CoachSource Principals

Brian O. Underhill, Ph.D. | Brian is CoachSource's Founder and CEO, who is an industry-recognized expert in the design and management of worldwide executive coaching implementations. Brian is the author of Executive Coaching for Results: The Definitive Guide to Developing Organizational Leaders (Berrett Koehler... more

Stephen E. Sass | Steve, now retired, is a Founding Partner and Engagement Manager of CoachSource, LLC. His 50+ year business career includes 28 years with IBM in customer service and education executive management, and four... more

Kimcee McAnally | Kimcee is a Partner/Owner of CoachSource. Kimcee's background includes 25+ years working with companies in the areas of executive coaching, leadership development, organizational development & change management. She has an executive business background, holding c-suite... more

Meet the Engagement Managers

Helfried Albrecht | Helfried Albrecht, Ph.D. is a very experienced executive coach, leadership and organizational development consultant. Over the last 15 years, he worked with hundreds of leaders in many industries in Europe, Middle East and the US... more

Dan Feldman | Dan Feldman is CoachSource's Team Coaching Specialist and an Engagement Manager. Dan is an Executive Coach who helps senior leaders build sustainable leadership and broaden their leadership style to improve influence, resilience, and team performance... more

Jeff Nally | Jeff Nally is the Vice President of the Global Coach Community, Group Coaching Product Specialist, and Engagement Manager at CoachSource. As the Vice President, Global Coach Community, Jeff leads the strategy, development, and connection for more than 1,100 coaches. He and his team attract, engage, and retain coaches to meet the growing demand for experienced executive coaches... more

Ann Van de Perre | Ann has more than 25 years of international corporate experience as Executive coach, strategic HR & Organization Development Executive in Fortune top 500 organisations. Ann is an in-depth guide and catalyst for boosting leader’s success... more

Meet the Staff

Patty Ainsworth | Patty joined CoachSource in 2009, primarily as Brian's executive assistant. Since then she previously supported Kimcee McAnally, and has also become Executive Assistant to Jeff Nally, as well as working directly with clients and coaches, as a Coach Associate... more

Diane Bailey-Boulet | Diane joined CoachSource in December 2022 as VP, Strategy & Client Success on our Diversified Account Team.  Diane has 20+ years of coaching, consulting, business development and leadership development experience.  Diane earned her B.A. at Boston College and completed her coach training in Evidence-Based Coaching at Fielding Graduate University.  Diane loves time with family, along with traveling, cooking, and writing.  She resides in Louisville, KY.

Tracey Bertolina | Tracey leads the finance organization and has 30+ years of experience in accounting, financial planning, and acquisitions. Tracey has worked in a variety of industries and has made it an ongoing priority to improve and enhance all aspects of financial reporting and systems

Zia Best | Zia Best serves as an Account Service Manager and Diversity, Equity & Inclusion Specialist for CoachSource. As an account manager since 2017, she manages 70 corporate clients and oversees more than 200 1:1, group, and team coaching engagements per year. She works directly with global organizations...more 


Andrea Buell | Andrea joined CoachSource in February 2023 as the Director, Coaching Services on our Technology Account Team. Andrea is a passionate coach and skilled program manager. She co-created highly successful coaching programs, managed engagements, and engaged coaches in an internal coach community. Andrea was born in Montreal Canada, moved to the US in 1999, and currently resides in Boulder, Colorado. She enjoys live blues music in small venues and riding her motorcycle through the Colorado mountains.

Kathleen Diekmann | Kathleen joined CoachSource in 2016 as a Billing Specialist. Prior to joining CoachSource, she was Director of Core Systems Operations Support at Visa and worked in Internal Audit for both Charles Schwab and Lockheed Martin. She has a B.S. in Accounting and lives in Northern California with her family.

Dave Dowling | Dave Dowling is Chief Information Officer (CIO) at CoachSource. Working with the Executive team, Dave supports the firm through his technical leadership, vision, and expertise. He is active in and responsible for software development, data... more

Teri Frangie | Teri handles Global Business Development for CoachSource. She is a business development executive who builds and leverages relationships to achieve two goals: to help organizations develop effective leaders; and to help organizations increase their results through innovative practices... more

Keiko Hsu | Keiko Hsu is the VP of Client Operations, responsible for a team of Engagement Managers serving strategic accounts at CoachSource. She also serves as an executive coach/business coach, coaching senior executives at major Fortune 100 corporations... more


Laurie Lawton | Laurie first joined CoachSource part-time in April 2022 for our Finance Department.  Since then, she has taken on the role of Project Manager, supporting various clients.  Laurie has extensive experience in adminstrative and operational suppport across all levels of organizations.  Her college focus was on Fine Arts and she currently resides in Texas.

Scott Lund | Scott has been a CoachSource coach since 2019.  He became our VP, Strategy & Client Success on our Technology Account Team in December 2022.  Scott earned an MBA from The Wharton School at the University of Pennsylvania and a BA in Economics from Brigham Young University.  He resides in Provo, UT with his family.  He is also fluent in Norwegian and enjoys fitness and abstract photography.

J'Aimee Mission | J'Aimee, Director of Client Service and Strategic Initiatives for CoachSource, has a background in analytics, leadership, training, and project management. She has a combination of consulting, and business client service experience from her work at The Spur Group, a business management consulting firm... more

Laura Parks | Laura joined CoachSource in 2019 as a Project Assistant. She has over 30 years of experience in production, project, and program management and is certified in Lean Six Sigma. Prior to CoachSource, Laura worked at HP in Silicon Valley for 20 years.  Located in California, Laura enjoys hiking, skiing, sewing, and spending time with family and friends.

Allegra Sass | Allegra joined CoachSource in 2012, serving primarily as Executive Assistant to Stephen Sass. Since then, she has also gained the titles of HR associate... more

Angie Voorhees | Angie has been with CoachSource since the very beginning, serving as Accounting Manager. Previous to joining CoachSource, Angie worked in public accounting for over 20 years. She graduated in 1989 with a B.S. in Accounting, and lives in New Jersey with her family... more


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