Meet Our Family Business Team
A team of advisors focused on Successor Planning and Leader Development
Each advisor has a dynamic background with family businesses. Individually, they bring a unique experience to create a group capable of incredible work.
Meet the Family Business Team
Bob Weinhold
Partner, Family Business Services
Bob Weinhold is the Velocity Partner overseeing the Family Business Advisory and Executive Coaching practices. Bob began working with Family-Owned businesses in 2004 as a Healthcare COO operating a large family office asset. Early in his career, he was exposed to the nuance of driving value into the business while helping families navigate transition, succession, structure, and governance. Most frequently Bob has been enrolled to develop next generation leaders prepare for succession and help senior family members transition responsibilities while mitigating risk. Bob’s keen recognition of how success is measured and what the family values most, has proven to be transformative for families with tremendous assets and responsibilities. Bob views his work with multigenerational family businesses as an incredibly important trust building relationship demanding ultimate confidentiality, while ensuring open access to be a resource in times of need.
Molly Ryan
Family Business Advisor
Operations, Sales, and Mental Health Counseling are all areas that Molly has demonstrated success throughout her career. Early in life Molly remembers being curious to understand the impact of family/social systems on the individual that is a part of the system. Deeply embedded in Molly is a conviction to help others. It started as empathy, led to therapeutic support, and evolved into successive leadership roles across industries.
Rick Mattson
Family Business Advisor
Rick Mattson co-founded a foreign start-up in Belfast, Northern Ireland for a Fortune 500 company. He has directed an Organizational Effectiveness Office and led various teams in project management, organizational change management, and compliance/quality. Rick is a certified Portfolio Management Professional, holds a masters in Industrial-Organizational Psychology from the University of Georgia and is completing his PhD in Learning and Leadership with a dissertation sponsored by the International Coach Federation on evidence-based coaching.
Ed Forsberg
Family Business Advisor
The banker with a Heart of Gold keenly invested in the Internal Rate of Return and compounding growth of individuals in their respective leadership. Ed’s internal compass has always pointed toward helping others develop and he has done so professionally in Finance through Relationship Management in many forms. Importantly, with a deep connection to family business, Ed is a well-respected Family Business Coach.
Tricia Seitz
Family Business Advisor
Tricia is an executive coach with a passion for helping others reach and exceed their potential. She is an intentional coach who engages her clients where they are and builds from there to create and live from your vision— at work and personally. She excels at asking thought-provoking questions, challenges your perceptions and beliefs, and helps you grow into the most effective leader and person that you can be. Tricia has a Bachelor of Science from DePauw University, and she is a Certified CoreStrengths® coach and facilitator. She is also a Certified ChangeMaker Nation coach as well as a Master Certified Developmental Sales Coach. She is also a Certified Ignite Selling facilitator.
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