Our Sales Team

Meet your top-performing team of fee-based solutions experts

  • Kyle Just

    Broker Dealer: IA, IL, KS, MN, MO, NE

  • Jared Taylor

    Broker Dealer: DC, DE, MA, MD, ME, NH, RI, VA, VT

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