Tell us a little bit about how you help Advisors:
Using a consultative approach, I seek to gain a deep understanding of advisors’ key challenges and then assess where I can add the most value in the relationship. I focus on helping Advisors enhance their clients’ portfolios, scaling their operational structure, and delivering an exceptional client experience. I enjoy using both my technical knowledge and interpersonal skills to effectively communicate and influence positive decisions with Advisors.

Tell us a little bit about yourself:
I live in San Jose with my wife, two daughters, and dog, and enjoy regularly hosting friends and family for barbeques. I played ice hockey through college,but hung up the skates a few years ago, and these days Orange theory Fitness helps keep me fit. When time allows, I always enjoy a round of golf.

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:
When I’m not working, I love to get out and spend time with my family. We like to watch sports, take in live music and spend time outdoors around a pool or river. 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.

Tell us a little bit about how you help Advisors:
I love learning from successful financial advisors, and sharing ideas that may lead to growth or efficiencies for the advisors I work with. Helping advisors with client retention, especially during difficult times, is one of the best parts of my job, since client education makes such a difference in helping investors stay on track toward their goals.

Tell us a little bit about yourself:
I live in Omaha with my wife and our three children. We love spending time outdoors and playing many different sports, especially sand volleyball — I have played for 20 years. I also enjoy traveling, and I lived and studied abroad in Australia.

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:
As a consultant, I look to assist Advisors open to new ideas and interested in growing their practice. At Loring Ward, I am privileged to collaborate and exchange ideas with some of the best advisors in the business. I enjoy helping them identify and clarify the challenges they face. Loring Ward provides me with a deep bench of resources, support and services to help Advisors realize these challenges and achieve the success they desire.

Tell us a little bit about yourself:
Living in the ocean state it’s natural that my wife and children are all avid sailors. Weekends in summer are spent aboard our boat sailing the bays and islands of New England. Come winter, we enjoy the ski slopes of Vermont and the many activities the North Country offers. My wife and I remain involved in several charitable organizations and continue to find it is some of the most rewarding work we do.

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.

Tell us a little bit about how you help Advisors:
There’s so much noise in our industry today it’s important advisors have a partner they can trust to help them see the forest through the trees. I enjoy working in a consultative role to help advisors build scale and efficiency in their businesses so they can spend more time on what matters most to them. It’s very rewarding to help financial advisors execute their vision for success while also helping to enhance the experience their clients receive.

Tell us a little bit about yourself:
I’m a Chicago sports fan with special attention paid to the north siders. I also enjoy playing golf and tennis in my free time. We enjoy traveling as a family, often to a sunny beach in Mexico during cold Midwest winters.