosity often prompts questions, such as how a business can automate its processes to grow or how leadership dynamics can change the trajectory of an organization. I've worked with businesses to modernize their core functions and, more importantly, to tap into the potential of their teams. To me, leadership isn’t just about guiding—it's about recognizing and valuing each member's contribution.

Over the years, I’ve become the go-to person for organizations wanting to break through their status quo. Be it aligning a C-Level team or diving deep into organizational health, my approach is always rooted in real-world understanding and experience.

And when I’m not immersed in business strategy? I’m at home, a proud keeper of The Greenlee Zoo. My pets—a motley crew of dogs, cats, guinea pigs, and a bearded dragon—remind me of the diverse challenges and joys of life. They've taught me patience, adaptability, and the importance of finding joy in the small things.

In essence, I’m a firm believer in growth, change, and the potential in every situation—be it in business or life.

Chad Greenlee

Isaac Wambua - Speaker and Coach

Dynamo Methods

I am a business coach, speaker and trainer and I work with leaders and entrepreneurs to create transformational change within their teams.
I focus on:
1. Team development
2. Leadership and management training
3. Creating a culture of performance and accountability
4. Small business systems and processes

Founder and CEO

As the Creator of Dynamo Leaders Academy at Dynamo Methods, I spearheaded the development of an elite online training and coaching community for leaders. By combining the latest leadership theories with practical strategies, I empowered leaders to inspire and lead with confidence. Through personalized coaching sessions, I achieved a 20% increase in participant satisfaction and a 15% improvement in leadership effectiveness.

Creator of Dynamo Leaders Academy

I have authored two bestselling books: Now that I'm a Manager, What Do I Do Next and Take the Leap.
https://a.co/d/04O3N3sj

Book Author

Goat Moves Inc

Goat Moves is a platform that consolidates all services into one marketplace, eliminating the need for multiple apps and websites. Launched in June 2022, it allows businesses to market their physical locations, products, and digital services. We are pioneers in this space!

Co-Founder and COO

Maxwell Leadership

As an Executive Director of The John Maxwell Team, I am certified to facilitate, speak, train, and coach individuals and groups in leadership development, professional skills, and personal growth. Trained and mentored by John Maxwell and mentors of his world-class faculty, I am equipped with the tools, resources, and experience to help you and your team improve productivity, performance, and profitability. Whether you are looking for a facilitator for group workshops, corporate leadership training, speaking, sales, or coaching skills for your leaders, or a speaker for your next event, I have access to exclusive content that is only available through a certified Executive Director of the John Maxwell Team to help you reach your goals and objectives.

Executive Director

I focus on:
1. Team development
2. Leadership and management training
3. Diversity, Equity and Inclusion Training

Speaker, Trainer and Coach

I am the Founder and CEO of Dynamo Methods, a professional training and coaching company dedicated to helping businesses and leaders build high-performing teams and systemize their operations for greater effectiveness, productivity, and sustainable growth. My mission is to empower leaders to take their businesses to the next level by fostering cultures of accountability, performance, and transformation.

With over 20 years of leadership experience across various industries, I have conducted more than 4,000 training sessions globally, working with clients ranging from small businesses to Fortune 500 companies, non-profits, and government agencies. I specialize in leadership and management training, team development, and creating streamlined systems and processes that drive efficiency and productivity.

I am the best-selling author of Take the Leap: Mastering the Transition from Employee to Manager, a practical blueprint for building high-performing teams, improving team dynamics, and setting the foundation for leadership success. My work and insights have been featured in Forbes, Entrepreneur, and Business Insider, where I share actionable strategies for business growth and effective leadership.

With a Master's degree in Industrial Management from the University of Central Missouri and a Bachelor of Science degree in Industrial Engineering from Moi University, I combine a strong technical foundation with proven leadership strategies to deliver results. My passion lies in equipping businesses and leaders with the tools and strategies they need to thrive, creating lasting impact and driving transformative change.

taplio

The Battle

Chad Greenlee

Isaac Wambua - Speaker and Coach

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