Tell us a little bit about how you help Advisors:
I love partnering with Advisors to build the business they’ve always envisioned. I get the most satisfaction out of the strategic and consultative partnerships I have with Advisors, especially when I know it can make a difference in their businesses. And since we really focus on the client experience, I enjoy talking with Advisors about how to develop the kind of relationships with their clients that are meaningful and personal, as well as professional.

Tell us a little bit about yourself:
If I’m not working, you’ll probably find me outside. I love running and I also love competition, so I participate in races as often as I can. I have an unusual love for Christmas, French fries and board games. My husband and I are always on the quest for an adventure, and our dog Mutsy is usually right there with us. And although I live in California, I still consider myself a true Canadian.

Tell us a little bit about how you help Advisors:
I help advisors by first helping them clarify what challenges they are facing today and will face in the future. Many advisors don’t get to interact with other advisors on a regular basis, so I consider it a privilege to get to meet with hundreds of advisors and get to understand their businesses. I try to take those interactions, figure out what lessons can be learned from them, and apply them to the challenges and opportunities that the advisor and I have defined together.

Tell us a little bit about yourself:
I like watching pretty much all sports, live music and being in the sun. I especially enjoy golfing, BBQing, watching Little League baseball and country music. When I’m on vacation, you’re more likely to find me on a patio in Texas than in a tropical destination.

Tell us a little bit about how you help Advisors:
I help Advisors by first helping them clarify what challenges they are facing today and will face in the future. Many Advisors don’t get to interact with their peers on a regular basis, so I consider it a privilege to meet with hundreds of Advisors and get to understand their businesses. I try to take those interactions, figure out what lessons can be learned from them, and apply them to the challenges and opportunities that the Advisor and I have defined together.

Tell us a little bit about yourself:
I am an avid outdoor enthusiast who enjoys all the wonderful aspects of living in Colorado. I especially enjoy golfing, skiing, cycling and spending time with my wife and daughters. When I’m on vacation that doesn’t involve a mountain, you’re more likely to find me on a lake in Wisconsin or a beach in Florida.

Why do you do what you do?
I think everyone deserves comprehensive advice, not just the affluent. When I was growing up I saw my single, blue collar mother consistently get sold product rather than receive comprehensive planning which she needed for our future.

What are you passionate about?
I am passionate about teaching our common sense, yet scientific investment philosophy to advisors so they are freed up to deliver comprehensive planning to their clients. This is what drives me and my team to get up every day to make a difference.

Tell us a little bit about how you help Advisors:
Being a financial advisor for 12 years gives me the perspective to understand how difficult, and also how rewarding, our profession can be. You’re not just building client relationships that can last a lifetime, but you’re seeing those clients through major life milestones. I really love being a catalyst to help other Advisors build those kinds of long-term, meaningful relationships.

Tell us a little bit about yourself:
The most important thing to me is my family. My parents, siblings and our families are very close and we have a 30-year tradition of taking a beach trip together. My wife and I love traveling and are definitely “foodies.” We both work hard so we can spend as much time as possible experiencing new places. We also enjoy volunteering, usually working with children through some form of education.

Tell us a little bit about how you help Advisors:
I love my role as a business consultant, working with advisors in every area of their practice, from solving investment problems to sharing ways to run a more efficient practice and build stronger client relationships. It’s really gratifying to help advisors implement their vision of what they want their practice to be. One of the things I enjoy most is sharing what works for top wealth managers with other advisors. Sometimes all it takes is one really good idea to make all the difference.

Tell us a little bit about yourself:
My favorite way to get away from it all is to spend time near the Chesapeake Bay in my 1903 farmhouse with my two daughters, AnneClare and Charlotte, and my wife Katherine. I also enjoy saltwater fishing and playing water sports with my family. I am an avid reader and enjoy non-fiction books on history with a focus on world wars. I was born and raised in Richmond, VA and as much as I travel, I still find Richmond to be one of the best places in the country to enjoy life and raise a family.

Tell us a little bit about how you help Advisors:
I consult with Advisors to help provide clarity to the challenges they face today and serve as a consultant who understands their business, values and goals for the future. Our industry and the role of the Advisor are at a crossroads, and whenever there is disruption in an industry there is also opportunity. I partner with Advisors who are ready to embrace these changes by focusing on stronger relationships and delivering an exceptional client experience.

Tell us a little bit about yourself:
I love watching and participating in just about any sport, and it’s a good thing since I coach youth football, baseball and basketball. I enjoy traveling with my family, which is always an adventure. And as much as I like reading a good book and watching a movie, it doesn’t happen too often these days. My four children keep me pretty busy, and I like it that way.