Success in business through planning, monitoring and control

Wiley Advisors, LLC

ADVISORS

Wiley Advisors, LLC are a seasoned group of current and former business executives that have the experience and expertise to help your enterprise succeed.  With a strong focus on planning an coaching for success, our clients are some of today's fastest growing organizations .  Our consultants include:

Lee W. Wiley

Managing Partner  and senior consultant

Managing Partner Lee W. Wiley has over 40 years of executive experience running successful businesses.  He started his professional career as a Credit Officer for Chase Bank in New York.  While at Chase Wiley distinguished himself by creating the first computerized commercial credit analysis system for the bank and training much of the banks senior staff on the early use of computers for commercial lending. 

Wiley was recruited by Bank of the Southwest, a large Houston bank, to head up its credit and loan officer training function. He then was promoted to a commercial loan office position prior to being recruited as Secretary/Treasurer at Crutcher Resources Corporation, an American Stock Exchange listed manufacturing and oil-filed service company.

While at Crutcher, Wiley managed investor relations including acting as the point-man with Wall Street.  He managed the company’s listing on the American Stock Exchange, and negotiated all company borrowings.  He became responsible for all insurance requirements through Lloyds of London, headed the company’s pension plan and managed the company credit union.

Wiley subsequently became President of Sabine Steel and Construction, an industrial construction company building large refinery projects throughout the United States. He eventually moved this business into refinery maintenance  as United Refinery Services, which he sold in 1982.

Following the sale of United Refinery Services, Wiley began outside consulting for clients in Houston while running other private investment businesses.  His early clients included Swazi Oil Filed Services, West Side Airways, Houston Oil Trading, and several small banks.

In 1984, Wiley started International Expert Systems, Inc. (IES) which developed scheduling, point of sale and management software for use in operating salons and day spas.  During the subsequent 20 years, Wiley and his team took IES to the top of their specialized market by selling software to the largest international salon management companies in the world, including J.C. Penney, Essanelle, and Premier.  Wiley’s distribution program for his products included forging strategic alliances with some of the major liquids manufactures and distributors including Martix and Jamie Carrol (Australia).

In 2000, Wiley redesigned the scheduling portion of his product line for medical scheduling in large scale enterprises.  He then sold the business in 2004.

Since that time Wiley has focused on personal investments and consulting.  In 2008, Wiley completed his certification as a One Page Business Plan® consultant and now uses his business experience to help his clients

As an advisor, Wiley specializes in coaching entrepreneurs and CEOs in building business plans for either continuing management or to raise capital.   He also focuses on helping business owners market their businesses for sale.

Wiley is 62 years old and holds a bachelor's degree in economics from Lafayette College, Easton, Pennsylvania. 

E-mail: lwiley@wileyadvisors.com

Francis D. (Doug) Tuggle

associate partner and senior consultant

Doug Tuggle is an associate partner with Wiley Advisors and partner with Insight Consulting Partners.  Doug holds the BS degree from MIT, and the MS and Ph. D. degrees from Carnegie Mellon University.  He is also Professor at the George L. Argyros School of Business and Economics at Chapman University.  Additionally, he is managing partner of Family Health Information Services, LLC and Vice President of Anderson and Tuggle, Inc.  He sits on the Board of Trustees of the University for Creative Leadership and Entrepreneurship in Breda, Holland.

Doug has been a consultant for nearly 40 years, starting with the RAND Corporation in Santa Monica.  His clients include CBS Television, Sprint, the World Bank, AOL, Hallmark Cards, and Kansas City Power and Light.  He is a certified One Page Business Plan® consultant.

He presently serves on the board of directors of Equus Total Return, Inc., an NYSE listed company, where he also on the audit committee and compensation committee.  He is also on the board of Ascertain-ment, Inc.  He sits on two non-profit boards: SPIN (Serving People In Need, working with the 35,000 homeless in Orange County, CA) and the Bethany Foundation of Kennesaw, GA that promotes literacy in Ethiopia.  Previously, he was on the board of Texas Commerce Bankshares and the Greensheet, both of Houston, TX.

Doug’s consulting expertise includes corporate planning and strategy, corporate culture issues (e.g., if a merger or acquisition is planned), creative leadership, and information technology strategy and deployment.  Doug is an accomplished public speaker, and addresses small and large groups with equal facility.

He served on the faculty at the University of Kansas (in both the School of Business and the Department of Computer Science within the College of Liberal Arts and Sciences).  He was dean and Jesse H. Jones Professor of Management at Rice University in Houston, TX (where he was also appointed to the Psychology Department).  He was dean and professor at the Kogod School of Business at American University in Washington, D. C.  Most recently, he was the Robert J. and Carolyn A. Waltos, Jr. Dean at the Argyros School of Business and Economics at Chapman University.  Doug has written two books and published more than 70 scientific papers and is at work on a third book on the art and science of getting work done smartly.

Philip Taggart

Senior consultant

Philip Taggart has over 25 years experience in consulting with corporations on marketing, finance and management problems.

In his first job out of college, Mr. Taggart joined The Philip Lesly Company, an international public relations firm, and within four years became one of four vice-presidents in an organization with it home office in Chicago and offices in New York, Los Angeles, San Francisco, Toronto and London.  He was a marketing consultant for such companies as Container Corporation of America, The Maytag Company, Bell & Howell, Dial Soap, McCulloch Chain Saws, Scott-Atwater Outboard Motors and the American Music Conference.

On the promise of entering investor relations he became a vice-president with Daniel J, Edelman Associates, now the world’s largest public relations firm, and helped take Midas Muffler public.  He also worked in investor relations for Brunswick Corporation, The Wurlitzer Company and Sara Lee while at Edelman.

Mr Taggart left Edelman to return to the Southwest to open his own public relations firm.  In 1964, he directed a survey of some 4,000 security analysts to determine if there was any agreement on the most important ratios the group used in its analysis.  He received 1,472 responses. The results of that survey were to drive a professional career that covered 58 initial public offerings, more than 200 other new issues, 210 mergers and acquisitions, 3,500 analyst meetings and the direction and writing of analyst presentations and reports for such corporations as Halliburton, Hughes Tool Company, Well Point Health Networks, National Convenience Stores, Crutcher Resources Corporation. Houston Oil and Minerals and 75 other corporations in 40 different industry groups.  Much of this work was with the CFO and CEO of these clients, and he become an integral part of the planning process for more than 30 of them.

He had a number of international clients and his firm became a partner in the International Pubic Relations Group of Companies, Inc., where he served as a director and Vice-President in charge of Americas operations.

Today Mr. Taggart is president of Taggart Financial Group, Inc., and the co-author of the book Taking Your Company Public,  published by the American Management Association.  He is a Trust manager for AmREIT (AMEX:AMY) and a director for International Expert Systems. A distinguished  alumnus of the University of Tulsa, he also has been university instructor in investor relations at the University of Houston.