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?

Charlotte’s Role

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

Meeting

Meet Our Founding Members

Members benefit from diverse perspectives across industries, backgrounds, and leadership styles.

About Tyler

Find Out If Your Seat Is Available

A short conversation to explore fit, availability, and whether this group is right for you.