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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.

 

The story behind our recipe for advisors


Watch the video to see how Bernie’s original vision and today’s women‑led team

come together to help advisors build real businesses, not just busy practices.


Ready to meet the people behind the story? Scroll down to get to know our team.

Team Headshot Compilation 3.2025.jpg
 

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


 
 
 
 
 

Tom-Ann Ecker

Project Manager

832.725.0885


 
 
 

Lindsey Patten, MBA

Project Manager

937.307.6043


Courtney Cotter, APMA®

Registered Principal Delegate - Compliance

952.994.1328


 
 
 
Kim Kaluza.jpg

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

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