COACHES

Allison Ballou

ALLISON BALLOU

Elite Advisor Coach

Allison Ballou is committed to helping business professionals and entrepreneurs develop their highest personal, professional and leadership potential. With vast experience in corporate marketing and extensive coach training, she has coached and trained hundreds of individuals ranging from founders of small startups to leaders of Fortune 500 companies.

READ MORE
Valerie Chaney

VALERIE CHANEY

Elite Advisor Coach

Recognizing that the cornerstone to successful coaching is personalized service, Valerie Chaney has committed herself to professionalism and the cooperative development of unique coaching strategies.

READ MORE
Karen Duncum

KAREN DUNCUM

Elite Advisor Coach

Karen Duncum has displayed a long-term commitment to helping corporate executives and entrepreneurs reach peak performance.

READ MORE
Andi Groomes

ANDREA GROOMES

Elite Advisor Coach

Andrea "Andi” Groomes’ keen insight, coupled with her creative problem-solving skills, provides advisors with the strong support needed to serve their affluent clientele and grow their businesses beyond traditional limits.

READ MORE
Allyson Lee

ALLYSON LEE

Elite Advisor Coach

Allyson Lee works with advisors enrolled in CEG Worldwide’s coaching programs to jump start their business success by overcoming obstacles and surpassing perceived limitations to growth.

READ MORE
Tracey Lovejoy

TRACEY LOVEJOY

Elite Advisor Coach

Tracey Lovejoy has worked with clients in a variety of large organizations such as Amazon, Steelcase, Microsoft, Intel and Vodafone, as well as supporting executives in small businesses and CEOs of startups. In her work with financial advisors, she specializes in helping her clients confidently build their ideal wealth management businesses.

READ MORE
Lois Pfeiffer

LOIS PFEIFFER

Elite Advisor Coach

Lois Pfeiffer brings to CEG an exceptional pedigree as a business leader, entrepreneur and consultant. A certified coach with a focus on optimizing individual, team and organizational performance, she is highly effective in helping candidates make the critical adjustments to move their business to the next level.

READ MORE
Julie Sendelbach

JULIE E. SENDELBACH

Elite Advisor Coach

Julie Sendelbach helps financial services professionals generate and maintain the changes necessary to achieve new levels of success. Sendelbach is an expert at helping financial services professionals change their behaviors in ways that support the implementation of new initiatives.

READ MORE
Stephanie Zafarana

STEPHANIE ZAFARANA

Elite Advisor Coach

Stephanie Zafarana has worked in the financial services industry for a large portion of her career in various roles including client associate, financial advisor and technology specialist. Most recently, she has established herself as an entrepreneur and small-business owner, operating a successful marketing company with her husband and coaching other like-minded professionals.

READ MORE