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.

A unique vantage point that benefits the advisors he counsels—with a combination of knowledge and empathy that few can claim.

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

Detailed-oriented and organizationally-driven—plus great taste, too!

A natural quiet energy—always at the ready to be a team player or to lead the way.