Our Sales Team

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

  • Keaton Powell

    TX, WY, SD, OK, NM, ND, NE, CO, KS, LA, IA, AR, MO, UT, MT, DE, ME, NH, DC, MD

  • Lucy Wolff

    FL, GA, AL, MS, SC, NC, TN, VA, KY, WV, MD, DC

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