Who are we?
We are a baby boomer from Wall Street and a millennial from Main Street. We embrace, acknowledge, and respect our differences, and together have formed a Think Tank that Executes.
We each recognized the qualities in a business partner we were looking for when we met. We realized that the combination of our unique individual backgrounds and intergenerational partnership would be a powerful and impactful source in our clients’ lives.
“What I am drawn to in Lauren is her high intellect and integrity – someone who is creative, artistic and passionate. She truly has a beautiful mind.”
– Gordon Morse
“I believe Gordon’s skill set and professional background is an obvious complement to mine. Beyond his background, Gordon is incredibly relational, inspiring, ethical, and creative. I’m honored to be his business partner.”
– Lauren Kelley
Our Collaborative Advisor
Patricia 'Pat' is a Global CEO, and Omni-channel visionary who elevates iconic brands aesthetic by optimizing the brand's story, and position to deliver exponential profit and revenue growth. Her cross functional C-Suite experiences with brands like from .com, 911 and 2008 crisis positioned her to help brands navigate market fluctuations by purchasing online. Pat adapts to new models with speed to provide competitive advantage. Pat is also an Advisory Board Member and Judge for Shore Hatchery of the Salisbury University Purdue School of Business. The Shore Hatchery program assists entrepreneurs in creating new businesses and jobs in the region - it is also a casting source for ABC's Shark Tank.