Legal & Financial

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Noel Roberts

Real Estate Branding & Marketing Expert

My name is Noel and I am a seasoned real estate agent and analyst with a passion for branding, marketing, lead generation, deal underwriting, and capital raising. With a wealth of experience in the industry, I have honed my skills and expertise to become a trusted advisor in the real estate market. Throughout my professional journey, I have achieved significant milestones that have shaped my career. One of the highlights was being featured on Netflix, where I shared my insights and expertise on the real estate industry. This exposure allowed me to connect with a wider audience and establish myself as a thought leader in the field. In addition to my media appearances, I am also proud to have founded a venture-backed startup. This experience has given me a unique perspective on the challenges and opportunities that arise in the real estate market. It has also allowed me to develop innovative strategies and solutions to help my clients achieve their goals. What sets me apart from others in the industry is my ability to provide comprehensive advice and guidance to both new and seasoned real estate professionals. Whether you are just starting out or looking to take your business to the next level, I have the knowledge and expertise to help you succeed. I understand the intricacies of the market and can provide valuable insights that will give you a competitive edge. With a focus on professionalism and a commitment to excellence, I am dedicated to delivering exceptional results for my clients. I take pride in my ability to build strong relationships and provide personalized service that meets the unique needs of each individual or organization I work with. If you are looking for a real estate agent and analyst who can provide expert advice, innovative solutions, and a personalized approach, I am the ideal candidate for you. I look forward to the opportunity to work with you and help you achieve your real estate goals.

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real estate agent
real estate analyst
lead generation

Megan McCoy

Financial Therapy Researcher & Educator

r. Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™ is an Assistant Professor at Kansas State University’s Department of Personal Financial Planning. She teaches courses at the undergraduate, graduate, and doctoral levels focused on financial well-being, financial therapy, and couple dynamics regarding finances. Dr. McCoy holds a B.A. in Psychology from The University of North Carolina and an M.A. in Marriage and Family Therapy from Drexel University. Dr. McCoy also attended the University of Georgia, where she earned a Ph.D. in Human Development and Family Science with an emphasis in Marriage and Family Therapy. She is a licensed Marriage and Family Therapist, an Accredited Financial Counselor®, and a Certified Financial Therapist-I™. During her doctoral program, she developed a specialization in financial therapy and client psychology. She had the opportunity to work with clients alongside financial planning students to treat clients’ financial well-being together. Observing and learning from financial planners’ work with clients enabled Dr. McCoy to gain more insights into the psychology of financial planning. She serves on the Financial Therapy Association's Board of Directors and was the past Associate editor of the Journal of Financial Therapy. She is currently co-editor for the Financial Planning Review. She was also a guest editor on a special issue on finances for Contemporary Family Therapy. Dr. McCoy’s research interests focus on financial therapy, financial well-being, and financial communication, as well as diversity, equity, and inclusion issues. She has published over forty articles in top-tier mental health, family science, financial counseling, and financial planning journals. This year, her research has won awards from the National Council of Family Relations and the Financial Therapy Association. Dr. McCoy has been awarded grants from the Financial Planning Association, the National Endowment for Financial Education, and FP Canada to continue research on how to integrate client psychology topics into financial planning to foster trust and commitment with clients. Dr. McCoy has also been featured as a financial well-being expert on the Today Show, NPR, BBC, the Wall Street Journal, and many other media outlets.

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financial wellbeing
financial therapy
couple dynamics
financial planning

Peter Macdonald

Board Governance Consultant

I have served as a trustee of non-profit, independent school boards for the past 10 years. My work focuses on helping boards advance their school's mission by identifying ways to perform more effectively. With more than 30 years experience as a trial lawyer with a national law firm, I have deep experience in conflict resolution. My focus now is to help boards work effectively by identifying shared goals, understanding the board's defined role, and acting within that framework to support school leaders. I use my legal training and board experience to help board leaders succeed. All net proceeds are donated to 501(c)(3) qualified independent schools.

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independent school boards
school's mission
perform more effectively