GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Kyle Ellis
Dedicated to working alongside complex business leaders helping them strategically plan and reach fulfillment, both personally and professionally. Top priority is to deeply engage and form trusting relationships with clients to provide unique...
ABOUT KYLE
Dedicated to working alongside complex business leaders helping them strategically plan and reach fulfillment, both personally and professionally. Top priority is to deeply engage and form trusting relationships with clients to provide unique solutions through critical thinking. Experienced in both personal financial planning and analyzing financial statements of middle-market privately-held businesses throughout multiple industries.
Career began in Crowe LLP's audit practice and transitioned to a current role at Windsor Advisory Group. Windsor is an investment advisory firm that provides family office services to highly successful individuals, their families and family offices.