Our Team Great Lakes Advisory is a remote-first operation and consulting firm. We help businesses like yours streamline operations by taking your processes and policies and storing them in an easily accessible location. Document My Processes Chris Gwinn, CFA® CEO Read More Chelsee Cesareo Chief of Staff Read More Amelia Fertitta P&T Lead Read More Sharon Eckert P&T Associate Read More Shanequa Lewis PT Associate Read More Brad Worrell P&T Associate Read More Jessica Eidd PT Associate Read More Gabriela Klein P&T Associate Read More