Advisory Board
Alli Jordan
President & COO, LibertyFi
Kimberly Beck
Head of Client Marketing Strategy, Janney Montgomery Scott
Jay Hummel
Partner & Co-Founder, Wealth Advisor Growth Network
John Phoenix
Partner & Co-Founder, Wealth Advisor Growth Network
Jesse Lewis
Strategic Account Executive, Advisor360°
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
One of the things I think our team does particularly well is test and pivot. If we’re trying something new with a client, we’re constantly watching the results. If it goes well, we’ll do more. If the performance drops, we adjust. We don’t pretend something is working when it could be better.
Lisa Graham
Co-Founder and CEO, Graham Media Partners