Experience

Wealth Advisor Growth Network

• United States
• Financial Services
• 1 - 100 Employee

• Partner and Co-Founder

  • Sep 2019 - Present

  Kansas City, Missouri Area WAGN was built by a team with more than 45 years of experience in wealth management. It has helped hundreds of firms across the country and some of the largest RIAs, aggregators, and asset managers accelerate their growth. Its mission is to help build the best-run firms in the industry, deliver faster growth to those firms, and deliver more value to their clients.



AiK2 Insurance Services

• United States
• Insurance
• 1 - 100 Employee

• CEO

  • May 2021 - Present

  Kansas City, Missouri  AiK2 Insurance Services offers business insurance exclusively for RIAs. Our simplified process has transformed the industry, making it easier than ever before to understand risk, review real-time solutions, and buy and manage policies in one place – ensuring complete, continuous, and cost-effective coverage. With combined expertise in wealth management, insurance, and technology, we can act as an exclusive broker to consolidate carriers, streamline billing, and protect an advisor’s most… Show more  AiK2 Insurance Services offers business insurance exclusively for RIAs. Our simplified process has transformed the industry, making it easier than ever before to understand risk, review real-time solutions, and buy and manage policies in one place – ensuring complete, continuous, and cost-effective coverage. With combined expertise in wealth management, insurance, and technology, we can act as an exclusive broker to consolidate carriers, streamline billing, and protect an advisor’s most valuable asset – their firm. Show less



Compass CFO Solutions, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Board Member

  • Aug 2019 - Apr 2021

  Greater New York City Area



3i Partners LLC

• President

  • Feb 2019 - Sep 2019

  Kansas City, Missouri Area I founded 3i Partners as a management consulting firm with the goal of helping financial services firms deal with the rapidly evolving competitive trends of the industry. We help clients with short and long-term strategic planning, especially focused on operational efficiency, distribution/growth and talent development.



American Century Investments

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President - Head of Personal Financial Solutions Business

  • Sep 2016 - Jan 2019

  Kansas City, Missouri



Envestnet, Inc

• United States
• Financial Services
• 700 & Above Employee

• Managing Director - Strategic Initiatives and Thought Leadership

  • Mar 2016 - Aug 2016

• Senior Vice President, Advisory Services

  • Jan 2014 - Mar 2016



Lenox Wealth Management

• President and Chief Operating Officer

  • Feb 2010 - Dec 2013



Ward

• United States
• Insurance
• 1 - 100 Employee

• Manager

  • Oct 2006 - Jan 2010



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Accountant

  • Mar 2001 - Oct 2006