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© ECHELON Partners 2019. All rights reserved. Securities offered through ECHELON Capital Partners, LLC, member of FINRA/SIPC. ECHELON Partners and ECHELON Capital Partners, LLC, are affiliated companies.

Human Capital Experts

Doug Johnson

The Ensemble Practice

Consultant

Doug@ensemblepractice.com

Doug Johnson serves as a Senior Consultant at The Ensemble Practice and has years of experience working in the advisory industry as an advisor, COO and Business Development Officer. Before joining the firm, Doug served as COO at Columbia Pacific Capital Management, a Seattle-based investment management and wealth management firm. He holds an MBA from Thunderbird School of Global Management and a BA from UCLA.

Doug is a strong believer in the potential of the advisory industry to continue to grow and achieve new levels of success. He enjoys his work at Ensemble, which enables him to be at the forefront of industry development while collaborating as a member of a dynamic team.

When not at work, Doug is usually coaching a youth soccer team or hiking in the Cascades. He lives with his family and their yellow Labrador in Snoqualmie.

Kathy Freeman

Kathy Freeman Company

President

kfreeman@kathyfreemanco.com

Kathy is the President of Kathy Freeman Company, the go-to partner for investment firms seeking to hire top executive talent to power their growth and rise above the competition. Kathy Freeman Godfrey founded the firm in 1992, and for over 25 years, has identified, attracted, and assessed premier executive and leadership talent in the investment industry. Her unparalleled understanding of the investment industry, national network of relationships, process, and judgement has earned her a reputation for excellence. Over 99% of the firm’s engagements have resulted in a successful fit – an exceptional track record in executive search. 


A frequent speaker and writer on talent management and diversity topics, Kathy Freeman Godfrey has contributed to articles found in Fundfire, Financial Advisor IQ, Financial Planning, Family Wealth Report, Ignites, and Private Asset Management. Kathy has been on the podium or panels for various conferences including the IAA, Family Wealth Alliance, MMI Sales & Leadership Forum, and the Deals and Dealmakers Summit. Kathy Freeman Godfrey earned a Bachelor of Science degree in Marketing from California State University, Chico. She lives in San Luis Obispo, CA with her husband and has two children in college. 

Kelli Cruz

Cruz Consulting Group

CEO

kelli@cruzconsultinggroup.com

Kelli Cruz brings more than 20 years of experience to her role as the founder of Cruz Consulting Group.  Kelli is a sought after talent consultant who helps financial advisory firms build their most powerful asset—their talent.  She has conducted over 100 educational sessions and workshops and is a regular columnist for Financial Planning.

 

At Wells Fargo Kelli straddled developing investment products with creating sales incentive plans for those who sold them.  At Charles Schwab she pioneer the industry’s first human capital consulting program for RIA advisory firms (which has since become the industry gold standard).  At InvestmentNews, she earned her research stripes by running the Moss Adams industry benchmark studies.

 

Today she is a sought after talent consultant helping guide financial firms to build their most powerful asset—their talent wealth.  She is known as fast-moving touchstone of fresh talent strategies and practical business ideas, wrapped in genuine warmth and insight.