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.
The Maui Advisors: Bios and Photos
Meet Just a Few of the Maui Advisors Who’ve Helped the Over 100,000+ Maui Community Members Make Their Businesses More Successful
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.
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.
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.
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.
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.
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.
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.
Kevin Bassett is the founder and CEO of Bassett and Byers, 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.
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.
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.
Doug currently serves as Senior Business Coach – Maui Mastermind; Naval War College Foundation (NWCF) Regional Director; and Reserve Elder and new church plant founder at his church. Doug has executive leadership experience in building and growing for-profit and non-profit organizations including Internet, software, hardware, cloud, engineering, and cyber security technology companies, and support for active-duty military. His leadership helped build successful companies, raise M&A, venture and strategic capital financing, validate and accelerate growth, develop strategic business relationships to rapidly capture market-share; grow revenues, and raise private funds to assist in the outfitting of two newly commissioned Navy ships (USS Ronald Reagan and USS Stockdale) to enhance quality of life for service members, and service families. Doug was President, CEO, and Founding Board Member of three Internet content and software-as-a-service companies. At Vicinity/Map Blast Doug led with venture investors to optimize the business strategy and establish profitable operations, which preceded Vicinity/MapBlast’s IPO. The company was later acquired by Microsoft to become Bing Maps. At Magellan Geographix (Maps.com) he transformed the cartographic production company into a leading digital content and product company. At Digital Map Products (acquired), he consulted in planning, structuring and financing a spinout from a joint venture. These companies’ digital maps are widely used for directions, city and government planning, asset visualization, presentation and publication by The Library of Congress, Google Maps, Multiple Listing Service (MLS), CNN, Bloomberg Financial, AOL, AMR, Yahoo!, Excite, Lycos, and FedEx...and have as clients many of the world's largest online service providers, newspapers, publishers, municipal agencies, software and Internet web sites. Doug previously served Wavefront Technologies as VP Sales, Marketing, and Business Development prior to Wavefront’s IPO. He helped secure international partners, funded development, distribution, and M&A agreements with leading high technology companies in the US, Japan and Europe. He also served on the Board of Directors of: California Coast Venture Forum; ABC-CLIO; Digital Map Products; Vicinity; Magellan Geographix; and the Human Race, as well as serving on the Steering Committee for The Library of Congress - National Digital Library, Geography & Map Division-CGI; and Navy League of the United States National Vice President and Director - Corporate Development where his responsibilities included management of SEA-AIR-SPACE, corporate membership, individual giving, grants, and fund-raising. He and his wife Karen of forty plus years lived in Santa Barbara, California for 25 years, and now reside in Dallas, Texas. They have two sons and one daughter, and four grandchildren.
Carrie Asuncion has, for over 20 years, helped individuals, groups and management teams accelerate their results and create richer, more fulfilling lives- lives filled with authenticity and abundance. She has coached business owners in a variety of industries ranging from technology, medical, professional services, etc. For the first 12 years of her career, she worked with some of the hottest tech companies in Silicon Valley-Sun Microsystems, Synopsis and a few other exciting startups working her way to the ranks of VP in Human Resources. She then went on to pursue an advanced degree in psychology and studied how to develop high performance individuals and teams. Her secret sauce is helping busy business owners take their businesses to the next level by blasting through their doubts and fears and aligning them with their purpose. As a result, clients feel a greater sense of confidence, congruence in their lives and profitability in their businesses. As a sought-after business coach, facilitator and speaker, Carrie helps clients achieve new heights of success, meaning, and aliveness.
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.
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.
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.” Many coaches are exceptional because of a skill they specialize in and master to a deep level. What makes Mike unique is the breadth of his interests and experiences. He recognizes that the most impactful ideas and approaches in business rarely come from a flash of brilliance where some new idea is invented for the first time. Instead, the most transformational ideas and approaches actually come from other geographies or industries where those ideas have already proven themselves. Mike loves to use his knowledge of various markets and geographies to help his clients create real and meaningful breakthroughs. Mike says this. “I am dedicated to being the kind of guide who brings you experience, insights, and a new perspectives ….all while supporting you and challenging you on this amazing journey. I am truly excited to work with you and can’t wait to hear YOUR story!”
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.
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.
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.
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.
All totaled, the Maui Advisors past and present have collectively created, launched, scaled, and sold over $2 billion of businesses!
Now you have your chance to learn from these ultra-successful entrepreneurs, who feel called on to pass on the decades of experiences they’ve gathered to the next generation of business owners.
It’s these years of experience and wisdom gained by facing the same challenges you’re facing — creating a winning business strategy, dealing with employee and vendor issues, controlling costs, managing cash flow, and growing sales—that has helped us create and refine our concrete road map to build a business they can one day sell, scale, or own passively.
The bottom line is we help business owners build a business, not a job.
The real question is, are you serious about taking your business to the next level?
If you are, we encourage you to get engaged with the Maui community and leverage the tools, the people, and the programs to grow and develop your business.