Outsourced CEO’s/CFO’s/COO’s/CMO and Controller

Joseph Daigle

Joseph has held a variety of positions including CEO, Chief Investment Officer, and Financial Advisor; and was previously with Mallard Financial Partners as CEO where they were responsible for leading the strategic vision and managing every department to achieve their goals. Joseph is most proud of establishing a line of business services specifically helping non-profit clients. Joseph has a BS in Finance and Management Information Systems, and an MBA with a specialization in Entrepreneurial Strategies.

In their spare time, Joe enjoys playing recreational volleyball, dodgeball, and kickball. You can find Joe on Food Network’s Holiday Baking Championship: Gingerbread Showdown (Season 2 Ep. 5) and Christmas Cookie Challenge (Season 8 Ep. 6).

Steven Amjad

Steve has held a variety of positions including Owner/Operator, Founder, President, In-House Counsel, and Partner. He was previously with BCSFT, LLC as the Owner/Operator where he was responsible for pretty much everything related to running the business every day. Steve is most proud of developing his management teams into sales growth machines with annual growth of 20%+ at every step of his career after leaving a law firm where he managed a litigation practice as a partner for 15 years. His JD/MBA background led to a career that started in complex litigation in many areas of law and led to being the founder of an investment company which grew from nothing into a $40m+ revenue enterprise as of the year-end 2024.

In his spare time, Steve enjoys time with his wife of 25 years and four children (when they are around) outside somewhere, whether it be golfing, walking, fishing, or working around the house.

Keith Fitzpatrick

Keith Fitzpatrick grew up in Long Island, NY and then went on to Yale University where he played four year Varsity Ice Hockey  before playing in the minor leagues for one season.  After completing his hockey career, he went to work in finance for multiple firms in a sales trading role in NYC and London.  Upon returning home from London in 2008 during the recession, Keith took a job working in hospitality, building an event space.  This is where Keith found his true passion for growing small businesses.  He then went back to school, completed the coursework to obtain a CPA.  For the last 15 years, Keith has worked in multiple industries including retail, travel, hospitality, music production, professional services, and others to help his clients achieve success as an outsourced Controller/CFO and tax accountant.

When he isn’t working in spreadsheets, Keith still enjoys coaching hockey in NYC for kids 8 and under with his close friends. He spends most of his summers in Montauk where he is starting to learn to surf.  

Etienne Hardre

Etienne Hardre has a passion for helping entrepreneurs achieve their goals. Holding degrees in Accounting, Computer Science, and Management Information Systems, Etienne understands the language of business and the mechanisms for implementing ideas. He has worked in a variety of industries and positions including Chief Financial Officer and Founder of dozens of startups with a special focus on financial modeling, mergers & acquisitions, and strategic planning. His favorite phase of business is the high growth stage immediately after an idea is formulated and thrown onto the whiteboard.  For the past fifteen years, Etienne has simultaneously served as outsourced CFO for a variety of small business clients while also owning and managing a large barbershop & hair salon in Colorado Springs.

Etienne and his wife, Megan, raise their four boys in Colorado while enjoying cigars, whiskey, and tequila in the mountain sunshine. He speaks just enough of a handful of languages to confuse the locals, and he will probably beat you at a game of darts if you’re brave enough to try.

Jennifer Dudley

Jennifer Dudley is an experienced, effective strategist in relentless pursuit of breakthrough growth.    

With a start inside Boston ad agencies, Jennifer developed high standards for effective messaging, quality design, and accurate targeting. Eventually ditching the Boston cold for sunny southern CA, Jennifer held a long-term, progressive role at one of the top corporate communications firms in LA, building integrated campaigns for corporate giants like Bank of America, Unocal, and Tenet Healthcare, to boost brand recognition, launch product lines, and increase both top- and bottom-line growth. She drove multi-million-dollar national (and international) campaigns, and consistently led the studio team to repeatable profitability.  Jen says “if I can teach creative teams to be profitable, I can definitely help legal teams to be profitable. We’ve got this!”

Jennifer has extensively studied human motivation and personal transformation and is ready to hold space for your growth. Ask her about her Tony Robbins fire walk, skydiving, Cessnas through Sedona, or many other mind-opening activities. Mindset work is fundamental to business success and is core to our work at HTM! To generate growth with marketing, mindset must come first.  

After the birth of her eldest son, Jennifer’s career took a family-centric turn, and she built a marketing consultancy, which she ran until recently joining the HTM team. She has helped hundreds of business-owner clients design marketing strategies, align operations for growth, and personally stretch and grow into more mature business owners. In addition, she has worked as an SBA consultant since 2017, helping small business owners to take incremental steps as they build traction and start-run-grow their businesses. “On the side” she also was an active certified birth doula for 12 years and has attended more than 200 births.  Why work with Jennifer? She takes an analytical approach rooted in metrics to build SMART strategy paired with disruptive campaigns to move the needle toward business growth and a reliable ROI. She has experience scaling businesses including B2C, B2B and B2G clients including nonprofits. She’s available to help with Marketing Strategies, Growth Design, and rigorous Implementation Supervision (aka “Take no B.S.” Vendor Wrangling). If you’re looking to upgrade, improve, or increase your marketing effectiveness, schedule a get to know you call with Jennifer today.

Kelly-Ann Jenkins

Kelly-Ann Jenkins is a “recovering attorney” who dreamed of a career in Big Law.  After working in a large law firm for 5 years, she realized the partner-track lifestyle was not for her!  That’s when she decided to take the leap of faith and build her own law practice.  Within 7 years, she grew that small law firm from a $100K to nearly a $7M firm.  Even in the face of rapid growth, she refused to sacrifice her passions and continued to chase her dreams – from learning new skills to checking off items on her bucket list.  She built a law practice that allowed her to go skydiving in New Zealand, cage diving in South Africa, and safarying in Kenya.  She’s travelled to all 50 states, taught herself intro to guitar, and studied winemaking.  When she sets a goal, she makes it happen – whether that’s personal, professional, or financial.

Her drive to learn new things has her constantly challenging herself and others around her.  She loves proving that you really can do whatever you set your mind to.  She recently achieved a goal that people told her was “impossible” – running 7 marathons on 7 continents in 7 days – something that fewer than 200 people in the history of the world had completed as of October 2024.

Kelly-Ann blends that same relentless determination with legal experience and proven success in building a law practice.  She knows how to take a vision and make it happen!  If you want someone who understands growth, isn’t afraid to push limits, and knows how to get results, Kelly-Ann’s going to be a good fit for you & your firm.