TEAM LEADERSHIP

“… A Leader Knows The Way, Shows The Way and Goes The Way”

New Business Development

Does Your Marketing & Brand Have Enough Allure?

Team Harmony

Has Your Team Found It’s Perfect Pitch?

Time Management

Do You Have The Capacity To Double Your Business?

Team Architecture

What Team Architecture Will It Take To Get You To The Next Level

Transitions

…How Will You Manage Your Team’s Lifecycles?

Biographies

Bill Stepanek

Managing Partner /
Senior Performance Coach

“Teamwork is the one simple word that drives the planet. From running countries, to building massive structures or exploring the heavens. For without teamwork, people are limited in their own energy and vision of the future . . . we build teams that go the distance.”

Bio

Bill is a Certified Advanced Corporate Coach, which enables him to help teams efficiently design and achieve common goals.
He is also a Certified Professional Behavioral and Values Analyst, which gives him the knowledge and skills to help teams develop their internal communications processes to improve group dynamics.
Bill started in the financial services industry in 1977 when he joined New York Life Insurance Company and then EF Hutton in 1979 as a Financial Advisor, both in Colorado Springs, CO.
In 1981, EF Hutton moved Bill and his family to New York City where he led the training of new Financial Advisors and coached Branch Managers on developing trainees. From 1983 to 2004, he moved a few more times to lead offices in Hawai’i and California for EF Hutton, which later became Smith Barney. In Menlo Park, CA, Bill worked with some of the firm’s most productive advisors in Corporate Services who all functioned in teams, which is where he first learned how to develop and optimize team performance.
In 2004, Bill became the Team Consultant and Coach for the Western Division of Smith Barney, later Morgan Stanley Smith Barney, where he advised nationally on team formation and development of financial advisor and management teams.
In 2012, Bill along with partners started Team Performance Group with the purpose of helping team leaders and teams form, develop and pass on to future generations teams that perform at their best.
Bill and his wife, Linda, have been married for over 48 years, have two children and 4 grandsons, and live in the San Francisco Bay Area. When not participating in family or professional commitments, Bill enjoys cycling, competitive archery and woodworking.

Bill Kica

Founder / Senior Performance Coach

"Bill Kica is a Registered Corporate Coach (RCC) with 30 years of experience in financial services, consumer packaged goods, automotive, retail and capital equipment industries with leading Fortune 500 firms. In his 40-year career, Bill has become known by his clients and associates as a “marketing guru” having been awarded several prestigious branding, marketing and business development awards."

Bio

Bill’s passion is for coaching talented individuals and enabling them to reach their highest potential by setting new standards for performance. He is one of the founding partners of Team Performance Group, LLC, which seeks to set new standards for high-performance worldwide. And coaching is in his blood having served as former coach, Captain, and MVP of two NCAA National Championship teams.

Bill was awarded the National Sales Director Award for top sales performance at a leading financial services company. As Area Sales Manager in the North Chicago Market, he led his area to an all-time revenue record with over 100 financial advisors in 9 branch offices. Bill has served as a Divisional Practice Management Consultant for Morgan Stanley Smith Barney wherein he was honored to play a key coaching role for many high-performance advisory practices including Barron’s Top 100 advisors and teams.

Most recently, Bill led RIA merger & acquisition, integration, strategic planning, and team development activities as Director of Business Planning for leading national Family Office which has now grown to managing several billion in assets under management.

Bill is D.I.S.C / Workplace Motivators certified and has held the Certified Wealth Strategist (CWS) designation. Bill holds an M.B.A. degree in Strategic Planning and B.A. in Psychology from the University of Notre Dame. Bill and his wife Linda reside near Madison, Wisconsin and enjoy fly fishing and bird dogs.

Matt Turnbull

TPG Strategic Partner / Performance Coach

"Greatness in our world begins with a vision; it isn’t held or controlled by one, it is shared and owned by all. When a team collaborates and shares in their vision, greatness is their legacy. It is what others marvel at and remark about. Collaboration must be practiced and never taken for granted; it is fragile and risks crumbling if ignored. Willingness to share, communicate and collaborate will drive teams into a new realm, to get them to “go the distance.”

Bio

Matt is passionate about helping clients create a business culture that provides an un- paralleled service experience. Drawing upon over twenty-five years of experience in the financial services industry, Matt has been able to cull a valuable skill from his knowledge: Perspective.
After serving his country as an officer in the US Army, Matt spent his first seven years in the financial services industry as a financial advisor. Matt then served as a Morgan Stanley branch manager for 7 years, transitioning to the role of Regional Director Consulting Group at Morgan Stanley. Working for the Consulting Group for 5 years, he later moved to become an institutional sales director at PNC Bank.
Matt has been a FINRA arbitrator as well as a NASD Region 8 Alternate, striving to help all parties understand the balance between clients, advisors, and the regulatory environment. Matt completed the Certified Investment Management Analyst designation (CIMA) from the Wharton School at the University of Pennsylvania. Additionally, he completed the Applied Behavioral Finance Certificate through IMCA (Investment Management Consultants Association).
Matt met his wife Ann while attending Michigan State University and graduated with a Multi-Disciplinary degree. They reside in Metro-Detroit with their three daughters and take advantage of the outdoors by gardening, kayaking, golfing, and playing pickle ball. In winter his energy converts to squash and bowling as well as amateur theater.

Kelly Oldfield

TPG Consultant - Team Efficiency, Administration, Client Service Systems and Support

“If willing to work hard, we all have the ability within us to master many skills. If you collaborate with other people who are also willing to work hard, each focus on the areas you excel, value and support each other, the group becomes one successful unit able to achieve incredible goals.”

Bio

Kelly is a communication & client service efficiency expert and manages Team Performance Group’s Team Administration. Kelly began working in the financial services industry in 1986 working for firms such as Merrill Lynch, Smith Barney, and Morgan Stanley. She worked in a variety of roles such as Registered Client Service Associate, Financial Advisor, Management Sales, Recruiting, Operations and Administration. In addition to financial services, Kelly has taught at Southwestern Illinois College and is a Certified American Sign Language Interpreter. Kelly is currently focusing on educating others on how to run their business more efficiently through Time Management and Proactive Client Service Strategies & Execution Systems. Kelly resides in the Metro St. Louis area with her husband of 30+ years and her three sons. Kelly attended Maryville University in St. Louis for Business Finance and also holds a degree in Deaf Communications.

Mark Kenyon

TPG Strategic Partner /
Performance Coach

“Think of your teams the way sports managers do: No one person possesses everything required to produce success, yet everyone must excel.”

Bio

Mark has spent forty two years in wealth management, four years as an advisor with E. F. Hutton and thirty eight years in management. His management career spans many different responsibilities. Seven years in running E. F. Hutton’s training and development where he rebuilt new advisor training, developed two successful management development programs and transformed the delivery of product training. He was one of two National Product Managers in Hutton’s very successful Consulting Services Department. As the chief of staff to the President of E. F. Hutton he was responsible for the development of the firm’s strategic planning process.

Mark has spent over thirty years in the field as a regional manager, branch manager, and complex director. After many decades on “the street”, Mark felt a responsibility to give back a little of what he has received. He joins TPG to help develop the new leaders of wealth management and to become a creative disruptive force in the financial services. His objective is to make the industry a better and more fun place to work. Mark is a graduate of Georgetown University and the longest tenured member of the Board of Advisors.

Sarah Dale

TPG Strategic Partner /
Performance Coach

"Whether seeking growth or planning for transition, it is essential to have both your head and your house in order! In today’s industry, we must open our minds to embracing change and seeking innovative new ways of execution! We must see beyond the obvious, hear beyond the noise and think beyond traditional normalcy. We must remember that success begins with people not numbers and delivering the Ultimate Client Experience begins with delivering the Ultimate Team Experience."

Bio

Sarah is described as passionate, loyal, and unique! Her motto is “have faith, have fun, and love what you do, for life is too short for anything less.” Founder of KNOW NO BOUNDS and Partner of Performance Insights, Sarah’s unique background combines the roles of business development, client service and leadership. Since 1990, her financial services career has evolved from success working with investors to developing products and programs, implementing strategies for building and leading teams, developing and delivering training and coaching initiatives, creating efficiencies and growing revenues. Drawing upon her diverse industry background, today she serves as a practice management consultant and accomplished speaker. Sarah works with clients to identify performance barriers and drive their Return-on-Decisions to elevate success and maximize performance. Fanatical about people, Sarah is a true advocate for clients, associates and shareholders. Her creativity, communication skills and passion to make a difference add something unique to the individuals, teams and organizations with whom she works. Sarah earned her degree from the E. Clairborne Robins School of Business, is a graduate of the Securities Industry Institute at the Wharton School of Business and is DISC/Work Place Motivators certified. Sarah is a co-author of Know Service and The Question and Answer Book of Money and Investing. Currently living in Williamsburg, Virginia, her passions include fishing, writing, culinary experimentation and hanging out with her Pocket Beagle and Toy Aussie Shepherds!

A man in suit and tie smiling for the camera.

Dick Lown

TPG Strategic Partner /
Performance Coach

“The best teams best serve their clients. They have a clear vision, a missionary zeal to make a difference in client lives, and core values that drive all decisions. The great teams collectively have not only the experience, but also the wisdom and perspective, to guide clients to achieve their families’ goals and act as personal stakeholders in all aspects of their lives. As a team they assume best intentions of teammates. They recognize that everything important is available in abundance and that every team member is spectacular at something. These teams will strive to identify and nourish that talent. These are teams that will go the distance!”

Bio

Dick brings to his coaching practice over 40 years of experience in the Financial Services Industry helping clients and advisors fulfill their life goals. Now as a coach, Dick does what he most loved about his career - coaching and mentoring advisors and field leaders.

While working inside the industry throughout the New England area, Dick served as an advisor for 10 years, Branch Manager, Sales Manager, and Complex Director for over 30 years at Merrill Lynch, PruBache and UBS. Dick joined UBS in 1990 became a Managing Director at UBS in 2006, and in 2012 Field Leader of the Year at UBS Wealth Management Americas, and member of the Branch Manager Advisory Council from 2012 -2015. During Dick’s tenure as a Branch Manager and Complex Director, Dick was named to the firm’s elite Leadership Council of top Complex Directors and Branch Managers 12 times.

As a Field Leader, Dick was acknowledged for his success working with 100’s of financial advisors and teams increase productivity because he was consistently an early adopter of new trends he felt would benefit clients, FA’s, and teams. Dick helped FAs identify and set in motion steps to achieve their goals – with the emphasis on their goals. Dick believes there is no “one size fits all” approach and every coaching engagement begins with a deep understanding of an advisor/ team’s culture, organization, and business practices.
Today, Dick helps advisors and teams develop business plans, workflow, organizational structure, and marketing and branding strategies. He has been very involved in guiding teams through team development, transition to advisory pricing, client segmentation and service models, and financial planning as the core offering of successful teams. And, he has led teams through the process of building successful transition plans as Senior Advisors plan for retirement.

Dick has a degree in political science from Boston College. He lives in Wellesley, MA with his wife Moira. They have 3 daughters. He enjoys cooking for family and friends- especially Sunday family dinner, discovering interesting wines, and playing golf.

A man in suit and tie standing in front of black background.

Richard LeFauve

TPG Strategic Partner /
Performance Coach

“We have all been in the same pandemic, political, and economic storm, however, we are in different modes of mobility, direction, and ability to respond!!! This is a time for greater understanding, collaboration and empathy!”

Bio

Rick’s first career after college was in education as a high school teacher and coach. Since entering the financial services industry over 45 years ago, Rick has had a broad range of roles and responsibilities, with a significant focus on training, coaching, leadership development, and practice management for top-performing financial advisory and leadership teams.

Prior to starting his own firm, Rick had extensive experience in management, recruiting, training, business development, and coaching while employed by Morgan Stanley for twelve years. Before joining Morgan Stanley in 2002, Rick had significant experience as a financial advisor, branch and regional manager for two FINRA Regional firms, as well as being their National Director of Recruiting and Training of new financial advisors. In addition, he was a Region Director for Leadership Development at American Express Financial Advisors (Ameriprise), where his primary responsibilities were providing leadership development to branch leadership teams, and practice management to financial advisors and their teams. He currently maintains his CWS®️ (Certified Wealth Strategist) designation from the Cannon Financial Institute.

Rick is also a best selling author and has written five books addressing the roles of financial advisors, accountants and CPA’s, and leaders of financial advisors and their teams important to a comprehensive Wealth Management experience for today’s investors.

Liz Schehl

Managing Partner, Elements Consulting & TPG Strategic Partner /
Faculty Coach

"The industry has evolved—success is no longer just about skill; it demands adaptability. Your role has expanded—you’re now the CEO of your business, your team, your clients, and yourself. Navigating growth, transition, and transformation requires curiosity and the courage to challenge complacency. Asking the right questions creates clarity, guiding you forward with intention. Those who embrace change and reframe what’s possible don’t just keep up—they set the new standard."

Bio

Liz Schehl, author of The Courage to Be Curious: Transforming Leadership from Within, is adynamic leader known for her instinctive ability to identify strategic opportunities. Her approach inspires clients to think differently, achieve meaningful results and move beyond mediocrity. With over 20 years in the financial services industry, Liz began as a Financial Advisor and grew into influential leadership roles across training & development, inclusion & diversity, compliance, sales execution, practice management, marketing, business optimization, and client service. She attributes most of her success to building dynamic, efficient, and highly engaged teams where people feel valued. Liz’s expertise spans goal setting, business planning, client experience, team dynamics, and organizational development—all with a focus on balanced, sustainable growth. She holds an MBA and a Master of Science in Organizational Leadership from Southern NH University, as well as a BA in Communications from the University of New Hampshire. Liz is certified in AQai, DISC & Motivators, and Neuroplasticity. She has been featured in On Wall Street, Think Advisor, Fortune, The Glass Door, CBS Radio, and Talent Management. Liz has held the series 7, 9, 10, 24, 63, 66 and insurance licenses. In her free time, she is an avid reader and baker who enjoys spending time with her family exploring the world.

Henry Slyker

TPG Strategic Partner /
Performance Coach

"We are elevated when we perform service for others."

Bio

Henry brings the power of meaningful service to his coaching engagements. He believes that financial advisors are vital and heroic members of our society. They work long and stressful hours so that clients and their families can have better lives, now and for generations to come. After a twenty-five-year career as a financial advisor and manager, he became a key internal coach and consultant for Ameriprise Financial.

As a winner of fourteen national awards for excellence in both production and management, he has the ability to quickly help individuals and teams realize the progress they seek. A Chartered Life Underwriter, Henry holds a bachelor’s degree from Bowling Green State University and a dual MBA from the University of Rochester. He is a lifetime member of the VFW, having earned five medals with the U.S. Army. He enjoys tennis, chess, cooking, and traditional Southern music. He has served as a Board Member for the Music Maker Foundation out of North Carolina for over twenty-five years.

Debra Ohstrom

Founder, DebraOhstrom.com Speaker / Educator & TPG Strategic Partner /
Faculty Coach

"The financial advice industry is at an inflection point as control of the wealth in the U.S. shifts. What got you here at your current level of success as an advisor may not be the same skills you need to take you to the next level over the next 10 years.
The demographics are changing as to who you need to connect and build trust with. Those who learn to adapt their communication style depending on the type of client sitting across the table will stand out among the rest."

Bio

Debra has spent over 25 years in the financial services industry, working with advisors in a variety of ways relating to client portfolios. She now focuses on educating women on investing topics and coaching financial advisors on how to better serve, build meaningful connections and grow their practice by focusing on women as a dedicated client segment.

Debra is passionate about bridging the gap between financial advisors and female clients for better client engagement and advisor business growth. She specializes in training on how men and women use language differently and view the world through a different lens helping advisors have better female client meetings, trust and referral sources.

Debra spent the early years of her career working for Merrill Lynch, Morgan Stanley and Citi Private Bank in roles such as manager research, asset allocation and portfolio construction.

She then worked for Allianz Global Investors representing their investment strategies to financial advisors and RIA platforms throughout the east coast. Debra has attained her chartered financial analyst designation and has an MBA in Banking and Finance from Hofstra University.

Eric Torigian

Managing Director, Advisory Services, CHRO Solutions & TPG Strategic Partner /
Faculty Coach

"As Henry Ford noted, 'Whether you think you can or you think you can't, you're right.' I've found this truth extends further: Without the proper mindset, alignment, and confidence, even the most talented among us cannot truly succeed."

Bio

Eric provides fractional HR leadership, offering small to mid-market companies access to senior HR expertise at an affordable rate. CHRO Solutions flexible approach allows us to adjust the frequency of interaction to suit your specific needs, making us a cost-effective solution for achieving high-quality HR leadership.

At CHRO Solutions, they leverage insights from the Leadership Maturity Assessment tool to boost your team's alignment and performance. This comprehensive evaluation identifies areas for improvement and highlights the unique strengths of each team member. Their assessment covers nine key areas: Company Policies, Communications, Organization

Design, Change Leadership, Talent Acquisition, Talent Management, Total Rewards, Employee Engagement, and Culture.

Eric offers comprehensive Labor Relations support, covering every aspect from negotiations to ongoing administration. With over 30 years of experience in labor relations, his expertise includes negotiating with Ford since 1992. His team has held every bargaining role and led various subcommittees, providing top-tier leadership and strategic guidance thro