Co-Head of Private Credit at Eaton Partners
Elise deserves all the credit for helping our firm achieve a goal that had eluded us: getting our Vision and Mission Statement down on paper. She was adept at connecting with multiple different types of personalities to keep everyone engaged. Our busy schedules allowed limited time to work with, but her pacing kept us productive. She knew exactly how and when to nudge us so we would stay on course. Her ability to tease out ideas, organize them and feed them back to us in a coherent manner was truly impressive. Her preparation was evident throughout our sessions and her follow-up was also timely. We are looking forward to working with Elise again on other strategic planning initiatives and can recommend Optimum Advisors with confidence.