About Us

Our Experience

Broad Oaks Consulting, LLC brings a unique perspective to your non-profit.  With 10 years experience in the financial services industry and 7 years experience in non-profit development, we approach your mission as more than a philanthropy.  We look at you from a business perspective, help you evaluate your goals and bring your strategic plan to life.  

Our Approach

Your needs, dreams and aspirations are unique to you.  We identify solutions  tailored to you and  work as your strategic partner to implement programs and plans.  

We begin our process by getting to know you.  What is going well?  What are the challenges?  What is your board asking of you?  What will it take to get there? 

Why Us?

With over 17 years’ experience in a variety of fields, Broad Oaks Consulting spans the business and non-profit worlds to streamline your development efforts.  We take a holistic approach, setting realistic goals and expectations. No dreams are too big.  We will guide you on your journey, one step at a time.