Experience

Wealth Advisor Growth Network

• United States
• Financial Services
• 1 - 100 Employee

• Partner and Co-Founder

  • Sep 2019 - Present

  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. 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

• President

  • May 2021 - Present

  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.



Envestnet, Inc

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, Advisory Services

  • Sep 2016 - Sep 2019



Envestnet, Inc

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President

  • 2010 - 2016



Metamorphosis Money Management

• CEO & President

  • 2006 - Jan 2011



Alexander Capital Management Group

• Managing Director

  • 2001 - 2006



Putnam Investments

• RMD

  • 1994 - 2001



Kemper Financial

• Regional Vice President

  • 1991 - 1994