CLIENT

Success Stories

Strengthening Companies From Within

Jocelyn Hibshman

Jocelyn Hibshman

In a new management position Jocelyn Hibshman, COO/Chief Compliance Officer, Long-Term Care Planning Specialist at Lakeside Wealth Management personally felt she did not know how to manage people and lead a staff. She felt she lacked confidence in decision making.

Lakeside Wealth Management

Lakeside officially opened for business in 2003 under the leadership of Mark Chamberlain. Lakeside Wealth's mission is to educate and enable Lakeside clients to achieve financial confidence through a process aligned with their values.

Lakeside Wealth Management
WeCreate Media

WeCreate

WeCreate is a collective group of creative directors and practitioners that use the power of imagery to shape perception and influence behavior.  Our focus is to capture what is most loved about a destination, product or service.

Marilyn’s Bakery

Barb Tracy, President of Marilyn’s Bakery shares her experience working with Success Trek to improve and propel her business to new and greater success.

Marilyn's Bakery
Custom Dosing

Custom Dosing Pharmacy

Jeff Barton was overwhelmed with the opening of his second location—then Success Trek provided strategic guidance to help propel him to a new level of business success.

Valparaiso Family YMCA

Understanding the culture and the mission of the Y - Transform lives through Healthy Living, Social Responsibility, and Youth Development, helped Success Trek to quickly help the YMCA to work better together.

Valparaiso YMCA

Complimentary Conversation

We are here for you! We may seem busy as bees; however, we are never too busy to help you and your business further succeed. If you, your organization or someone else could benefit from an outside perspective to clarify what is working well, what needs work, and how to go about it, we are here to listen.

In a 30-minute complimentary conversation, we can determine if we can help and if we are a good fit to work together. Thirty minutes may not seem like a lot, but we are skilled at fostering conversations to advance solutions that make sense for you and your organization.

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