The ClientWise Team

Our Team

Our Team

Ray Sclafani Founder & CEO

After 20 years at AllianceBernstein, Ray Sclafani founded and heads ClientWise, which provides elite coaching programs and consulting exclusively for the financial services industry. Ray’s passion for serving leaders, advisors, and companies in the financial services sector is reflected in ClientWise and its unique coaching programs and team of credentialed coaches.

Emma Black

Emma joined the ClientWise team as a Business Development Representative. In 2020, Emma graduated from Montclair State University with a Bachelor's degree in Family Science and Human Development. She began her career working in fundraising at a private boarding school in New Hope, Pennsylvania. As she was born in the South, Emma wanted to return to her roots. She chose Texas as the place to put down new roots and settle. Texas is the perfect fit for Emma to focus on relationship building for ClientWise and continue her varied interests in yoga.

Owen Dahl

Owen Dahl leads the ClientWise Valuation Services Team. He comes directly to ClientWise from Envestnet, where he held a special appointment as Subject Matter Expert to Valuations following Envestent’s acquisition of Truelyticcs Valuation Software in 2022. Owen developed much of the financial modeling that drove Truelytics software when he held Board and Technical roles with Truelytics, and as co-Founder and President of Gladtone Analytics where the software was initially incubated under Owen’s technical guidance.

Shawn Elder

After 28 years supporting large financial services firms, Shawn Elder joined the ClientWise team as the Chief Operating Officer. He spent 12 years at CapitalOne in a variety of leadership roles including Director of Technology leading complex technology investments and Director of Process Engineering leading operational transformations.

Jerilynn Hallett

Before joining the ClientWise team, Jerilynn worked in a variety of fields. She was Manager of Environmental Services at a physical rehabilitation facility, a Yacht Stewardess on a private yacht, and a Banking Customer Service Representative.

Sophia Harbas

Sophia Harbas has more than 20 years of experience in financial services management, including business development, client relationship management, and marketing. She spent 18 years at AllianceBernstein in a variety of management and executive roles, including Vice President of Sales Data and Marketing Operations and Assistant Vice President of Cash Management Services.

Lauren Kaufman

Lauren Kaufman is a Senior Business Consultant at ClientWise. Lauren has a BA in Communications with a minor in Mandarin from the University of Colorado-Boulder. Lauren spent 8 years at Dimensional Fund Advisors where she worked with advisors and firms of all sizes on their practice management and growth strategies. Most recently, Lauren was the Lead Coach at Limitless Advisor Coaching. Lauren's unwavering passion for excellence, both personally and professionally, continues to inspire and drive her commitment to empower firms to achieve unprecedented levels of success.

Nathan Kim

Nathan Kim joined the ClientWise Team as a Valuation Business Analyst. Nathan has a BBA in Finance with a minor in Accounting from the University of Texas-Austin. Prior to joining ClientWise, Nathan spent 2 years at Deloitte where he worked within the Business Valuation division. He worked with clients in various industries offering purchase price allocation, total enterprise valuation, intangible asset valuation, and consulting services. Additionally, he helped in preparing client deliverables for financial reporting purposes as well as in overseeing audit process for multiple entities. Nathan currently lives in Allen, Texas and enjoys playing golf, basketball, and other sports in his free time.

Val Kingland

Valerie joined the ClientWise team as a Client Experience Specialist in 2021. She holds a Master of Arts degree in Leadership and an undergraduate degree in Business Management from Dallas Baptist University. While in college, she competed in track and her main event was 400m hurdles. She has experience in customer service and sales, with relationship-building as her main focus. Off the clock, she enjoys spending time with her husband and trying all the tacos in DFW.

Margaret Krigbaum

After 11 years in private law practice, Margaret transitioned to coaching in late 1994, in the early years of the coaching profession. With over 15 years of coaching experience, her broad range of clients includes Fortune 500 companies, C-Suite and senior executives, and executives and professionals in the sectors of financial services and law.

Sarah Luther-Keller

Sarah Luther-Keller is a Senior Relationship Manager at ClientWise passionate about partnering with our clients to co-create a Strategic Plan that allows advisors to think about what they really want for their businesses. As she leads the team of Relationship Managers, she is infusing her passion, knowledge and coach approach into the team for a broader impact in the financial services industry.Sarah has a BA in Communications from Duquesne University. She began her career as a Financial Advisor with New England Financial and then moved into a Director of Recruiting role. Now at ClientWise, she has completed the ClientWise Certified Financial Services Coach Training Program™ and is on her way toward attaining her Associate Certified Coach from the International Coaching Federation having spent over 100 hours coaching advisors and their teams on leadership & practice management objectives.Sarah’s passion is to dig deep with clients and help make a difference in not only their professional lives but also their personal lives. She does this not only in her capacity as a Relationship Manager, but also as she facilitates emerging leaders workshops and performs main stage at various financial services conferences. She currently resides in Pittsburgh, PA, recently engaged to her Fiancé’, Jason and loves spending time with her pug, Mugsy. Sarah has had an impressive past of true athleticism. She has completed in multiple half marathons and endured multiple themed races. She was also a nationally qualified bodybuilding competitor in the OCB, a natural bodybuilding organization.

Kelsey Nicholas

Kelsey is the Community Manager for the ClientWise eXchange™. She believes that everything happens for a reason and if you work hard enough, you can do anything you set your mind to. Coming from a background of customer service in retail, recreation, healthcare, and hospitality, she has learned that the success of a business starts with the customer relationship. Kelsey graduated from the University of Arkansas with a Bachelor of Science degree in Human Environmental Sciences. She is a born and raised Texan who loves the Lone Star State. In her free time, Kelsey enjoys baking, crafting, and spending time with her husband and dog, Lucy.

Megan Stoddard

Megan Stoddard is a Senior Business Consultant with ClientWise, bringing over a decade of experience in strategic marketing and business growth to the team. Before joining ClientWise, Megan spent the last eight years at Northwestern Mutual, where she served as both the Chief Marketing Officer and Chief Growth Officer for the Houston Network Office. In these roles, she collaborated extensively with financial advisors and their teams, crafting customized marketing strategies designed to elevate their brands, deepen client relationships, and drive sustainable growth. Megan's focus on aligning these strategies with each team's unique goals helped maximize their potential, leading to long-term success for both the advisors and their clients.

Tim Whiting

As Chief Growth Officer, Tim leads business development and relationship management for ClientWise. With over two decades of experience in the financial planning and wealth management industry, Tim brings a consultative, needs based, and client-centric business development approach to our team. He also serves as a vital strategic bridge between sales and marketing. He was previously the Chief Revenue Officer for the Investments & Wealth Institute (formerly IMCA) where he led sales, marketing, and communications and spearheaded the growth of the CIMA®, CPWA®, and RMA® certifications. Prior to IWI, Tim was Group Publisher, leading the Investment Advisor Group at SourceMedia (now Arizent) and Publisher of Financial Planning magazine. Before that, he managed corporate relationships for the Denver, CO based Financial Planning Association (FPA).

Our Coaches

Our Coaches

Shawna Corden

Shawna Corden excels in building better leaders and fostering a coaching culture. She combines her 23+ years of Fortune 10 business leadership experience, with her 15+ years of Leadership coaching to partner for excellence.

Debbie Crouse

Executive Coach, ICF – Master Certified Coach (MCC) Debbie Crouse is an executive coach based out of Philadelphia, Pennsylvania, USA. She’s the Founder of Danest Enterprises, a seasoned speaker, and a dynamic workshop/training facilitator. Her approach to business and life is intentionally strategic yet simple. Debbie is REAL, high energy, passionate and loves adventure! She’s beenmarried for over 40 years, has 2 adult children, a daughter-in-law and grandkids who call her GiGi.

Sholeh Dadressan

Sholeh has fifteen plus years of Global Human Resources experience working in various industries (Financial Services, Consumer and Pharmaceutical industries). She has experience in Executive Search and leading Global Talent Leadership programs. She is in her 15th year with GlaxoSmithKline, where she manages the US Commercial Talent Programs and is passionate in utilizing her coaching approach as a performance and engagement lever.

Margaret Dunlap

Margaret’s award-winning 40-year institutional financial services career as a VP of Sales for firms like TD Ameritrade and Schwab has equipped her with an understanding of the rigor and resilience required to achieve results. She started out her career selling retirement plans to corporations and, more recently, has focused on recruiting financial advisors to independence helping them start their own practice. Margaret believes that the foundation of career success in the financial services industry is building relationships based on trust. She recognizes the importance of developing social and emotional intelligence skills, which are essential for building rapport, creating a repeatable sales process and maintaining continuous engagement when developing new business. As a coach, Margaret supports her clients in tapping into their internal resources to identify their obstacles as well as their motivations, enabling them to achieve their objectives and greater fulfillment. She listens to her clients with curiosity, asking questions that help create a new perspective and untangle any limiting beliefs into small, actionable steps towards the outcomes they want to achieve. Clients have described her as kind and compassionate but also direct.

Andrea Gemma

Andrea Gemma brings 20+ years of business experience, coaching leadership, and excellence. She has a broad-reaching background, which spans the financial, higher education, professional services, retail, technology and other industries nationally and internationally.

Bobbi Gemma

Bobbi Gemma has been coaching financial professionals and industry leaders for almost a decade. Bobbi was a founding member of the International Coach Federation (ICF) and is the founder and leader of the Coastal Carolinas Chapter of the ICF.

Leah Grant

Leah Grant has more than twenty years of experience coaching financial advisors, advisory teams, and financial services industry leaders. She has assisted professionals at major firms and RIAs to increase their efficiency, hire the right staff, design effective marketing strategies, and grow--both as a business and as an individual.

Mike Green

Master Certified Coach| Leadership & Executive Coach | Emotional Intelligence Consultant Mike Green, MCC is an Author of Wandermust A Hero’s Journey To Seven Truths, Global Keynote Speaker, Facilitator, and Master Certified Coach with over 30 years and 12,000 hours of international human performance coaching experience. As an “adventurer of leadership coaching,” Mike has traveled to and worked with individuals and organizations in over 64 countries on all seven continents.

Miriam Hyman

Miriam’s experience encompasses 3+ decades in leadership and management consulting, leader and team development/training, group facilitation, and executive coaching, serving a range of client organizations and individual clients. Miriam started her financial services career as an early female pioneer in Deloitte’s NYC audit group, quickly progressing into Deloitte’s management consulting services, where she advised and supported both financial services client organizations and other companies’ internal financial and operations functions.

Alison Joslyn

Having worked as a senior executive for over 25 years in the biopharma industry, in roles ranging from leading large, international commercial regions and country operations to heading strategic functions and franchises globally, Alison brings a unique perspective and deep contextual understanding to her coaching of senior executives. She has lived the challenges of tight deadlines, big deliverables, and high stakeholder expectations, not to mention major organizational changes, tricky corporate politics, and significant budget cuts, all while delivering results and continuing to develop her own leadership skills.

Regina Koetters

Regina Koetters is dedicated to helping business owners and their teams get out of their own way. She has a knack for helping clients uncover the true bottlenecks and blindspots that undermine their success and grow their companies with greater confidence and speed than they think possible.

Russell Long

A leader in the professional coaching industry for the past 15 years, Russell Long specializes in leadership and team development as well as culture change coaching. His experience in a variety of business settings, from large corporations to entrepreneurial organizations, has provided him with the opportunity to help clients drive change, performance and service improvement, develop interpersonal skills, and manage transitions.

Terrie Lupberger

An executive coach and advisor to leaders and teams worldwide, Terrie works at the intersections of leadership and coaching to elicit the very best – the greatest potentials - from an individual or a team. Combining her passions for business and for people, she uses innovative change processes and methods to help individuals and teams improve their performance and get results without sacrificing well-being.

Jen Markarian

Jen Markarian brings with her 9 years in business coaching, leadership development and facilitating. As an impassioned coach, Jen partners with leaders, executives and teams to align who they are with what they do, holding the space for transformational change by leveraging strengths, creating awareness and co-designing strategic action, so her clients accomplish their stated goals, discover untapped potential and thrive in work and life.

Helene Mazur

Helene Mazur has over 35 years of experience helping to effect meaningful, sustainable growth in the lives of individuals, teams, and organizations. During the past 18 years as a business coach and facilitator, Helene has worked with a wide variety of leaders in professional service practices, specializing in her work with financial advisors

Jayson Morris

Jayson leverages over 20 years of diverse experience in corporate, nonprofit, and philanthropic sectors, combined with a deep commitment to personal development, to empower his clients and guide them towards achieving new levels of professional and personal growth.

Trish Perry

Trish Perry is a Master Certified Results Coach. Her expertise lies in leveraging the power of coaching to empower executives, professionals, and teams who want to thrive both professionally and personally, guiding them toward leveraging their inner strength, purpose, and talent, to accomplish their goals.

Pamela Richarde

Pamela Richarde has more than 17 years of experience coaching C-level leaders and financial professionals across multiple industries. A pioneer in the field of coaching and past President of the International Coach Federation (ICF), she has played an integral part in the development of the profession of coaching, including co-creation of certification standards and globally accepted core coaching competencies.

Elias Scultori

Elias is a leadership and executive coach with the primary focus of empowering leaders on how to incorporate the coach approach into their leadership style. The coaching mindset can be transformative to teams, organizations, and communities at large. It is by listening, asking questions, and truly honoring each individual that we are able to optimize engagement, purpose, innovation, and ultimately productivity and growth.

Wendy Waldron

As a Professional EOS Implementer®, Wendy successfully helps business leaders master the skills, tools and disciplines they need to break through their ceiling and get what they want from their business. Leaders choose Wendy because she believes in them and expects them to step into their own light. She elevates you to your higher potential and helps you transform your business! A trusted ally, Wendy brings vast experience and a joyful heart to every interaction. She removes the barriers to success by delivering guidance that is simple and practical. Her clients see results in their businesses and their lives. Wendy believes that in reality there is no ceiling; she points out opportunities to learn and improve your leadership team’s skills. She shows leaders how to make better choices, rather than excuses. There are endless opportunities to win and she’s here for it!

Dr. Patrick Williams

As a coach for four decades, Pat is a founding member of the ICF and is an inaugural member of its Circle of Distinction, a Master Certified Coach, a Board-Certified Coach, and a member of Forbes Coaching Council.

What's Your Next Ambition?

Achieving Your Next Ambition

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About ClientWise

The ClientWise Team

Our Team

Ray Sclafani Founder & CEO

Ray Sclafani Founder & CEO

Emma Black

Emma Black

Owen Dahl

Owen Dahl

Shawn Elder

Shawn Elder

Jerilynn Hallett

Jerilynn Hallett

Sophia Harbas

Sophia Harbas

Lauren Kaufman

Lauren Kaufman

Nathan Kim

Nathan Kim

Val Kingland

Val Kingland

Margaret Krigbaum

Margaret Krigbaum

Sarah Luther-Keller

Sarah Luther-Keller

Kelsey Nicholas

Kelsey Nicholas

Megan Stoddard

Megan Stoddard

Tim Whiting

Tim Whiting

Our Coaches

Shawna Corden

Shawna Corden

Debbie Crouse

Debbie Crouse

Sholeh Dadressan

Sholeh Dadressan

Margaret Dunlap

Margaret Dunlap

Andrea Gemma

Andrea Gemma

Bobbi Gemma

Bobbi Gemma

Leah Grant

Leah Grant

Mike Green

Mike Green

Miriam Hyman

Miriam Hyman

Alison Joslyn

Alison Joslyn

Regina Koetters

Regina Koetters

Russell Long

Russell Long

Terrie Lupberger

Terrie Lupberger

Jen Markarian

Jen Markarian

Helene Mazur

Helene Mazur

Jayson Morris

Jayson Morris

Trish Perry

Trish Perry

Pamela Richarde

Pamela Richarde

Elias Scultori

Elias Scultori

Wendy Waldron

Wendy Waldron

Dr. Patrick Williams

Dr. Patrick Williams