GROWTH & SUCCESS FOR BUSINESS & EDUCATIONAL TEAMS & LEADERS
Having partnered with hundreds of businesses, organizations and individuals – from solopreneurs to Fortune 100 companies – PM and Associates consists of experienced organizational improvement leaders from around the Midwest and nationwide. We are deeply passionate about partnering with and supporting teams and leaders for growth and success through a concierge approach to business coaching and consulting that aligns vision, values and culture, as well as by maximizing the potential of your people.
Begin fostering meaningful relationships and partnerships
Get the guidance and support you need for long-term success
Learn to maximize organizational potential, growth and scalability
OFFERINGS & SERVICES
EOS® Business Coaching
Human Resources
Hiring & Talent Acquisition
Leadership/Exec Coaching
Executive Compensation
DiSC Assessment
Culture & Positivity
Diversity & Inclusion
Team Health & Communication
Sales Training & Leadership
Mindfulness & Social EQ
Performance Engagement
PAST/CURRENT PARTNERS

BUSINESS ASSOCIATES
MEET THE BUSINESS TEAM
Align Vision, Values and Culture – Create Organizational Excellence – Maximize Your People

Patrick Metzger

Kriss Burns

Carissa Metzger

Matt Halvorson

Preston Braathen

Mike Maanum

Ben Murphy

Jodee Bock

Patrick Metzger
M.S. & CEO/Founder
Expertise: EOS® Business Coaching, Business Consulting, Team Health & Communication, Strategic Planning, High Performance Coaching, Certified NLP Practitioner
As CEO and founder of PM & Associates, Patrick heads our outstanding team of experienced professionals and strategic partners. Once a teacher and coach, and now one of less than 400 Professional EOS Implementers® around the globe, his passion is helping businesses grow, scale and achieve the impact they’re looking to make. Patrick’s coaching and facilitation expertise helps businesses, owners and leadership teams solve their biggest issues and work through their toughest discussions and challenges.
I have so many positive remarks that I am not quite sure where to start. Patrick has taught us how to be more efficient, more profitable, and how to have great communication. If you are burning it from both ends, aren’t sure how to navigate or need to get your team on the same page and work towards a common goal, he will help you get there! – Alex Lund, Co-Owner of Bismarck Sign Co.

Carissa Metzger
Champion Wife of Operations
Expertise: Business Operations, Project Management, Podcast Production
As Mark Twain best put it, Behind every successful man, is a woman. As the Champion Wife of Operations, Focusing primarily on internal operations and project management, Carissa keeps the train on the tracks and is one of the main cogs in the wheel of the PM and Associates team.

Preston Braathen
Director of Business Development
Expertise: Business Development, Finding Optimal Solutions for Organizations
Originally from Maple Grove, MN, Preston Braathen spent a decade within the financial sector, including stints at United Valley Bank and Dakota Business Lending. Now, as Director of Business Development for the PM and Associates team, his role is to help businesses in the area, as well as across the nation, identify and best find solutions in order to help them get the most out of their organization and people.
As a truly genuine and curious individual, Preston has such a knack for helping organizations work and discuss through what their true core issues are and to find optimal solutions for them, whether they are found and offered within our team or outside of it. He’s a fantastic communicator and has such a strong passion for helping businesses achieve more! – Patrick Metzger, CEO/Founder of PM and Associates

Jodee Bock
M.S.
Expertise: Leadership, Communication, Executive Coaching
Jodee Bock has been called a boat rocker, a people enhancer, and a catalyst for evolution, all thanks to her ability to bring attention to – and help decipher – sometimes complex topics about subjects that challenge and inspire. Jodee is a certified facilitator of Extreme Leadership and Higher Ground Leadership, and she has a Life Purpose and Career Coaching Certification. She is also the author of several books, as well as the founder and facilitator of the Circle Up & Get REAL podcast.
Jodee Bock is a beautiful human being, inspired leader/encourager and I HIGHLY recommend her. Any group or course you take with Jodee WILL change your trajectory to straight up! – Bryce Niemiller, Founder of Elevate Rock School

Ben Murphy
M. Ed.
Expertise: Hiring, Talent Acquisition & Engagement, Recruiting Pipeline
A sport enthusiast, athlete and former collegiate football coach, Ben Murphy took his passion for leadership, competition and performance and brought it into the world of talent acquisition and hiring. With over 15 years of experience in sales and recruiting, Ben leads a high-performing team of directors across the country to provide bulletproof solutions in helping your business better identify, attract, hire, engage and retain top talent throughout your organization. A true visionary and innovator, Ben consults and leads training sessions on recruiting and team development with all types of businesses, from Fortune 100 companies to smaller organizations around the country.
Having that partnership of somebody that I can rely on to know our culture and who we’re looking for is extremely important so the learning curve has been minimal, but I think the biggest thing is that trust, and it truly is a partnership. – Sheri Thomka, VP of HR at Derse

Kriss Burns
M.B.A.
Expertise: HR, Payroll, Benefits, Risk Management/Safety, Work Comp, Compliance
As an HR business consultant, Kriss Burns has worked in the human resources, staffing and employment industry in both the public and private sectors for over 20 years. As a core member of our business team, Kriss allows your organization to focus on activities that make your business successful and profitable while we take care of employment-related functions such as HR, payroll, benefits, risk management/safety, workers’ compensation and compliance. An expert at cultivating meaningful and authentic relationships, Kriss takes what can be a challenging process and makes it more efficient with technology and successful for everyone involved.

Matt Halvorson
Expertise: Business Transitional Planning, Executive Compensation Programs and Tax-Advantage Retirement Plans, Golden-Handcuff Plans, Buy-Sell Coverage
With extensive experience working in a family business himself, Matt has the ability to connect with business owners and see things from a similar viewpoint. He also uses his multifaceted knowledge and vast experience within not just insurance, but also real estate and investments, to better the lives of his clients through unique transition and retirement solutions. Matt has been known to say, “if everyone doesn’t win, then it’s not worth it,” which speaks volumes of his character and willingness to find the best solutions to any challenges.
Matt has helped us construct a plan that ensures my practice will be taken care of for years to come. He is laid back to work with and brings great business ideas to help us minimize taxes. – Dr. Majidian, Majidian Dental

Mike Maanum
Expertise: Fractional VP of Sales, Sales Training and Leadership
With over 20 years of experience as a National Sales Manager and VP of Sales for startups to Fortune 500 companies, Mike Maanum is PM and Associate’s seasoned sales expert. As a veteran sales leader, he helps companies by building sales systems, strategies, processes and accountability within organizations to create record-breaking growth. Having sales and leadership experience in a variety of industries, Mike has the insight to work within a wide array of company cultures where diplomacy, leadership and clear communication skills are needed to build winning sales strategies, world-class sales processes and high-performance sales teams and individuals that are highly effective in their execution.
I saw firsthand his dedication to the company and his knowledge of the product line, which he was able to communicate with great confidence to his customers that resulted in sales growth. Mike demonstrated great follow up with the team in the office on customer needs and always came to the table with concrete suggestions on how to improve and grow the business. If given the the opportunity I would not hesitate working with Mike again, he would be a great asset to any organization. – Steve Saxton, American Lawn Mower Co
EDUCATION ASSOCIATES
MEET THE EDUCATION TEAM
With over 100 years experience in administration, teaching, leadership and coaching, our experienced Education Team at PM and Associates offers a variety of partnership, guidance and mentorship solutions and offerings for your administration, staff and students.

Patrick Metzger
M.S. & CEO/Founder

Jerry Hason
M. Ed.

Jamison Jensen
M. Ed.

Marty Hochhalter
M. Ed.

Jake McEntire

Lacey Melguizo

Patrick Metzger
M.S. & CEO/Founder
Expertise: Team Health & Communication, Clarity & Vision, High Performance, Strategic Planning, Certified NLP Practitioner
As CEO and founder of PM and Associates, Patrick brings over 15 years of teaching and athletic coaching experience to the education team. After spending over a decade as a public school teacher, he still works with teams and leaders within the educational setting by giving keynote talks and providing workshops and training around effective communication, growth mindset, high performance and overcoming adversity and challenges. Patrick is also a Certified NLP (Neuro-Linguistic Programming) Practitioner.
Patrick is one of the most relatable speakers that I’ve ever heard. Finding somebody who is relatable, the effect of the messaging just doubles or triples. – United Way Emerging Leaders Member

Jerry Hason
M. Ed.
Expertise: Positivity & Culture, Diversity & Inclusion, Generational Workplace Challenges, DiSC Assessment
After 39 years as an administrator, teacher, coach and high school sports official, Jerry Hanson helps teams and leaders develop more positive, inclusive cultures, build strong relationships and address generational workplace challenges. After spending eight years as a classroom teacher, he then transitioned into a 31-year career as a school administrator leading teachers and teams in five different districts throughout North Dakota and Minnesota. As the team’s certified DISC Assessment trainer, Jerry is able to help your organization facilitate better conversations throughout your team and organization, leading to greater success. Jerry’s John Maxwell, Jon Gordon and diversity and inclusion certified training are also approved for SHRM CEU’s, as well as compliant for EEOC requirements.
Jerry Hanson was a great speaker. He gave real life examples and tailored the talk to our organization. He was entertaining, knowledgeable and received great reviews from the attendees. – NDSU Employee

Jamison Jensen
M. Ed.
Expertise: Social Emotional Intelligence, Communication, Meaningful Connections
Throughout his 20+ years of experience between Lincoln, NE, and Fargo, ND, public schools, Jamison Jensen has always stressed the idea that successful schools are all about building and supporting strong relationships. Originally from the Midwest, Jamison is a member of the Fargo Education Association and is a three-time nominee for Teacher of the Year in Fargo Public Schools. Jamison, who also has years of athletic coaching experience, brings a strong expertise to PM and Associates as a highly effective communicator and motivator in working with educational leaders to help develop cultures of greater positivity and meaningful connections.
I believe that being approachable is one the most important qualities of a leader, and Jamison demonstrates that each day. His never settle attitude along with his willingness to learn are the most inspiring qualities of him… Jamison is an excellent leader who is approachable, demonstrates a strong work ethic, and whose character reflects the profession. – Ryan Cihak, Lakeland Elementary School

Marty Hochhalter
M. Ed.
Expertise: Mental Mindset Coaching, Teambuilding, Motivation, Coaching Coaches & Parents
Building teams and motivating students and athletes is what Marty Hochhalter has done for almost 30 years. He now brings mental mindset coaching and leadership lessons to schools and businesses that are looking to push themselves and sharpen each other in order to get the most from everyone on the team. With decades of teaching and coaching experience at the high school and collegiate level, as well as being named a finalist for NFL High School Football Coach of the Year 2001, Marty is a phenomenal coach for teams and leaders that want to not just become mentally stronger, but have that innate desire to WIN.

Jake McEntire
Expertise: Performance Engagement & Enhancement, School Covid Planning & Preparedness
A former educator of 7 years at Irving Public Schools in Texas, Jake McEntire has always been about making the biggest impact possible by helping others reach new heights. After winning the Most Inspirational Teacher Award back-to-back years, he left public education to pursue his dream of getting into inspirational films. Along the way in 2016, he teamed up with Tim Tebow to write, produce and act in the movie Run the Race. Jake now works with schools and businesses in helping them increase organizational performance through implementing employee performance management applications and engagement platforms that deliver real-time, objective data and key results to all stakeholders. This allows managers and administrators to better manage employees to know where they are performing well and where they need coaching.

Lacey Melguizo
Expertise: Mindfulness, Social Emotional Intelligence
As a mindful mother to two great teachers herself, Lacey Melguizo has spent over a decade studying the brain, stress response and inflammation in relation to healing. Currently partnering with schools to implement mindfulness practices and leadership training school-wide, she has successfully empowered thousands of lives positively through her programs and is now expanding into online learning to positively impact many more. Lacey is a trained Mindfulness Meditation Teacher, Kids Life Master Coach and a certified Kidding Around Yoga instructor. Her vision is one in which all children, and the adults who nurture them, are empowered to lead and create systems that support their growth.
Lacey Melguizo has changed the fabric of Grandview Hills Elementary. Through her guided instruction we have transformed students’ lives. Students who could not regulate now have a valuable tool to calm their brain and gain control over their actions. Lacey is a precious gift to staff and students alike – she has lead us to lead kids to a better life. – Kathy Goecke, Principal of Grandview Hills Elementary
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