Advisory Board

Alli Jordan
President & COO, LibertyFi

Kimberly Beck
Head of Marketing, North America, FNZ

Jay Hummel
Partner & Co-Founder, Wealth Advisor Growth Network

John Phoenix
Partner & Co-Founder, Wealth Advisor Growth Network

Jesse Lewis
SVP, Client Engagements & Partnerships, UPTIQ

Phil Buchanan
Executive Chairman, Cannon Financial Institute

Chad Byers
Founder and Managing Partner, The Symmetrical Group

Jesse Lewis
SVP, Client Engagements & Partnerships, UPTIQ

Phil Buchanan
Executive Chairman, Cannon Financial Institute

Just about all of us have both in-house and agency experience. Now we’re at Graham because we want to be. We don’t just treat our clients well; we treat each other well too.
Natalie McManus
Vice President, Graham Media Partners