MAUI MASTERMIND - Key Persons
Alan Gassman, JD, LL.M is senior partner with Gassman, Crotty, & Denicolo, PA. He is AV® Preeminent™ Peer Review Rated by Martindale-Hubbard®, Alan has been on the board of advisors of the Journal of Asset Protection, a fellow in the American Bar Association National Association of Estate Planners & Councils, and a member of the Florida Bar since 1994.
As one of the nation's top physicians' attorneys, Alan has been serving physicians and medical groups for over thirty years. His deep knowledge and experience working with the specialized needs of doctors led him to become one of the most sought after speakers and medical attorneys in the country. Alan is a Board Certified Wills, Trusts and Estates Lawyer by the Florida Board of Legal Specialization Accredited Estate Planner, National Association of Estate Planners & Councils. Alan has authored more than 200 articles and law school textbook contributions.
Alan and his wife, Marcia, live in Clearwater, Florida.
His firm can be reached at (727) 442-1200 or online at www.gassmanlaw.com.
Andrea has a diverseand varied background including experience in sales, marketing, business development, legal and financial services. For over 22 years, she was the President and co-owner (with her husband Ron) of a small manufacturing company based in the Chicagoland area. This experience developed into a passion for working with other small businesses owners which ultimately led her to Maui Mastermind. David Finkel's philosophy of teaching business owners to "Build a Business, not a Job" is a message she resonates with 100% and understands the importance of first-hand.
After selling her company, her passion for health and wellness led her to pursue Health Coaching and in 2018 she launched her health coaching business. This has allowed her to lead corporate workshops and personal and group coaching focusing on nutrition and wellness.
Andrea is aPublic Speaker as well as a contributing author to the AmazonBest-Sellingbook Overcoming Mediocrity, Remarkable Women.Throughout her career, she's had the privilege of appearing in The Daily Herald and has spoken toaudiences in the 1000's on the CEO Intronet TVShow, The American businessperson Radio and WGN Radio.
Andrea has been married to her husband Ron for almost 30 years and they have three beautiful daughters. They relocated to southwest Florida in 2019 and in her down time, she loves spending time withfamily and friends, boating, cooking and cycling.
Andrew's background is multifaceted and deep. H he has always focused on making the world better for small businesses and their constituents. He started his career in NYC, working on marketing and web projects in the nascent internet industry. He helped create some of the most popular websites in the mid 90's and had already managed five million dollars worth of online advertising revenue by the turn of the millennium.
In the early 2000's he began to teach business students at the largest MBA program in NY, at Long Island University. Concurrently, he was one of the first movers in the coworking space, and built a chain of coworking offices called Broadway Suites, which he sold seven years later. He was personally responsible for almost 700 commercial real estate deals during his tenure at that company. All the while, he was consulting, training and coaching small businesses in the $2MM-$50MM. He also finished an ICF-accredited coaching program to help him assist his clients further.
In 2013, Andrew sold his company, and moved to South Florida. He has continued to teach business students at San Ignacio University, train and consult with companies in fields as diverse and law, logistics, construction and the nonprofit world. In 2020, Andrew started Evolve 365 Coaching, a corporate wellness company offering direct to consumer health coaching as well as health programming to organizations large and small. In 2023 he founded Best Virtual Staff, a business process outsourcing company with staff in the Philippines and Latin America.
Andrew lives with his lovely wife and rambunctious, awesome children in Hollywood, FL (The 2nd most famous Hollywood!) and enjoys artsy films, writing (he has written 4 books!), exercise and meditation.
Job Titles:
- CEO
- CEO of Maui Mastermind and WSJ Best Selling Author
David Finkel helped over 100,000 Maui Mastermind clients buy, build, and sell billions of dollars of business assets. An ex-Olympic-level athlete turned business multi-millionaire, David is an American success story. He is co-author of, SCALE: 7 Proven Principles to Grow Your Business and Get Your Life Back, and one of the nation's most respected business thinkers. A Wall Street Journal and Business Week bestselling author of over 11 business and financial books, his how-to business and financial articles have appeared in over 6,500 periodicals across the United States. David is Founder and CEO of Maui Mastermind.
David Finkel is the CEO of Maui Mastermind®, one of the world's premier business coaching companies with thousands of clients worldwide. He is a Wall Street Journal bestselling author of eleven books, including SCALE (co-authored with Priceline.com Co-founder Jeff Hoffman) and The Freedom Formula: How to Succeed in Business Without Sacrificing Your Family, Health, or Life. David's syndicated business articles can be seen on Inc.com, Fastcompany.com, and Forbes.com and have garnered millions of readers and his work has been featured in several prestigious media outlets including the Wall Street Journal, Bloomberg Businessweek, Fox Business, MSNBC, and Inc. Magazine. He has helped hundreds of thousands of business leaders grow their companies and get their lives back. He lives in Jackson Hole, Wyoming with his wife and three sons
For two decades Gwen has run multiple successful companies ranging from legal services, to financial services, to sales organizations. Her passion for working with business owners led her to work with David Finkel, CEO of Maui Mastermind, to deliver the "Build a Business, not a job" message, helping business owners grow their business without sacrificing their lives. Gwen enjoys spending time with her husband, Will, of 31 years. When she's not working, you'll see her on the golf course, cooking, or traveling to exotic scuba diving destinations.
As the founder of Training Solutions, a boutique consulting firm, Harriet Cohen's joy over the last 20+ years, is knowing she has helped clients exceed expectations. She believes that business success is achieved by addressing the key foundation tools at every stage; business/strategic and marketing plans, target marketing, and talent management. Too often people, especially professionals know their craft but don't know how to run a business, she helps them change that and become more successful.
A continuous learner, she offers both practical and theoretical information needed to excel in today's marketplace.
Along with being a contributor to "Know" and "Sue" (paralegal and litigation magazines), and the "Pacific Coast Business Times", Harriet has been interviewed and quoted in INC., Ventura Star and published articles in the Pfeiffer Journals. 2009-2012 she was nominated for "Women Who Make a Difference" through the Los Angeles Business Journal. She has spoken at national and international events, and was President of the Association for Talent Development Los Angeles Chapter.
For the past 18 years she has been an instructor in Management, Human Capital management, and Human Resource Development at the University of California Los Angeles. She had the privilege of teaching change management to international business attendees at the University.
Henry is a serial entrepreneur, small business coach and consultant, and host of top-rated The How of Business podcast show. Henry has over 35 years of diverse business experience, including successful careers in the information technology industry, sales, sales training and business ownership. Henry has been involved in 12 different businesses, since buying his first business in 1991. Henry has bought and sold businesses and has also developed his own new businesses, including franchises. His businesses span various industries including restaurants, real estate investments, salon suites, software, travel, shared office space & coworking, car washing, and small business coaching and consulting. Henry currently resides in Port Saint Lucie, Florida with his wife Pam.
Jeff Alkazian brings over 25 years of executive management experience serving as the President, CEO and CIO of a number of companies in the medical management, printing, marketing and mailing industries. His practical business approach helps clients get right down to the heart and soul of Entrepreneurship. Jeff has expertise in managing businesses and turnaround, focusing on analysis, industry/corporate assessment, ongoing sustainability, profit enhancement, management operations efficiency, and technological planning and advancement. He has experience with developing corporate start-up management plans including general business planning, capital and equity financing and organizational development, as well as managing mergers and acquisition strategies for companies with specific emphasis on market symmetry, and cost savings efficiencies. Jeff is known for motivating teams to action including sales and general management recruiting, building retention and loyalty programs, managing ongoing human resources programs and issues, as well as developing employee relation programs to increase performance and company-wide integration.
Jeff Hoffman has started numerous companies and is Co-Founder of Priceline.com. He is a successful entrepreneur, proven CEO, worldwide motivational speaker, Hollywood film producer and producer of a Grammy winning jazz album. Jeff co-authored, with Maui CEO David Finkel, SCALE: 7 Proven Principles to Grow Your Business and Get Your Life Back. Jeff is a featured business expert seen on Fox News, Fox Business, CNN, CNN International, Bloomberg News, CNBC, ABC and NPR, and in publications including Forbes, Inc., Time, Fast Company and the Wall Street Journal.
Job Titles:
- Executive Coach and Senior Executive
Jennifer Frigault is a seasoned executive coach and senior executive with a remarkable track record spanning over two decades. With a wealth of experience garnered from leading data strategy teams at one of the most successful media companies in the country, Jennifer is a trusted advisor to C-suite executives navigating today's dynamic business environment.
As an ICF PCC-level Accredited Coach specializing in Leadership for Organization Well-Being, she guides leaders in navigating today's dynamic business landscape, with expertise in executive presence, assertiveness, delegation, and emotion management. Jennifer's diverse client portfolio includes business owners and senior executives across various industries, benefiting from her nuanced insights and tangible results-driven approach.
Jennifer is also the founder of Spire Vision Leadership, a company dedicated to leadership and personal development. She resides in Northern Virginia with her husband and two daughters.
Jennifer Martin's passion, over the last 19 years, has been helping business owners, leaders, and managers learn how to operate from their personal brilliance and create businesses that THRIVE!
Following a successful career in sales (in Real Estate, Construction, Printing, Hospitality, and other industries) and an 11-year management position with Clear Channel Communications, Jennifer Martin started her first Business Consulting firm. Working with a variety of businesses from start-ups to Fortune 500's her focus has been on helping business leaders create profitable businesses that give them more life.
As a published author, sought-after speaker and corporate trainer, Jennifer has been presenting to organizations across the USA since 1999. Since that time Jennifer has owned 5 businesses, taught entrepreneurship courses, facilitated trainings, and privately coached over 300 business owners on 6 continents through her own companies, and some of the top business coaching organizations in the world.
When she's not working on her next book (Loving Your Business to Wealth), planning her next cruise or traveling around the world, you can find her eating frozen yogurt or sifting through a local garage sale, or enjoying her time with family and friends.
Job Titles:
- Founder and CEO of Bassett
- Founder and CEO of Bassett & Associates
Kevin Bassett is the founder and CEO of Bassett & Associates, P.A., a mid-sized CPA firm that specializes in working with high net worth entrepreneurs. A published author, Kevin is himself a "Level Three Business Owner" of a successful payroll company and his CPA firm. Over the years Kevin has worked with billionaire clients to corporate clients, helping them with Preemptive Tax Strategy™ and outside financial planning for businesses and business owners. He's been a featured speaker at business and investment groups and conferences across the United States, and he's been a Maui Advisor since 2007.
Mike Inchalik is a lifetime entrepreneur and learner. His experience spans more than 40 years and more than 25 very different job titles. Early in his career he worked as a shipping clerk, on an assembly line, as a buyer, as a maintenance mechanic, and as a production scheduler. After he went back to school he worked as an R&D; scientist, as a design engineer, as a project manager, and as a technology futurist.
By the end of his "traditional career", Mike had been a C-level corporate executive, run franchises, and grown and sold three of his own companies. In total, Mike has worked in nearly two dozen industries from medical equipment to space exploration; from psychotherapy to heavy construction; from publishing to homeopathic medicine; from consumer electronics to moviemaking. Teams he led have won three Academy Awards, an Emmy, as well as awards in other industries. While all of these awards were the result of a complete team effort, the awards do speak to the level of quality Mike is dedicated to in everything he does.
Perhaps most important to his current and future clients, after Mike sold his last company in 2013, he dedicated his energies to coaching aspiring entrepreneurs as a way to give back for all of the mentoring he received during his own career. Since that time in 2013, Mike has personally coached more than 220 entrepreneurs through the startup and scaling phases of their businesses.
"What motivates me the most is helping entrepreneurs who want to make a difference, and who are intent on doing something very special," he says. "It's what I always aimed for in my own work, and it resonates with me very deeply. They bring so much ability, passion, and vision. The fact that I can help them get bigger and better results faster is deeply rewarding to me. It's an honor to work closely with people who are so inspired and so dedicated to making a difference in the world."
Oscar Subirats - ex Division 1 tennis college athlete turned entrepreneur. Founder and CEO of his own company which pioneered his industry at the international level, having helped thousands of clients from all over the world in the past 20 years. By implementing the Maui Mastermind principles into his own company, runs a largely owner independent international organization. His passion for business has led him to work directly with David Finkel, CEO of Maui Mastermind, to deliver the "Build a Business NOT a Job" message through one-on-one coaching, as well as speaking, helping business owners grow their business without sacrificing their lives. As a business, real estate, and financial investor, he is always looking for opportunities to "Build Wealth Outside of Your Business." One of Oscar's passions is continually building up and motivating others to understand that family, faith, joy, quality of life, and financial success can all be enjoyed without sacrificing one for the other. Oscar has travelled extensively around the world to foster business relationships, speakat international events, and create strategic relationships for his business ventures. Oscar is married to his wife, business partner, and best friend, Andrea. They love, besides their daughter Mila, travelling the world for weeks at a time, particularly to South America and Europe. Oscar is currently working on his first book, which he plans to release by 2020.
Rob and Patrice Mabary are serial entrepreneurs who have started, managed, purchased, grown, and sold numerous small businesses in the areas of consulting and medical education for physicians. They presently own about seven Level 3 businesses, all of which are profitable, and employ about 100 people.
Patty DeDominic built and sold several multi-million dollar companies. She founded PDQ Careers, an HR consulting company that provided executive search and staffing solutions to organizations like AT&T, University of Southern California, Children's Hospitals, The Automobile Clubs of California, Arizona and Texas. She was named CEO of the year by the LA Business Journal, was inducted into the Women's Business Owners Hall of Fame, is the former Chairperson of the Foundation for SCORE, and was the former President of the National Association of Women Business Owners.
Phil Wofford, PMP, MBA, PE, CMfgE has a broad background in Start-Ups, Operations, Finance, Supply Chain, Quality, HR, IT Systems, Engineering, and Real Estate. As a Maui coach he focused on high growth owners and management teams. Phil is a partner and member of the board and helped build an INC 5000 business, providing claims management services to hospital clients across the US. He served in various capacities as CEO, CFO, CIO and "do whatever it takes" roles during the rapid expansion of this successful business that experienced double digit growth year over year! Phil has extensive start-up experience with international firms establishing first time business operations in the USA. He developed projects from start up to full operations for four international firms, serving as the "Shadow President" or ranking American in these operations. These firms included the first U.S. operations facilities for Suzuki (ATV's - Japanese), LG (solid surface materials - Korean), VTS America (equipment manufacturing - European) and YDK America (electronics service firm - Japanese).
Phil has also been involved in real estate in single family and commercial renovations, acquisitions, short sales and bank financing transactions for real estate. He is a founding Director of The Cambridge Fund (real estate investment fund) and the North Metro REIA (Real Estate Investors Association). Phil believes in helping develop systems and procedures that will assist businesses in growing to the next level by translating strategic goals into daily focus. He provides coaching and accountability tools for the management team. Phil is an Honor graduate in Engineering from Georgia Tech and has an MBA in Marketing/Finance from Berry College. He has also been certified as a Project Management Professional (PMP) and a LEAN SIX SIGMA GREEN BELT. Also a registered Professional Engineer (GA) and Certified Manufacturing Engineer. He is an active member of the start-up community in Atlanta, serving as an advisor to several future growth firms.
Forward thinking entrepreneur and senior executive with over 20 years of top leadership roles in defense, high-tech R&D;, global manufacturing and logistics, brand management, consulting and coaching. Expert at integrating and strategically building highly successful ventures. Exceptionally skilled in marketing, business development and sales, with operations management augmented by in-depth expertise in engineering, import/export and global logistics, low/high tech manufacturing, sell/buy side M&A;, and capital creation. Real world, practiced leadership and coaching for business and work-life balance. Extensive program management and Biz Dev experience in aerospace, defense, and commercial sectors with focus in aviation, space, and weapon systems; and commercial/retail brand management and national sales/marketing and adding some color - Patented inventor, incredible chef - published author, commercial pilot and flight instructor, and licensed sky diver.
Stephanie Harkness launched and sat on the boards of numerous start-ups, guiding them to successful exits. She is the co-founder and CEO of Pacific Plastics and Engineering. The former Chairperson of the National Association of Manufacturers, Stephanie is one of only three people to receive the Medal of Freedom award from the National Association of Manufacturers (the other two recipients were Henry Ford and Ronald Reagan). She earned the "National Woman Business Owner" and Wells Fargo Bank's "Outstanding Entrepreneur of 1998" awards.
Steve Maxwell has been a successful business owner of multiple companies since he left his high-tech corporate position at Intel over a decade ago. He's been featured in Readers Digest and is one of nation's expert on helping business owners systematize their companies so they can sustainably scale.
In his investing life he moved from initially investing in dozens of single family homes, to financing private notes as a hard money lender, to today, where Steve focuses on investing in large commercial real estate projects.
Steve has a real passion for helping business owners succeed financially and reach their goals. He's been a Senior Coach with Maui Mastermind, one of the premier business coaching companies in the world, since 2010.
Sue Ozunal-Bulut is a Business Strategy & Growth Expert with 23 yrs. of international experience. After receiving her BS degree in mechanical engineering and Executive MBA, Sue worked in multi-national companies. In 1997she became one of the pioneers in business coaching trained exclusively by Michael Gerber - Mr. EMyth. Same year shefounded her own business coaching firm and grew it for 21 yrs. She helped hundreds of small businesses internationally from a vast variety of industries including manufacturing, construction, IT, e-commerce, service businesses, medical practices, accounting & law offices, promotional products and retail chains. Also has been mentoring start-ups within non-profits like SCORE, WCEC, Start Small Think Big.
She has always been an eater of her own cooking thus demostrated deep, hands-on experience in helping business owners by establishing innovation based business continuity thru crisis times, natural disasters as well as economic recessions. Hard-core entrepreneurial character with strong strategic planning & analytical thinking skills. Able to quickly break down a company into pieces in minutes and then put it back together with a growth plan. She is a fast thinker and problem solver. Avid change advocate & lover of simplicity in business and life.
She has beaten the hell out of infertility and has 13 yr old boy & girl twins and a 10 yr old son. Enjoys coaching others do the same for free. Loves family round-tables as well as basketball, ping-pong, walking, cooking, Bon Jovi and sci-fi movies.
Tom Taylor is a former soldier, on-air radio personality, and voice over artist turned entrepreneur. Tom is the founder and CEO of his own successful consulting company, which has served national and international clients; including celebrities, politicians, and prominent business owners over the last decade. His passion for marketing and sales is only surpassed by his enthusiasm and drive to help others reach their next level. Tom has helped hundreds of business leaders achieve their personal freedom by properly leveraging and maximizing their existing resources, especially the resources they were unaware they had. He has extensive experience in credit, investments, insurance, marketing (online and offline), and sales. Another of Tom's passions is being a mentor of at-risk youth, helping them make better life choices and to overcome adversity through self-accountability, determination, and hard work. Tom is dynamic speaker and trainer who has worked with numerous organizations around the country. Tom is married to his wife, business partner, and very best friend, who also happens to be a breast cancer survivor and now cancer free.
Job Titles:
- International Business Coach
Yolanda Ortiz is an international business coach who specializes in helping business owners and leaders achieve their goals in a fun and positive way. She has helped various industries including manufacturing, landscaping, spa, design, laundromats, IT, coffee shops, and commercial brokerage and real estate. Over the years, Yolanda has helped teams become more efficient by helping them understand how to communicate more effectively with one another through various working assessments. Prior to becoming a coach Yolanda ran her own successful wellness and spa business for 20 years. Besides having the passion to help people to be their best, she holds several coaching and leadership certifications. When Yolanda is not coaching she enjoys spending time with her family and dogs, hiking and camping in the Colorado mountains.