Purpose
We work with leaders to maximize their effectiveness and optimize their organizational talent to create a vibrant culture of growth and well-being.
Values
Service Respect Honesty
Integrity Excellence Innovation
Mission
We help leaders connect to their authentic self and communicate openly to build a culture of trust that respects and optimizes talent.
Vision
We envision individuals growing and expanding and using their talents and purpose to enrich their lives, organizations, and communities.
"Joan did a great job of leading the partners of Millennial Group through a personal mission/vision process that allowed us to re-engineer our corporate mission, vision, values and operating agreements.
She kept us focused and facilitated an outcome that invigorated our team and drives our culture and client service structure."
Jesse Hurst, CFP, AIF
President
Impel Wealth Management
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