Our Team

Marta Harich is a Certified Public Accountant, tax strategist, and business advisor who works with entrepreneurs, business owners, high-income families, and investors to move beyond reactive tax preparation and toward proactive, multi-year tax planning. As founder and CEO of Prestige Business Enterprises LLC, Marta leads a team focused on integrating tax strategy with the broader financial decisions successful families make across their businesses, investments, entities, estate plans, and long-term wealth objectives. Her work centers on understanding not simply how a transaction should be reported after it occurs, but how tax consequences can be evaluated before important decisions are made. Through proactive tax strategy, entity and structural analysis, multi-year modeling, and implementation planning, Prestige helps clients understand how today's decisions can affect taxes, cash flow, wealth creation, and future opportunities. Within the Family Office Blueprint, Marta and the Prestige team serve as the tax strategy and tax architecture specialists, collaborating with investment, financial, legal, estate, and business professionals to ensure tax considerations are integrated into the family's larger financial architecture.

Pete Covino founded Legacy Wealth Management in 2015 after beginning his career in financial services in 1997. His vision was to bring sophisticated, endowment-style investment strategies, traditionally reserved for institutions and family offices, to individual clients and families. As an Accredited Wealth Management Advisor (AWMA), Pete chairs Legacy’s investment committee, overseeing investment strategy, risk mitigation, and diversified asset allocation. With nearly three decades of experience navigating changing markets, Pete is known for the strong relationships and trust he builds with clients, reflected in an exceptionally high client retention rate.

Dr. Kimberly Bonniksen specializes in de-risking human capital for impact investors through systematic founder and investor research and profiling. As the architect of the LEGENDS Framework, Bonniksen conducts the structured analysis that surfaces the leadership, governance, and execution variables investors evaluate.

Brian Franco is the founder of Meritage Partners. Franco has structured and closed complex transactions across multiple industries. The engagement draws on institutional-grade deal strategy applied to growth-stage capital events.

Beate Chelette built a business to a multi-million dollar exit, selling to Bill Gates. Chelette's operational discipline centers on business model structuring, investment-ready positioning, and systematic scaling architecture.

Robert Althuis brings deep experience in operational coherence and legacy capital strategy. Althuis's domain is organizational durability: companies designed to perform at scale and endure beyond the exit.

Michael Dash is a serial entrepreneur and angel investor who has built and scaled multiple ventures. Dash holds operational experience across both the founder and investor sides of the capital table.

Jesse Kunes is a fractional executive whose domain is operational systems and scalability infrastructure for growth-stage companies. Kunes's focus is the structural readiness required to attract and deploy institutional capital efficiently.

Miguel Delgado brings institutional-grade financial planning expertise to founder wealth strategy. Delgado's domain is the structuring of personal and business finances for capital formation and long-term legacy preservation.

Paul Rahilly is a technologist and conservation leader whose work spans industrial IoT and environmental impact at scale. Rahilly brings a systems-thinking perspective grounded in large-scale technology deployment and resource stewardship.

Josh Broward leads Wisdom Partners, a leadership development organization. Broward's team has worked with hundreds of organizations and thousands of leaders across growth, transition, and scale phases.

Satish Kumar specializes in translating complexity into clarity and systems that scale. Kumar's domain is product-market fit validation, operational systematization, and the organizational infrastructure required for sustained growth.

Jeffery Boyle is a serial entrepreneur who has launched over 20 ventures, generating more than $1 billion in sales. Boyle's domain is revenue operations and growth-stage business intelligence, drawing on decades of direct operational experience.

Vasco works with founders operating through growth phases that require sustained executive performance. Clients in Vasco's engagements have reported outcomes including 900% revenue growth and measurable gains in operational clarity and strategic direction.

Satyen Raja's domain is executive leadership across growth and scale phases. Leaders in Raja's engagements have reported outcomes including 400% revenue growth, $163M project closures, and successful exits. Raja's client base includes leaders from companies generating $20M+ annually.

With more than 20 years of experience in the tax and accounting industry, Jaime Redfern serves as Director of Business Development at Blue Sky Tax Advisory. She is passionate about helping business owners and high income earners connect with a team of proactive tax professionals who go beyond tax preparation to provide year-round tax planning, strategic guidance, and personalized support. Jaime believes the best client relationships are built on trust, communication, and a genuine commitment to helping businesses succeed. She works closely with clients to understand their goals and ensure they are connected with the right experts on the Blue Sky Tax Advisory team to maximize opportunities, minimize tax liability, and support long-term growth.

Lisa brings more than 30 years of experience spanning law, taxation, estate planning, and investment management. She specializes in helping families think through estate structure, asset allocation strategy, and the governance decisions that hold a family’s wealth together across generations. Her approach centers on a simple belief: the most valuable advice is given before a decision is made — not after.

A former attorney with 15 years of legal practice, Scott now helps high-net-worth families and business owners navigate the financial complexities of significant wealth. He coordinates investment management, tax strategy, and estate planning — working alongside attorneys and other advisors to make sure sophisticated planning actually gets executed, not just designed.

Ømer Haciomeroglu is a founder coach and strategic advisor for high-performing founders navigating critical inflection points. He co-founded Qwake Technologies, a deep-tech hardware and software company he helped build from prototype through Series A over 11+ years, and developed the Founder X-Ray and Founder Mesh execution frameworks. A mentor at Capital Factory with 200+ founder engagements, Ømer’s domain is what’s happening beneath the surface — the leadership and execution patterns that determine whether a company actually moves.

Dominey Drew is a wealth strategist and legacy advisor who helps high-net-worth individuals, athletes, actors, entrepreneurs, and families navigate the often-overlooked challenges that come with building and preserving wealth. Her work focuses on bringing greater clarity to the human, financial, and strategic dimensions of wealth—helping clients think beyond immediate success toward long-term impact, continuity, and generational legacy.

Bethany Tiller brings 25 years of accounting and finance leadership experience across high-growth and multi-entity organizations. Her expertise lies in connecting people, processes, and financial strategy to strengthen financial oversight, align operations, and support informed decision-making. She has guided leadership teams through growth, acquisitions, and organizational change, building trust and collaboration along the way. Bethany brings a thoughtful, service-oriented approach to understanding the people, priorities, and long-term vision behind each family's financial goals.

Amy Colton is a Wealth Advisor with 3WFinancial and affiliates with Legacy Wealth Management, an SEC-registered investment advisory firm providing operational, investment, technology, and compliance resources that support independent advisors. She brings more than 40 years of experience in sales, management, and business development across the technology and pharmaceutical industries, including over 20 years in executive sales and management roles at IBM. After more than 12 years at Forefront Wealth Partners, where she served clients as a financial advisor, Amy transitioned to 3WFinancial to continue providing personalized financial guidance with access to expanded resources. Amy is passionate about empowering women through major life transitions, including divorce, the loss of a loved one, and retirement. Her work includes personalized retirement and financial planning, tax-aware investment planning, portfolio construction, and risk management. She is also the founder of Your Divorce Made Simple, where she helps individuals and couples navigate divorce, including asset division, child-related considerations, and financial and tax planning during and after divorce. As a Certified Divorce Financial Analyst (CDFA®) and Family Law Mediator, Amy developed The Kitchen Table Divorce, a collaborative approach designed to save time and money while encouraging amicable, win-win outcomes. Amy's mission is to empower women to take control of their finances and well-being, make informed decisions, and move forward with confidence and optimism.

Colleen transforms coaches and leaders into powerful, influential Visionary Speakers through her proprietary storytelling formulas, proven frameworks, and transformational training experiences. But she doesn't just teach them how to speak. She puts them on the stage. Through professionally produced live events, her clients bring their stories, wisdom, and expertise to life in front of real audiences, building confidence, credibility, and influence in the process. They walk away with a powerful portfolio of professional videos and photography that elevate their authority, amplify their visibility, and open doors to extraordinary opportunities. They become magnetic communicators who can captivate an audience, move people to action, inspire change, and confidently convert their message into greater income, influence, and impact on any stage, in any room, at any time.