Grapevine Advisory Board

Trusted Advisors in Our Network

EOS
Tim Barrett

Tim Barrett

Founder, Grapevine Social; Certified Implementer, EOS®

Sales
Angela Rakis

Angela Rakis

Founder, Grapevine Social; Founder & CEO, Metis Sales Solutions

CRM Solutions
Dennis Jackson

Dennis Jackson

Founder, Grapevine Social; Partner, WorX Solutions Management

Wealth Management
Christopher Tasik

Christopher Tasik, CFP®

Founder, Tasik Financial Strategies

Commercial Banking
Heidi Phillips

Heidi Phillips

Vice President, Commercial Banking Relationship Manager — ServisFirst Bank

Software Solutions
Grant Swertfeger

Grant Swertfeger

Founder, Executive, Board Member, UX/UI & Game Designer, Software Engineer, SwordSweeper

Talent Acquisition
Janet Meek

Janet Meek

Talent Acquisition Specialist & CEO, JSM Associates

Tech MSP
Sean Peters

Sean Peters

President & CEO, Tech Squared

PEO
Sean Austin

Sean Austin

Business Consultant — OneDigital

CPA
Michael Peden

Michael Peden

Business Development Officer, Calvetti Ferguson

Insurance
Jason Egly

Jason Egly

Agency Owner, The Egly Agency, a Farmer’s Insurance agency

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