About us

Consultant. Recruiter. Thought leader. Coach. Trainer. Champion for personal growth and a life of congruence.

Someone who “looks at every angle from a strategic perspective.”

A legal and business background combined with over a decade of experience in the wealth advisory space.

Known for her sound advice, unique perspectives and ability to identify creative solutions.

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.”

“If you want to know something about the industry or the organization, ask Shelley.”

The happy voice and smile at the front of the house.

The “left and right brain marketer” behind the messaging and the medium.