CLIENTS

Our Success is Defined by Our Relationships


Parallel Risk Advisors, LLC

Wendy and I quickly developed a strong rapport and she has become someone that I turn to for advice professionally and personally. My firm first engaged Wendy to facilitate our annual partners’ meeting, which expanded to ongoing strategic consultation and follow up. Wendy’s intelligence, business acumen and personality make her an asset to organizations looking for guidance with strategy and business development planning and execution. We highly recommend her!!

DEBBIE DORSCH
Chief Revenue Officer | Parallel Risk Advisors, LLC

Howard Bank

Wendy has worked with me personally as a center of influence and with Howard Bank to expand the effectiveness of our relationship management team. Her ability to assess the individual strengths of our team members is uncanny and her success in leveraging those strengths to help each individual team member develop and articulate their personal brand has been most rewarding. StrategyHorse Consulting Group’s approach is more than creative—it is unique—and we have enjoyed working with Wendy. We look forward to more to come.

MARY ANN SCULLY
CEO | Howard Bank

CohnReznick LLP

In working with Wendy she has helped our team recognize the organic nature of business development, and the importance of creating a strong culture and foundation to facilitate strategic and smart growth. This requires a focus on internal talent development as a center of our external business development, extending to both the individual and our business. Wendy has our team thinking about how to work smarter and more strategically in growing our business. Thank you, Wendy, for your excellent insight and look forward to continue working together!

LUCAS MATESA, CPA
Partner | CohnReznick LLP

University of Maryland Baltimore County

I have known Wendy for several years now. Given our common professional interests, I have gained from her thought leadership. She posts quality original content as well as brings the ideas of others to the attention of her network. I have seen her quality work supporting clients in areas such as strategic planning and HR. I have always been impressed with Wendy being “real” and the fact that she “gets it”. I am honored to have Wendy as a colleague and grateful that she has been a friend. I look forward to our continued collaboration for years to come.

ELLIOT D. LASSON, Ph.D., SPHR, SHRM-SCP
Graduate Program Director, Department of Industrial Psychololgy | University of Maryland Baltimore County

Altus Group

I hired Wendy to guide a small team through a business development training initiative over a 3 month period. The sessions involved both group and one on one interactions. She was an inspirational voice and strong mentor for that team of young professionals. I was incredibly pleased with the results and the thoughtful approach she took in managing the various dynamic personalities within the group. She left that group feeling empowered and more confident to take on business development challenges within the real estate industry. I’d recommend Wendy without reservation for similar roles.

ROSS LITKENHOUS, MBA
Senior Director | Altus Group

Geo-Technology Associates, Inc.

GTA retained Wendy to work with a small group of Associates and Project Managers in an effort to improve their networking/BD skills. GTA’s folks overwhelmingly enjoyed the training and built/improved on their skills with her help. We are looking to increase Wendy’s role in working with our staff – she is awesome!!!”

PAUL HAYDEN
Vice President | GTA

United Way of Central Maryland

On two occasions Wendy has provided the Emerging Leaders United (ELU) members with a fresh and inspiring perspective on professional development. Her candid and humorous approach to discussing difficult subjects for young professionals, such as tackling fear of failure and improving executive presence, is both refreshing and unique.
Wendy’s commitment to helping empower younger professionals has made a real difference in how our members view the impact they want to have, both in the workplace and in the community. The feedback provided to us by attendees of Wendy’s sessions was all incredibly positive.
I strongly recommend engaging Wendy as a speaker/facilitator for other non-profit organizations seeking to provide significant value to their membership and beneficiaries.

JEREMY ROSENDALE
DIRECTOR, EMERGING LEADERS | UNITED WAY OF CENTRAL MARYLAND

Zone Accounting

Do you ever feel drained after walking out of a meeting? If yes, I can guarantee that meeting wasn’t with Wendy Merrill. In a world full of “Business Development Experts,” Wendy stands apart. Her approach to business development, marketing and branding is genuine and sincere. Even more importantly, Wendy’s approach works. Working with Wendy has left me energized and empowered to challenge my current habits and to embrace new and exciting opportunities. I’m 100% on Team Wendy.

MATT BRALOVE, CPA
Owner | Zone Accounting

Kinglet

Wendy brings a wealth of knowledge and introspective tools into your growing company’s world to help you understand, plan and grow effectively. Her approach is very direct, comforting and pointed. Working with Strategy Horse is like getting a business coach, psychologist and strategist all in one.

JEFF JACOBSON
Co-Founder | Kinglet

PK Law

Over time, I have met with many (too many?) professionals who promote themselves as business networking specialists. Finally, I met Wendy Merrill. Wendy is the real deal – genuine, thoughtful and a relentless motivator. Having the opportunity to work side-by-side with Wendy, I have been able to observe, first hand, her ability for building relationships, fostering networks and centers of influence and developing simple (but effective) strategies for success. She has helped me focus on elements of my practice that are meaningful to me and she has helped energized me to stay fresh and proactive. Wendy is a game changer and brings positive results to her initiatives. I’m a huge fan and highly recommend her.

THOMAS KOHN
Member | Pessin Katz Law, PA

Glass Jacobson Financial Group

Wendy was introduced to us through LinkedIn and is a good example of the power of this virtual community. She was tasked with helping us define our culture, improve our branding and grow our business. Wendy was able to quickly pick up on the many nuances and challenges of our business. She has a wonderful ability to quickly identify the issue, listen to the opinions of others and arrive at solution. Glass Jacobson has many diverse and strong personalities however Wendy has been able to effectively work with the group, gain our confidence and most importantly impart her wisdom in a manner that has been accepted by the firm. I would highly recommend Wendy to any individual or business that is looking to grow their business or grow as a professional.

ED JACOBSON, CPA, CVA
President | Glass Jacobson Financial Group

Taurus CPA Solutions

Before I met Wendy I was never totally comfortable with the responsibility of having to develop business. Working with Wendy forced me out of my comfort zone by actually making me recognize the power of just being myself. She taught me how to combine the promotion of my technical expertise with my passion for advising my clients. Wendy digs down in order to reveal her client’s best professional selves and then she holds us accountable. She is exceptional at developing and executing a strategic and organized approach to promoting our personal brand and value. Her insight is consistently spot-on and her ability to always see the “forest for the trees” is uncanny. I will remain a loyal fan and would strongly recommend engaging StrategyHorse for any firm that wants to achieve smart growth. Wendy’s unique practice not only produces results, but more importantly, it produces the sustainable and smart growth we all desire.

BRETT NEWBERGER, CPA
Founder, Managing Director | Taurus CPA Solutions

Amplified Learning

Wendy is a force of nature who has the energy, intelligence and determination to make a significant difference for people who are struggling with managing the ‘generational gap’ in their business. One of the things that you will notice about Wendy is that she is that rare person who has combined their passion with their business, and as a result is able to bridge gaps and produce outcomes that far exceed what can be done by others who lack her passion. I walk out more knowledgeable after every meeting I have had with Wendy, but more importantly, I walk out more passionate, and that is the fuel that she can provide.

MARK JANKOWSKI
Chair | CEOIQ Chief Executive Round Table
President | Amplified Learning

Offit Kurman

I engaged Wendy’s services in an effort to grow my client base. Wendy’s personalized approach to marketing makes her stand out among many. During our sessions, she provided me with practical tips which were suited to my personality and my line of work. It was not a “one-size-fits-all” approach. I appreciated her willingness to challenge my current approach to marketing and encourage me to think beyond my comfort zone. I felt that she took a personal stake in my success and even included me in her networking efforts when it was a good fit. I found our sessions to be enlightening and energizing. I left with many ideas as to how to grow my practice and be a better and more effective networker. I have applied the tips I learned from Wendy and they helped me to triple my originations! I would highly recommend Wendy to any person or organization looking for a fresh approach to building a business.

LAURIE WASSERMAN
Attorney, Family Law Group | Offit Kurman