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Trusted Advisor Group
Grow Your Practice. Expand Your Network. Elevate Your Leadership.
Join Charlotte's Trusted Advisor Group—a confidential peer advisory group for experienced professional service leaders who advise CEOs, business owners, and executive teams. Now welcoming founding members for TA Group 01579.
Built on the Vistage Trusted Advisor model, this confidential peer group brings together experienced professionals from complementary industries to exchange perspectives, solve business challenges, and strengthen their leadership. As a newly forming group, founding members have the opportunity to help shape the culture and conversations from the beginning.
Why Join?
- Gain trusted peer perspective on business challenges, client opportunities, and strategic decisions in a confidential setting.
- Expand your professional network by building meaningful relationships with experienced, non-competing advisors serving CEOs and business leaders.
- Grow your practice and leadership through practical insights, accountability, and shared experiences that help you better serve clients.
Charlotte’s Role
- Facilitates focused, confidential peer sessions
- Challenges your thinking and elevates your advisory approach
- Creates accountability so insight translates into client impact
As your Vistage Chair, Charlotte facilitates every meeting to create thoughtful, confidential, and productive conversations. She helps members challenge assumptions, uncover blind spots, and translate insights into practical next steps that strengthen both their businesses and the value they deliver to clients.
Who It’s For
- Experienced professional service leaders such as consultants, attorneys, CPAs, executive coaches, fractional executives, and other trusted advisors.
- Professionals who serve CEOs, business owners, and executive teams and are committed to continuous growth and stronger client impact.
- Growth-minded practitioners looking to expand their network, sharpen their perspective, and become part of a confidential peer community.
Meet Our Founding Members
Members benefit from diverse perspectives across industries, backgrounds, and leadership styles.
Vistage Chair
Director of Field Operations
President & CEO
CFO
M&A Advisor
About Tyler
Find Out If Your Seat Is Available
A short conversation to explore fit, availability, and whether this group is right for you.