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Our Team

Co-Founder & CEO
Co-Founder & COO
Managing Director
Senior Director
Senior Director
Senior Account Executive
Account Executive
Account Executive
Junior Account Executive
Senior Graphic Designer
Graphic Designer

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

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

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