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STRATEGIC
PARTNERS.
Depth of expertise. The right perspective, when it matters most.
ESC Strategy is supported by a network of experienced consultants and strategic partners who bring deep, complementary expertise to our work. Each member of the ESC network has been selected for their real-world experience, leadership perspective, and ability to operate effectively in moments of growth, transition, and change.
This model allows ESC to deliver focused, high-impact support—scaling expertise thoughtfully while maintaining a consistent, trusted client experience.
ANNA EDER.
Email: anna@escstrategy.com
Phone: 314-947-0618
Anna is an executive coach and leadership strategist who partners with high-performing leaders in financial services and professional services to navigate complex challenges with clarity and confidence. She specializes in executive presence, leadership transitions, succession readiness, and building strong internal coaching cultures in performance-driven, highly regulated environments. Drawing on more than 25 years of experience and deep insider knowledge from a Fortune 500 investment firm, Anna blends sharp strategic insight with grounded, values-based coaching to help leaders elevate their impact while staying aligned with their values.
Anna has coached leaders at every level, from frontline managers and advisors to senior executives and leadership teams. She led enterprise coaching strategy and talent development initiatives, developed and credentialed internal coaches, and supported leaders through practice growth, organizational change, and succession planning. Known for her calm presence and focused questions, she helps clients sharpen decision-making, strengthen client trust, and build resilient, sustainable teams and practices. Her expertise spans executive and mentor coaching, leadership development, coaching culture design, and instructional design.
ANGIE HUBER.
Email: angie@escstrategy.com
Phone: 314-583-1720
Angie is a purpose driven and transformational leader, coach and consultant with over two decades of experience with Fortune 500 companies empowering individuals, teams, and organizations to become the best version of themselves. As a consultant and founder of the Self-Transformation Wellness Center, Angie blends strategic leadership with deep empathy to help thousands thrive both personally and professionally.
Angie has led leadership, coaching and talent development initiatives for over 28,000 leaders, built high-performing teams across complex matrixed environments, and accelerated organizational change maturity through scalable, integrated solutions. Angie is known for building and growing start-ups from scratch including teams, new functions, and businesses and building a strong foundation to enable them to thrive and achieve their purpose.
Her expertise spans leadership development, wellness, leadership and executive coaching, change management, and team effectiveness.
KRISTA SHEETS.
Email: ksheets@paragonresources.com
Phone: 770-319-0310
President of Paragon Resources, Krista considers herself a Team Architect and Developer helping financial professionals design team infrastructures for continued success.
She consults with teams on partnership viability, identifying team member roles and responsibilities that maximize performance, optimizing the team structure for efficient service, and minimizing practice management issues through proven processes.
Krista provides an objective, expert analysis that helps successful investment professionals make wiser decisions on the growth of their practices. She is most effective working with teams who have a commitment for excellence and internal firm departments who want to be leaders in the industry.
Krista believes you must live life with passion and everything else will take care of itself! “When we spend our lives doing what we were meant to do, everything else just seems to fall into place.” Her goal is to help people uncover their true talents so they can achieve personal success, happiness, and fulfillment.
RIA JERNBERG.
Email: ria@escstrategy.com
Phone: 561-516-0788
Ria Jernberg is a results-driven practice management consultant and a strategic partner to growth-minded financial advisors who are ready to scale with intention—not just effort.
With a 20+ year career that spans roles in operations, business development, advice, and B/D leadership, Ria has a deep understanding of what actually drives growth inside advisory firms. She has sat in the seat, led the strategy, and built the systems—giving her the credibility and precision to quickly identify what’s holding a business back and how to unlock its next level.
Ria works with advisors who are successful—but stuck at a plateau, overwhelmed by complexity, or unsure how to grow without sacrificing unnecessary time, team, or client experience. Her approach is both strategic and executable: she helps advisors refine their ideal client focus, redesign their service model, optimize team talent, implement scalable processes, and build a business development engine that consistently attracts the right opportunities.
The result is not just growth—but better growth: increased revenue, stronger client relationships, improved team efficiency, and a business that feels aligned, controlled, and sustainable.
Ria is known for cutting through noise and delivering clarity that empowers advisors to think differently, act decisively, and operate a meaningful practice.
SARAH DALE.
Email: dale@knownobounds.net
Phone: 757-258-0008
Early on, Sarah led marketing and training for a major investment firm, orchestrating award-winning sales conferences and spearheading innovative client development strategies. She then went on to build a training company from the ground up, equipping financial professionals with the tools to thrive.
Today, Sarah brings that powerhouse experience to you. As President of Know No Bounds and Partner at Performance Insights, she partners with successful advisors, corporate leaders, regional managers, and teams to unlock their full potential. Sarah understands the real-world challenges you face. She’s not here to throw theory at you, she’s here to provide practical solutions and actionable steps.
Engaging speaker and coach: Forget dry lectures! Sarah’s workshops, coaching sessions, and motivational talks are dynamic and inspiring. She’ll get you fired up to achieve your goals.
Return on People, Process, and Performance. It’s not just about the bottom line. Sarah believes in empowering your team and optimizing your processes to create sustainable success. Ready to break through performance barriers and achieve more? Let Sarah be your guide. Know No Bounds – because with the right tools and support, there’s no limit to what you can accomplish.
SHANNON SIMCOX.
Leaning on about 20 years as a media professional, Shannon has put to work the tools she's gained in digital marketing, public relations, and brand development to help organizations to reach their ideal audience.
Shannon is a strategic marketing consultant with a passion for building content systems, sharing information, and creating community. Shannon works with Liz to share across digital media the inspiring stories of the work ESC Strategy does in encouraging curious leadership, goal-setting with authenticity, and future-proofing business practices.
My Monday Motivation is a schedule that prioritizes creative work and grounding in my values before noon. (Also, a large cup of tea and a good book.)
DAVID ZIMMERMAN.
Email: david@escstrategy.com
Phone: 310-490-7343
David L. Zimmerman, MSc, CPC, spent over 40 years helping shape the wealth management industry. Starting at EF Hutton as a financial advisor, he rose to lead advanced advisor development at Shearson Lehman Brothers, became national sales director for private client services at Wells Fargo Private Bank, served as CEO of First Citizens Bank’s broker-dealer, and led wealth management at Atlantic Union Bank. Now, as the founder of AMAXXA LLC, David combines deep experience and academic commitment to help leaders navigate change, design bold strategies, and achieve sustainable outcomes. His dedication to empowering executives and professionals enables them to reimagine their potential and thrive in a rapidly changing world.