About Us

Enterprise Capabilities. Boutique Attention. Proven Results.

Our Story

Reference Point was founded in 2002 to provide senior-level advisory services related to business strategy, process optimization, information technology systems, and cost remediation. Since the firms inception, the firm has expanded it’s offering to provide a full suite of end-to-end operational and technical advisory services. We are focused on supporting clients in the financial services industry and the finance and IT functions of other industries. This includes commercial banks, brokerages, investment advisors, government-sponsored housing finance organizations, and more.

Our boutique-style firm enables us to provide senior-level attention not possible at larger firms. We pride ourselves on our ability to deliver creative solutions based on our experience and expertise, tailored to each client’s specific circumstances and needs.

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Our Team


Our team brings decades of experience in a variety of industries spanning commercial and retail banking, capital markets, insurance, information technology, power and utilities, and more.

Meet Our Team

Our Values


Reference Point team members are the best and brightest in their respective fields. We apply this intelligence to designing, developing, and implementing optimal solutions for our clients in an efficient manner. We are highly selective in our recruiting process and intensely protective of our reputation. As a result, our clients can be assured that each member of their engagement team, whether a project manager, business analyst, systems engineer, or subject matter expert, is an “A” player.


Reference Point team members are highly motivated team players that embrace challenges and thrive under pressure. We like to think of ourselves as the “special operations forces” of management and technology consulting, tackling the most difficult problems and delivering results quickly and effectively. We are truly passionate about our work and are available to our clients around the clock.


Reference Point embraces our core value of integrity in every hour of every day on every engagement. We do not over-promise or mislead our clients to gain business and refuse to be anything but forthright. We believe that earning and maintaining the trust of our clients is essential both to successful engagements and the continued strength of our reputation.


In an industry characterized by false confidence and hubris that leads to unnecessary projects, missed deadlines, and poor results, Reference Point differentiates itself by forming true partnerships with our clients. We recognize that each system and process must work within the broader context of a business’s mission and adjacent operations. Rather than imposing predefined solutions, we work with clients to truly understand their problems and broader operations, and develop situation-appropriate solutions informed by our experience and expertise.