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Goal Financial

Ryan Katz
CEO Goal Financial,
San Diego, California

“Michael Brainard  has been able to provide the climate and framework for my growth and development and I directly count his coaching as one of the drivers of my organizations growth and success. Michael has a unique combination of business acumen and interpersonal savvy to listen effectively, confront, and advise at the right time, all the while keeping me focused on my development…”


Richard Swartzbaugh
VP Human Resources
Goal Financial, San Diego, California

“Our organization wanted a more effective, diverse, and capable OD department as our company continued to expand. We discovered that with Brainard Strategy, we could outsource our OD work and get everything that we wanted…Plus, it was significantly more cost effective.”


Ryan Katz
CEO Goal Financial,
San Diego, California

“As many serious external changes such as legislative environment and credit risk were exerting negative pressure on every player in our industry our company had to respond by “re-structuring” some of our operations. Michael was able to align a comprehensive action plan that above all was consistent with our values. We believed that while some would be losing their jobs and jobs would be changing we had a set of core beliefs around respect for the individual whether leaving our organization or not. Michael put a plan together that addressed all stakeholders; he planned and modeled the logistics and financial aspects of the re-structure, the risk assessment, and assisted us with the “new” organizational structure. He led a team of internal and external professionals to flawless execution. While this type of business activity is relatively common it is never easy and Michael’s vast experience, custom approach, and leadership were invaluable to us getting back on track toward growth in a still tough environment.”