About IA Business Advisors

We’ve helped small businesses grow and thrive in their industries since 1996.

People Make Profits

IA Business Advisors has a passion for seeing small businesses succeed. When the Great Recession hit in 2008, we worked with struggling businesses who were challenged to afford vital consulting services. This sparked one of our most popular services which we still offer to this day: Over-Your-Shoulder Advising. Our clients can pay only for the time they work with us on an hourly basis at an affordable rate. Putting people first and treating them as human beings rather than objects is the foundation of a profitable business and a positive business culture.

BizVision™ takes a holistic approach to the integration of people, process, and technology. This tool provides insight into the operational components of how a business is managed, the unique company culture and how that culture was created, and shines a light on opportunities that may have previously been overlooked. By considering the intricacies that make your entire team tick, we can identify the gaps.

Everything our team does is done through the lens of S.M.A.R.T. (Specific, Measurable, Attainable, Realistic, and Timely). This ensures that all communication, goals, strategies, and tactics are aligned, understood, and create value for our clients. We teach our clients about S.M.A.R.T. as not only a noun but a verb.

Personality Assessments

One of our key advantages over other advisory firms is how we integrate human assessment into our overall BizVision Management System. We embed both DiSC and Kolbe assessments with our BizVision™ process to analyze the individuals within organization and understand better the influence they have on each other while they interact and work together for the betterment of self and team.

Global Reach. Local Touch.

Our team has helped clients on all seven continents, including Antarctica. We have team members that specialize in nuanced areas of business, and we will select the right partner for each client. When you work with the IA team, you have lifetimes of experience at your disposal, and advisors who care about the personalized needs of their clients.

Our Home Office Team

Dr. Brian Smith

Since 1988, Brian has helped over 19,000 business owners and managers on all seven continents (yes, Antarctica, too). Coming from companies of all sizes, he has helped them make decisions to help them grow personally and as an organization. Brian is a lifelong learner; he has a Ph.D. in organizational psychology, a master’s degree in management information systems, a master’s degree in occupational safety, a bachelor’s degree in accounting, and is a certified Six Sigma master black belt consultant. He was also a Microsoft MCSE and has completed many certification courses supporting his work as an advisor.
The three rings symbolize our core philosophy that business is built on three interconnected things: People, Process, and Technology. The occasional addition of the 6 and σ to the rings demonstrates our belief in a consulting methodology known as Six Sigma and our commitment to error-free consulting.
First, I got to fly around the world to complete what we now call BizVision. Then, I got to design an ERP system and all its infrastructure for a company in 14 states and 12 countries. The entire time I was tasked with being a member of the executive team that raised over $100 million from two IPOs, and I helped to integrate 6 new acquisitions into the company family. It was a wild 18 months that set the stage for who we are today.
There is nothing more important than what you are doing at this moment; it’s the time you have to make your best decision!
My family has always been and always will be my passion. I have been blessed with three amazing children and a beautiful wife who never ceases to amaze me. René and I have been married since 1992, and since then she has been the glue that holds my life (and this office) together. Beyond my family, I also have a love for cooking, baseball, and reading.
  • Always be responsible for my influence.
  • Stay positive in all I do.
  • Live in the present to be my best for self and others.

Get Your Business Prescription

When you are ready to have a clear view (BizVision) of your company and tackle any of the business issues that are hurting your potential viability, contact your business doctor, IA Business Advisors.

René Smith

COO

What do you love most about working at IA Business Advisors?

There are two things I love about working for IA. First, and foremost, would be my coworkers. They’re fun, enthusiastic, hardworking, and all-around good people. It makes going to work fun.

The second thing I love about working for IA is the variety of clients we help. From construction companies to pet care companies, I enjoy the various tasks I’m asked to help with.

What is the best piece of advice you have ever been given?

The best piece of advice I’ve ever received came from my dad. He said, “When given a choice, choose kindness.” I feel those are wise words.

If you were a superhero, what would you want your superpower to be?

If I had a superpower, it would be to wiggle my nose and *POOF!* my chores would be done!

One of my favorite TV shows as a kid was Bewitched. I loved how Samantha could wiggle her nose, when an unexpected guest arrived, and *POOF!* her house was clean and a cake was in the oven! How awesome would that be!

What are some of your personal goals?

Some of my personal goals include our home landscaping. I’ve been working on improving our yard for a couple of years now and I am hoping to be at the “It’s done, now I only need to pull weeds” phase by 2023. How handy would my superpower be for that goal?!

What is your personal motto?

My personal motto comes from Oscar Wilde. He said, “Be yourself; everyone else is already taken.” You are the only you on the whole planet; embrace it!

Gregg-Brooke Koleno

Senior Managing Advisor

What do you love most about working at IA Business Advisors?

Having the ability to help clients and team members become the best they can be.

What is the best piece of advice you have ever been given?

The best advice I have received was from my mom when I was in high school. She told me it is a small world and not to burn bridges as you never know when someone will come back into your life.

What would you want your superpower to be if you were a superhero?

My superhero power would be to freeze time.

What are some of your personal goals?

Continue to become the best human I can be for myself, my family, friends, our clients, and our team.

What is your personal motto?

Timing is everything and everything happens for a reason.

Brenda Alexander

Accounting Advisor

What do you love most about working at IA Business Advisors?

IA’s culture cannot be beaten.

What is the best piece of advice you have ever been given?

The way someone treats you is a reflection of how they feel about themselves. It has nothing to do with you.

What would you want your superpower to be if you were a superhero?

The ability to teleport

What are some of your personal goals?

Travel whenever I can
Be authentic and compassionate – with others and myself!

What is your personal motto?

“One doesn’t have to operate with great malice to do great harm. The absence of empathy and understanding are sufficient.” – Charles Blow

Claire Lussier

Accounting Advisor

What do you love most about working at IA Business Advisors?

I love the fact that I find myself surrounded by people consciously working on self-improvement and growing in their respective areas of influence. I love that even when working independently, I constantly feel that I am a part of a larger team.

I love the fact that Daisy is always a welcome member of the IA family!

What is the best piece of advice you have ever been given?

“Pay attention. Do your best.” – My Dad

(This has always been my dad’s standard send off to myself and my sisters, whether on our way to school or work, the message has always remained consistent.)

“I want you to remind yourself each day how lucky you are. Lucky to be alive and healthy. Gratitude is the most healing mindset we can embody – try to hold onto it.” – My sister Grace ❤

(My sister has always had a beautiful way of sharing her wisdom, for which I am boundlessly grateful.)

What would you want your superpower to be if you were a superhero?

So hard to choose! While I’m tempted to pick “Time Manipulation” this power seems like it would be too easy to abuse even with the best intentions. Instead, I will go with “Limitless Language & Communications Comprehension.” I would love to have the ability to speak and understand all known languages.

What are some of your personal goals?

Currently, a personal goal of mine is to work on developing a schedule that prioritizes meeting the needs of each area of my life (professionally and personally). With the time I create for my personal life, I aim to spend more time reading for fun and experimenting in the kitchen. I also have set a goal for myself to try something new and adventurous every 6 months (if not more!).

What is your personal motto?

Be kind. Kindness, in your actions and in your words, creates a ripple effect. You can never be sure how far-reaching your impact may be.

Sarah Weldon

Associate Advisor

What do you love most about working at IA Business Advisors?

What I love most about working at IA Business Advisors is the variety of work that we perform for our clients. Assisting businesses and seeing the result is very rewarding.

What is the best piece of advice you have ever been given?

As an introvert, the best piece of advice I have ever been given was from my husband on our first date. He said, “If you don’t talk, this is never going to work.”

What would you want your superpower to be if you were a superhero?

The ability to fly around outer space unafflicted and with lightning speed.

What are some of your personal goals?

So, one of my personal goals is to become more active within my community through volunteer work.

What is your personal motto?

My personal motto is to be like wine, only get better with time.

Daniella Digiulio

Junior Digital Marketing Advisor

What do you love most about working at IA Business Advisors?

What I love most about working at IA is it is a team effort! You never feel alone in your work. It is a safe environment to where if you do need help, are feeling overwhelmed, or are having a tough time balancing work and home, you have a team that is 110% on your side and there to help!

What is the best piece of advice you have ever been given?

The best advice I’ve ever been given was in a book by my favorite poet on self-love, “You do not just wake up and become the butterfly; growth is a process, be patient with yourself.”

What would you want your superpower to be if you were a superhero?

If I was a superhero, I would want the power to heal all things or people broken, injured, or dying. I’d want to give life back.

What are some of your personal goals?

My biggest goal is to pass on generational wealth to my kids. I want to give them the head start I never had and all the resources I possibly can with money, guidance, education, and love.

What is your personal motto?

My personal motto is, “You can’t actually fail yourself if you try, and try again, and then try one more time.”

Cyndi Nelson

Associate Advisor

What do you love most about working at IA Business Advisors?

The constant opportunity to learn and grow both individually and with the IA team.

What is the best piece of advice you have ever been given?

“If you do not love what you’re doing, why do it?” – My dad

What would you want your superpower to be if you were a superhero?

The Wonder Woman lasso of truth to get to the bottom of things.

What are some of your personal goals?

To always be present and available with my career and as a mom.

What is your personal motto?

The best way to predict your future is to create it.

Jerrod Smith

Graphic Design Advisor

What do you love most about working at IA Business Advisors?

Being creative while being able to help businesses and individuals realize their professional image; plus, I get to work with a great team.

What is the best piece of advice you have ever been given?

“Drive it till it breaks.” – My dad

What would you want your superpower to be if you were a superhero?

No superpower, just access to the tools, skills, and knowledge to get the job done—like Batman.

What are some of your personal goals?

To get my series of novels published and to travel—seeing and experiencing as much of the world as I can.

What is your personal motto?

If you gotta live you might as well try to have fun doing it.

What do you love most about working at IA Business Advisors?

Freedom, creativity, and strong leadership.

What is the best piece of advice you have ever been given?

Discipline equals freedom

What would you want your superpower to be if you were a superhero?

I am the Brown Hornet! I shall make sure your property is well taken care of. I am a great property facilitator!

What are some of your personal goals?

Learn every day and laugh. Be a good dad.

What is your personal motto?

“And so we beat on; boats against the currents, born back ceaselessly into the past.” Beware of the green light that offers false hope. The past is the past. Move on!

Daisy Lussier

Paw-ffice Security Guard

What do you love most about working at IA Business Advisors?

I love the people here! (I’m pretty sure they only come here to see me, right?) I think I love them twice as much when they share treats with me…😊

What is the best piece of advice you have ever been given?

Hug your human every day (or every hour if possible!)

What would you want your superpower to be if you were a superhero?

Human and Dog Communication Intermediary. I would love to help humans communicate with their dogs and vice versa. I think my mom would understand me better if she knew what my conversations with other dogs were about.

What are some of your personal goals?

It’s a personal goal of mine to see if I can get each and every person in the building to give me treats and tell me how good of a girl I am.

What is your personal motto?

Run, Snack, Nap, Repeat.