Team Profiles

 

Pat Ennis, CExP™, CAP®, CFP®

Pat Ennis is the Founder of ENNIS Legacy Partners and has years of successful leadership, management and strategic planning experience in both the for-profit and non-profit sectors.  As a Certified Exit Planner (CExP®), Certified Financial Planner (CFP®) and Chartered Advisor of Philanthropy (CAP®) there is broad understanding and knowledge of financial, philanthropic and estate planning and the leadership and management challenges faced by business owners and non-profit leaders.  With this distinct blend of knowledge and experience, he is distinctly equipped to advise owners and founders on building enterprise value and their eventual transition or exit.

Pat has served on various non-profit boards including Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation.  He is an active member of Covenant Life Church and lives with Charlotte and their three children in Gaithersburg, MD.

Summary of Knowledge and Experience

  • Leadership & Management:  For-Profit & Non-Profit Organizations
  • Exit Planning (CExP)
  • Financial & Insurance Planning (CFP®)
  • Estate & Philanthropic Planning (CAP®)
  • Strategic Planning
  • Meeting & Project Facilitation
  • Counseling & Mediation
  • Board of Directors
  • Extensive Professional Network

Contact Information:

pat@ennislp.com  |  (301) 943-8203

 

Corby Megorden, MEA, CCEA

Corby Megorden has decades of executive experience helping organizations identify and successfully navigate the challenges of growth, risk, and change.  His expertise covers operations, program management, and financial development and has been tested in a variety of contexts including non-profits, industry, and the military.  As the VP of Operations for TeleCommunication Systems, he created corporate financial management, contracting, budgeting, and corporate merger processes, helping guide the company from startup to a publicly traded company.  As Administrator of a 4,000 member church, he developed structures, processes and procedures to manage finances and operations through periods of rapid growth, economic challenges, and radical organizational change, bringing stability and maintaining the fiscal health of the church.  He is a retired Captain with the Naval Reserves, serving the last 11 years of his 22-year tenure as an Executive or Commanding Officer.  With a Masters in Engineering Administration and 14 years as a licensed pastor, he brings a unique combination of knowledge of the processes and interpersonal dynamics in which organization function.  He is a Certified Cost Estimator/Analyst (ICEAA).

Corby has served on numerous non-profit boards including Covenant Life School, Christ Church of Mt. Airy, and ONE-U Campus Ministries. He and his wife Vilma live in Gaithersburg, MD.  They have two married daughters.

Summary of Knowledge and Experience

  • Leadership and Management:  For-Profit & Non-Profit Organizations
  • Masters in Engineering Administration
  • Certified Cost Analyst/Estimator
  • Operations
  • Strategic Business Financial Planning & Controls
  • Program Management
  • Strategic Planning
  • Training in Counseling
  • Board of Directors
  • Extensive Professional Network

Contact Information:

corby@ennislp.com  |  (240) 994-4941


Our Values

  • BUILDING VALUE WITH EXCELLENCE - A valuable enterprise is one that pursues excellence.
  • CLARITY - Clear expectations, plans, processes and communication.
  • CONFIDENTIALITY - We are committed to confidentiality in our client relationships.
  • GENEROSITY - Having a charitable attitude toward those we are privileged to serve.
  • INTEGRITY - Honest intentions, dealings and communication.  Following through and doing what we say we are going to do.
  • LEGACY - The effective transfer of the enterprise, resources, core values, traditions, and faith.

Our Model

ENNIS Legacy Partners is a fee-only consulting firm serving small business owners and leaders of non-profit organizations.  

Our value proposition is comprehensive, objective, and values-based advice and planning.  All planning begins with clarity of the owner's core values and financial, family, business, philanthropic and legacy goals.  We then identify planning gaps, make recommendations, and help you coordinate the critical touch-points between major planning areas and needed expert advisors.


Organizations

 
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