We have established the Monterey Wealth Advisory Board to help us develop, prioritize, and execute our long-term strategic objectives. Our goal is to profitably grow the business while adding ideal clients and maintaining a “raving fan” service delivery organization. The
following advisors have graciously committed their time, energy, and expertise. We are grateful for their wisdom and friendship.

 

Paula Charles - Founder and CEO of Abraxas Business Services; Owner and officer of
Suzuki Learning Center

Paula Charles is the President of two companies: Abraxas Business Services, a firm specializing in M&A and business brokerage for privately held businesses, and The Suzuki School, a private preparatory preschool. Paula and her husband, along with the School Director and a small group of investors, acquired Suzuki in 2005.

Paula has worked in a wide variety of capacities and industries during her career. Between undergraduate and graduate school she worked in the Netherlands for Peat Marwick & Mitchell as an auditor. After receiving her Masters degree from the University of Texas, she joined Deloitte & Touche, where she spent 11 years in management consulting working closely with clients in service, retail, distribution and manufacturing in a wide variety of strategy, operations improvement and systems implementation projects.

When Paula left Deloitte & Touche she went into industry where she held several executive positions. She spent five years as a Vice President at National Data Corporation, first as the VP of Product Management, and later as a VP in the M&A group. While at NDC, Paula worked in the payment processing industry and the health care industry developing expansion strategies and leading M&A efforts. After NDC she was the SVP of Finance of a publicly
traded franchising company, and then worked in a small internet retail startup as the CFO. She was also the SVP of Finance at a national janitorial service company with over 35,000 employees.

Paula launched Abraxas Business Services in March 2003. The focus of the company is to provide a hybrid of investment banking services and business brokerage services to the lower middle market.

Paula splits her time between Abraxas and Suzuki. Much of her time at Suzuki is focused on building better hiring, training, and retention practices for the teachers, and is raising the academic programming of the school.

Paula holds a masters degree in accountancy from the University of Texas, and B.S. in business administration from the University of Washington. She is a CPA (inactive), a Certified Management Accountant (CMA), Certified in Production and Inventory Management (CPIM). Until recently, she served as the Treasurer and board member of The Board of Directors Network, and the Board Chair of The Samaritan House. While at Deloitte & Touche, Ms. Charles co-authored a book entitled “Financing Wholesale-Distribution in the 1990’s”. Ms. Charles chairs the Valuation Section for the Georgia Society of CPA’s.

 

Frank Fenello – President MDI – Finance & Accounting

Frank Fenello has over 16 years of professional consulting and leadership experience in the finance, audit and related project services industry. He started his career in auditing with Deloitte and Touche, and he moved to Deloitte Consulting and other consulting firms where he specialized in Business Process Reengineering and ERP System Implementations.
Most recently, he was the Managing Director of an international professional services firm
that provided clients with professionals in Finance and Accounting, IT and Human Capital Management. Frank joined MDI as the President of the Finance and Accounting division in July 2005.

 

Barry Flink – Co-Founder and Managing Partner – Flex HR, Inc.

Flex HR, Inc. is a management consulting service which offers a product called Employee Universe (a sophisticated human resource information system). Currently in 9 states, Flex
HR has plans to be nationwide within 3 years. In addition to FlexHR, Barry is involved in land and business development activities in Metro Atlanta.

His past experience encompasses over 30 years management experience with over 20
years at the “C-level”. Barry has been a guest lecturer at over 20 US and Canadian universities and currently holds the position of visiting professor at Georgia Tech, Emory, & Kennesaw State University. In addition to his human resources experience, Barry has management operations experience in the hospitality and logistics industries. He has published several articles and does extensive public speaking for groups through the
eastern half of the US. In his spare time, Barry serves on 18 boards of companies or not-for-profit organizations. He is happily married for 34 years to Vicki and has a 27 year old son, David who founded and directs a very successful 501c3, Project Eye to Eye in New York City.

 

David Helfman – DPM, Founder of Village Podiatry Group and Founder and CEO of BizMed

David is a visionary in the field of podiatric medicine. He has built one of the largest podiatry practices in the country in less than fifteen years and manages a rapidly growing medical practice management company. In addition, Dr. Helfman is an organizer and director of Signature Bank of Georgia.

 

Rick Lackey – Founder and CEO of City Commercial Real Estate

A veteran 22 year straight commissioned sales person and former executive vice president
of a NYSE company, Rick is one of the leading commercial real estate brokers in the United States. He has been involved in over 10 million square feet of lease transactions, over $1 billion sale transactions, represented clients in virtually every major market in North America and has experience in Europe as well as Latin America.

Rick is now an entrepreneur and is the founder of City Commercial Real Estate™ - a new commercial real estate service company that allows real estate professionals and independent commercial real estate service companies to maintain their independence, keep more than 100% of the revenue they create, increase the value of their practices and/or businesses while sharing in the benefits offered by the scale of a larger company.

Rick also has a consulting practice called Friend & Clients™, which helps companies Accelerate Relationships™ to improve performance.

 

Beth Miller – Chair for Vistage International and Executive Coach

Combining over 25 years of business experience in both the Fortune 500 & entrepreneurial worlds, Ms. Miller provides a unique perspective in her executive coaching and group facilitation work with business owners. She brings her own learning from both worlds to help CEO’s and business leaders drive towards their goals both personally and professionally.

Ms. Miller graduated from Babson College with a BSBA in Finance and has additional MBA course work in Marketing at Babson. In 2001 she completed Harvard Business School’s Owner-President Management Program. She is also a member of Leadership Atlanta’s
class of 2004. She has received numerous awards including Business to Business’s Diva award in 2000 and Georgia Trend’s 40 under 40 in 1998