B2B Synergy Group

Kerri Boddy is the Manager of Louisville Operations of The EI Group, Inc., an Environmental, Health, and Safety Consulting firm.  Kerri is over 35 years of experience in environmental due diligence and consulting services. 

Jimmy Ray is an independent investment adviser and financial planner who helps business owners and their employees take the stress and fatigue out of managing their money, benefits, and important financial decisions. Learn more about how Jimmy works with clients by visiting www.jimmyrayfinancial.com

Over the last 10 years I have fine tuned my creative marketing & branding passion into helping small businesses and entrepreneurs show up authentically and create a holistic marketing strategy. We work together to establish a rinse and repeat, easy to digest, long term solution that works into their everyday business. This approach has been proven to attract the right clients, increase sales and grow their team so they can get out of the overwhelm and back to building the life they desire.

I am a passionate entrepreneur dedicated to helping small businesses thrive by providing clear, actionable financial value. My background is rooted in technical precision; after two years in investment management—during which I earned my Series 65 certification and passed the CFA Level I exam—I transitioned into the world of business ownership.

That journey wasn't without its hurdles, but those early challenges provided the invaluable lessons that led to the founding and success of Mattingly & Ott Financial Accounting. Today, I find a great deal of fulfillment in sharing my expertise in numbers to help other local owners navigate their own paths to growth.

I am an advocate for our local business community and always eager to connect. If we haven't met yet, please reach out—I’d love to learn more about what you’re building and how we can support one another.

Tali works 1:1 with professionals whose anxiety around air travel has started influencing the opportunities they pursue — in work, business growth, or life choices.

Her work is private and focused, aimed at creating meaningful internal shifts rather than relying on coping strategies.

In addition to travel-related work, Tali also offers focused personal breakthrough sessions and a small amount of pro bono hypnotherapy support for individuals living with advanced cancer, focused on comfort and calm alongside medical care.