- About Us
- Our Team
Our Sales Team
Meet your top-performing team of fee-based solutions experts
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Jeff Grayson
RIAs: FL, AL, GA, SC
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Catherine Groves
Broker Dealer: CA
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Kyle Just
Broker Dealer: IA, IL, KS, MN, MO, NE
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Chris Meehan
RIA: IL, MN, WI
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Nate Nord
RIA: IN, KY, LA, MI, MS, TN
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Chris Porod
Broker Dealer: IN, KY, MI, NC, WI
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Joe Richardson
RIA: OH, PA, WV
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Tim Pike
RIAs: AR, KS, OK, TX
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CJ Sillman
RIAs: CT, MA, NY, ME, NH, RI, VT
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Andrew Reilly
RIAs: AK, CO, IA, MO, MT, ND, NE, NM, SD, UT
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Jared Taylor
Broker Dealer: DC, DE, MA, MD, ME, NH, RI, VA, VT
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Austin Darnell
RIA: NORTHERN CA, HI, ID, WA, WY
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Parker Boron
Broker Dealers: CT, NJ, NY
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Samantha Singer
RIA: Southern CA, AZ, NV, OR
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Derrick Muench
Broker/Dealer Firms: FL, GA, SC
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Josh VanDervort
RIAs | Broker/Dealers | BGA: Nationwide
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Logan Schneider
Broker/Dealer Firms: AR, AL, LA, MS, NM, OK, TX
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Shane Smith
RIAs: DC, MD, NC, VA, NJ, DE
We have successfully established ourselves as a differentiated product and service provider to Registered Investment Advisors (RIAs) and fee-based advisors across all 50 states.
Very knowledgeable employees with quick response times to questions, and a fast turnaround with the concierge service.
– 2016-2017 Advisor Satisfaction Survey
Join the Team
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- Our Team