Consultant. Recruiter. Thought leader. Coach. Trainer. Champion for personal growth and a life of congruence.
Chief Operating Officer and General Counsel
A legal and business background combined with over a decade of experience in the wealth advisory space.
Vice President, Senior Consultant
A unique vantage point that benefits the advisors he counsels—with a combination of knowledge and empathy that few can claim.
Senior Vice President
Known for her sound advice, unique perspectives and ability to identify creative solutions.
Manager, Senior Consultant
Transparent communication skills and a personal commitment to understanding the needs and goals of advisors.
A straightforward and transparent approach grounded in an extensive knowledge of the industry and focused on helping advisors achieve their goals.
Honest and authentic with extensive industry knowledge and a unique ability to listen and respond as a fiduciary.
Experienced recruiter, counselor, relationship-builder and guide to the landscape with an advisor’s best interest at heart.
Super-organized. Well-informed. A natural synthesizer.
A former Navy Deep Sea Diver who approaches every advisor and business he works with as a “unique mission.”
Director of Office Operations
“If you want to know something about the industry or the organization, ask Shelley.”
Director of Marketing
The “left and right brain marketer” behind the messaging and the medium.
Social/Digital Media Manager
A natural quiet energy—always at the ready to be a team player or to lead the way.
Sales and Marketing Coordinator
An adaptable perfectionist who understands the importance of conveying the right message.