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Advisory Board

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MBS supports the formation of an advisory board of directors. This board focuses on enhancing governance by offering strategic insight, risk oversight, and industry expertise, as required by the CFPB. It supports executive decision-making, ensures fiduciary responsibility, and strengthens stakeholder confidence by aligning business objectives with market realities. The advisory board should deliver the insight and credibility required to strengthen the CEO and the company.

Key Elements of
Advisory Board

Strategic Guidance

Our hallmark service. MBS experts, as part of the advisory board, will advise the CEO on long-term planning, market positioning, and competitive strategy.

Financial Oversight

The advisory board reviews budgets, forecasts, and financial performance to ensure fiscal responsibility.

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Networking & Influence

The advisory board helps to leverage industry connections to open doors and build partnerships to advance the firm's activities.

Risk Management

 The advisory board will help identify and mitigate financial, operational, and reputational risks.

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Governance Support

The advisory board enhances corporate governance practices and ethical standards by reviewing the CEO's activities. This is a CFPB mandate.

Executive Mentorship

Dr. Schell, PhD, specifically offers mentorship training for CEOs.  The advisory board may also coach and support the CEO and senior leadership.

Why MBS is Chosen to Guide the Nation’s Top Institutions

All MBS Partners are proven leaders with over 30 years of experience

    Chuck Klein, Theresa Marie & Dr. Andy Schell 

         Their level of expertise enables MBS to provide actionable insight,

         whether advising your board, coaching your CEO, or devising your strategic plan.

Dr. Schell brings a unique blend of experience and credentials unmatched in the mortgage banking industry:

  • Ph.D. in Strategic Communication

  • Second Doctorate in Strategic Finance (DBA)

  • Certified Public Accountant (CPA)

  • Certified Mortgage Banker (CMB)

  • Certified in Financial Forensics (CFF) – AICPA

  • Two master's degrees (MBA & MSML).

  • SMU's Graduate School of Banking (SWGSB)

This level of expertise enables MBS to provide actionable insight, whether advising your board or defending your position in a courtroom.

Dr. Andy Schell, PhD, CPA, CMB

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