Multi-Disciplinary | Experienced | Caring | Passionate | Innovative | Dedicated
THE Da VINCI TEAM
Professionals with a Passion to Serve and Create Uncommon Value for Our Clients
Da Vinci brings an unparalleled ‘dream team’ of caring and passionate professionals with the skills and experience to successfully address many of the issues faced by individuals, families, and businesses. Our team serves as client advocates and is comprised of highly-coordinated, independent contractors that work collaboratively and systematically with your existing team of professional advisors and consultants.
"If you can find a path with no obstacles, it probably doesn’t lead anywhere." – Frank A. Clark
Senior Team Members
Michael Beduze | Managing Partner | Lafayette, LA | Business & Family Office Services
I take great joy in working with a person, family or business to envision new possibilities, discover unique pathways, and fulfill purpose and potential. I’m passionate about using my abilities for tackling complex problems through innovative solutions that drive transformational and life-changing outcomes.
Ilze Alberts | Sr. Consultant | Johannesburg, S. Africa | Human & Organizational Behavior
Clark Brown | Sr. Consultant | Athens, GA | Advisory Practice Performance Enhancement
Andrew Bryan | Sr. Consultant | Boise, ID | Education Guidance & Treks
At the center of my work is assisting individuals in discovering their Core Gifts, essentially embracing the question: "Who am I, and what do I have to offer the world around me!"
Rusty Cloutier | Sr. Consultant | Lafayette, LA | Banking & Corporate Finance
To help people improve their lives. I believe in paying it forward.
Jeff Martin | Sr. Consultant | Lafayette, LA | Small Business Strategic Planning
To give business owners and leaders peace so they can live life as intended.
Ed Miltenberger | Sr. Consultant | Covington, LA | Affinity Group Development
With over 40 years’ experience, Mr. Miltenberger has worked on the brokerage and company side of the insurance industry. He has extensive expertise in both the life & health and property & casualty space. He also has an active track record in Agency Valuations, M&A, Strategic Planning, and the change management arena, where he has worked with a number of Fortune 100 companies and major associations.
His experience includes leading several successful organizations. His involvement in senior management at one of the largest privately owned 'third-party administration' firms in the US, provided exposure to the challenges which growth and change demand. He enjoyed his four years spent overseas working with American International Group (AIG) leading their Personal Lines division in Germany. In 2010 he started Carrier and Affinity Group Strategies, which is involved in consulting on behalf of insurance companies, agencies, and affinity groups.
Given his considerable experience, Mr. Miltenberger often serves as an expert witness in Agency Valuations, Mergers and Acquisitions, and in Property and Casualty/Life and Health litigation.
Mr. Miltenberger has a Bachelor of Arts in Business Administration from Southern Methodist University. He is also designated as a Chartered Life Underwriter (CLU) and Certified Employee Benefits Specialist (CEBS). Mr. Miltenberger served as President of the Professional Insurance Marketing Association (PIMA), and is active in the American Association of Insurance Management Consultants (AAIMCO).
Tracy Morgan | Sr. Consultant | Newark, DE | Strategic Planning, Organizational Alignment & Marketing
I am passionate about creating a better world by working with leaders to provide products and services that are needed, and in a way that improves relationships with their co-workers. I most enjoy working collaboratively with leaders to develop creative solutions for our current
Tom Moucka | Sr. Consultant | Nashville, TN | Leadership Development & Facilitation
Tom’s experiences span the fields of legacy giving, nonprofit and church advancement, fundraising and capital campaigns, grant writing, board development and retreats, and conflict resolution. He wrote a book on legacy giving, "LegacyNow: A Step-By-Step Guide." He has been the special guest of the president of Benin, West Africa, part of the White House Faith-based and Community Initiative, and founding board member of two private schools.
Moucka earned a doctorate in leadership development from Regent University. His dissertation concentrated on strategic funding for faith-based nonprofits. Tom’s special interests include fly fishing, backpacking, golf, tennis and ultralight flying. He has four grown children and eight grandchildren.
Fred Reggie | Sr. Consultant | Lafayette, LA | Organizational and Client Service Culture & Sales Training
To guide others to discover, develop, and deliver their talents to all of their personal and professional endeavors.
John Rogener | Sr. Consultant | West Windsor, NJ | Coaching & Facilitation
As a certified executive coach, talent development professional and facilitator with extensive global experience working in Fortune 500 organizations, John A. Rogener, is passionate about enabling clients to learn more about themselves and others and to achieve and exceed their goals.
John uses coaching to encourage and engage clients to increase their self-awareness and to make those behavioral changes that will positively impact their teams, their organizations and increase business results. His methodology includes discovery, action, accountability and reinforcement.
John’s diverse skill set allows him to respond to client needs on many levels. He has conducted one on one coaching sessions, in addition to group coaching. He brings experience as trusted advisor encouraging senior leaders who want to expand their capabilities and drive stronger business results.
He has coached sales and investment managers relative to presenting to clients and prospects, and he has coached middle and senior managers who want to enhance their leadership skills and develop their staff. Through Rutgers University New Start Career Network, he volunteers time coaching the long-term unemployed and is a recognized honoree for the New Jersey Governor's Jefferson Award for Public Service supporting individuals finding employment.
John is a certified practitioner of assessments, including DiSC, Myers Briggs, Coaching Mindset Index (CMI).
As an adjunct at New York University for 14 years, he was granted their prestigious Award for Teaching Excellence. He coauthored an article entitled, “Address Learning Needs, Not Wants” for CLO Magazine and has presented at professional organizations on topics such as: Management and Leadership
Ross Trahan | Sr. Consultant | Lafayette, LA | Executive & Business Coach
Ross has a strong passion to see leaders and organizations reach their potential, to the mutual benefit of all they lead. He assists them in reaching their next level of success through facilitating in the areas of training, coaching, and consulting.
Corine Wofford | Sr. Consultant | San Antonio, TX | Women-Owned Business Consultant
Melissa Mitchell-Blitch | Sr. Consultant | Charleston, SC | Family Communication and Relationships
In early 2020, Melissa’s first book, Boundaries for Family Businesses, will be released. In addition to boundary coaching, Melissa helps family businesses with leadership development, succession, and transition, as well as team communication and relationships.
Melissa is a Certified Professional Coach, a GiANT Master Coach, and a Myers-Briggs Type Indicator (MBTI) Certified Practitioner. She serves as the Dean of Individual Development for the Purposeful Planning Institute. Melissa is a gifted public speaker, who has presented to various national and international groups.
Yvonne Lanoux | Sr. Project Manager | Lafayette, LA | Project Management
Yvonne graduated from Loyola University in Accounting. She spent the next 15 years in public and private accounting.
Volunteer service with the PTC and school board in her community led to a second career in parochial school development. She served the University of Louisiana Foundation as Director of Stewardship and Donor Relations, organizing major events and creating annual reports for the non-profit. That tenure transitioned to a position in scholarship administration with the University, where she facilitated a conversion to a University-wide ERP system.
A lifelong learner with 200 hours of yoga study to her credit, Yvonne gardens and hikes in her free time.
Kyle “Skip” Boudreaux | Sr. Research Analyst | Lafayette, LA | Alternative Investment Analyst
Kyle “Skip” Boudreaux is an investment research analysts specializing in the area of alternative investments. Skip provides independent, non-biased, due diligence and research to clients which allows them and their advisors to prudently evaluate proposed investments and oversee existing portfolio holdings. Skip has experience in evaluating a broad spectrum of alternative investments including start-ups at all stages of funding.
In 2019 and 2020, Skip was named one of the 100 Most Influential People in Louisiana’s startup scene by Silicon Bayou News. He is a lifelong resident of Lafayette, LA and graduated from the University of Louisiana with a Master of Business Administration and a Bachelor’s degree in Electrical and Computer Engineering.
Thomas A. Stewart | Sr. Consultant | New York, NY - Columbus, OH | Employee/Customer Experience, Marketing, and Innovation
Management, I believe, has a moral dimension. Businesses become great when they do the right things and do things right. That’s why the signature gesture of business is the handshake. It signifies a promise made and a promise kept. Creating value excites me. Greed turns me off. Helping people grow and do their best excites me. Using people turns me off.
Nick Niemann | Sr. Facilitator | Omaha, NE | Business Model Design & Profit Strategy
I believe in the greatness of the Family Business Dream. This is why we “look into the future” with Family Business Leaders to address what’s really needed for you, your colleagues and your families to win the whole game.