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the benefits of working with our team

Our team offers depth and diversity in our combined levels of skills and experience

You’ll enjoy our personal approach and one-to-one interaction with your primary consulting resource, while also benefiting from the wider skillset of the team as a whole.

Our team is comprised of sixteen professionals with backgrounds in many fields, so you’ll understand and feel comfortable with the guidance you receive and the strategies we recommend.

 
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Traci Williams

CEO, Associate Franchise Consultant

512.809.4331


Jasen Braun, CFP®, MBA, CRPC®, BFA™

Chief Operating Officer | Associate Business Consultant | Registered Principal

612.237.1151

  • Jamabalaya Group Team Leadership
  • Jambalaya Group Operations
  • Training Team Leadership
  • Advisor Prep Institute
  • Practice Valuations Oversight
  • Leads/Prospect Management

 
 
 

Kelly Hart, CRPC®

Associate Business Consultant

651.756.0063


Amy Edwards 

Associate Business Consultant

Project Manager

612.210.8133


 
 
 
 
 

Margaret Stanberry

Human Capital Specialist & Training Manager

219.405.1592


Tom-Ann Ecker

Project Manager

832.725.0885


 
 
 

Lindsey Patten, MBA

Project Manager

937.307.6043


Courtney Cotter

Registered Principal Delegate - Compliance

952.994.1328


 
 
 
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Kim Kaluza

Recruiting Consultant 

952.807.1044


MaCara Moffit

Training Manager

  • 1:1 Training
  • Salesforce Training
  • Fundamental Tools Training
  • Advanced Tools Training

 
 
 

Cate DeLaRosa

Owner | Managing Business Consultant

952.426.5550

  • Jambalaya Group Team Leadership
  • Jambalaya Group Business Development
  • Jamabalaya Group Financials
  • Advisor and Team Member Coaching
  • Jamabalaya Group Conference Planning
  • BDLR Payroll