Todd Rogers

Todd Rogers has held a variety of positions including Fractional COO, Business Manager, Global Marketing Manager, Sr Account Executive, and CFO and was previously with How to Manage a Small Law Firm as Programs Operations Manager where they were responsible for creating management and accountability tools for managing the HTM management advisory team. Todd is most proud of helping small businesses that help their communities. Todd is a certified business coach with an MBA and has been advising small businesses since 2013. In their spare time, Todd enjoys spending time with wife and family over great food, especially at Disney World. His other hobbies include creating art with Lego.

Jason Plumer

Jason has held a variety of positions including Business Operations Manager/Officer, Legal Administrator, Corporate Trainer, HR Generalist, Marketing Generalist, and Tax Preparer. A professional in the legal field for 16 years, Jason was previously with McNamee Lochner P.C. where he was responsible for directing execution of human resources, accounting/financial reporting, IT, marketing, and other operational activities for a firm with over 20 practice areas, 17 shareholders (225 total attorneys), and 35 legal and administrative staff. Jason is most proud of being named a Business Strategy Prize Winner, and for his design and execution of a financial plan which resulted in the payout of $1.8M in post-profit incentive-based bonuses for shareholders. Jason earned an MBA in Human Resource Information Systems from the University at Albany, and also completed one year of his PhD there as well, acquiring skills related to organizational design, logic/methodology and high-level quantitative and qualitative analysis. In his spare time, Jason enjoys physical fitness, grilling outdoors, sporting events, camping and kayaking, coaching or playing baseball, basketball and tennis, and relaxing around water. His two boys, Easton and Landon are his world. An interesting fun fact, prior to his legal career, Jason notched some acting roles in academic and professional print and television commercials, was a model for his own men’s health-related articles with a local magazine, and had a 1 year run being featured online for a company which specializes in manufacturing high-end, unique quality fashion products made out of recycled cashmere clothing.

Clarissa Maldonado

Clarissa has held various positions, including Law Firm Administrator, Manager of Operations and Administrative Services, and Director of Operations. She was previously with Carluccio, Leone, Dimon, Doyle & Sacks, L.L.C. as a Law Firm Administrator, where she was responsible for a multi-office team of Attorneys and Legal support staff, securing the Operational Management, Policies and Procedures, Human Resources and Technologies to enrich the culture and support the business. Clarissa is proud of her time working in New York City at one of the largest women-owned legal recruiting firms, where she opened multiple eDiscovery centers nationwide. In her spare time, Clarissa enjoys hot yoga, gardening, and an endless pursuit of finding the best pizza. She also adores spending time with her family in NJ and traveling to the beautiful island of Puerto Rico to visit her parents.

Charles Luna

Charles Luna has held a variety of positions including business owner, and Director of Marketing and Communications, and was previously with Medtronic as a Conversion Rate Optimization Specialist and Campaign Development Advisor where he was responsible for leading the global web optimization and omnichannel campaign development of a Fortune 50 company. Charles is most proud of the dozen-plus years he spent creating and building an agency that specialized in marketing professional services firms. In his spare time, Charles enjoys camping, traveling, hiking with his dog, and sampling Colorado’s amazing varieties of craft beer. Before becoming a marketer, he also had careers as both a cancer researcher and as an architect. Life is full of unexpected twists and turns…

Arnel Ortega

Arnel has held a variety of positions including Attorney, Mediator, and Human Resources Director, and was previously with his own law firm as the Managing Attorney where he was responsible for General Counsel to clients in business matters, including commercial and civil litigation, contracts, federal and state labor and employment laws, and risk management. Arnel is most proud of helping business owners identify and seize the opportunities available to them by holding them accountable to execute on the actions necessary to achieve success. Arnel has been with How to Manage a Small Law Firm for more than 5 years and has held numerous positions, including Senior Fractional CEO, CEO Lead, and Fractional COO, as well as a Crash Course leader, Business Plan Workshop presenter, Bootcamp teacher, and Advanced Business Plan Workshop facilitator. In his spare time, Arnel enjoys Martial Arts, Motorcycles, Traveling, and being his son’s Fencing weapons armorer and coach.

Julie Wees

Julie has held a variety of positions including Joint Venture Manager, Event Planner, Event Supervisor, and was previously with Peak Potentials as an Event Supervisor where she was responsible for managing teams and logistics for large events in the personal development industry. Julie is most proud of successfully running over 300 events in the last decade. In her spare time, Julie enjoys traveling the world with her wife, eating extraordinary food, and walks in the forest.