Our Team

Lisa Graham

Co-Founder & CEO

Steve Graham

Co-Founder & COO

Allyson Vento

Managing Director

Jim Dougherty

Senior Director

Krista Corrao

Senior Director

Rachel Colello

Senior Director

Sydney Eller

Senior Account Executive

Piper Byrne

Account Executive

Carly Gerace

Account Executive

David Murrell

Senior Content Strategist

Addison Ingraham

Senior Graphic Designer

Gabrielle Theissen

Senior Graphic Designer

Kevin Caffrey

Junior Account Executive

Kyra Maguire

Intern

Elle Young

Intern

Advisory Board

Alli Jordan

President & COO, LibertyFi

Linda Pix

Co-Founder & Chief Relationship Officer, Integrated Advisors Network

Dave Campbell

Executive Vice President & Chief Administrative Officer, Meridian Bank

John Phoenix

Partner & Co-Founder, Wealth Advisor Growth Network

Phil Buchanan

Executive Chairman, Cannon Financial Institute

Chad Byers

Founder and Managing Partner, The Symmetrical Group

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