Tony began his career as an advisor in 1989. He later transitioned to the coaching role and has helped over two hundred practices achieve their goals. He specializes in succession planning for both internal and external transitions.

Steve became an advisor coach in 2005 after several years as the business manager for one of the country’s largest financial advisory practices. He works with independent advisors and RIAs to help them scale their business models.

Nick Tucker works with advisors in the transition process by helping them design an ideal client hand-off. Nick has been in the financial services industry for more than twenty years and is an expert at building systems that lead to success.

Todd Doherty is an M&A Expert with a special focus on growing practice value. He helps advisors through all aspects of succession and transition planning. Having owned businesses himself, he is able to help advisors make solid decisions.

Alan Salomon is a CPA and owned his own public accounting firm for 14 years. He specializes in appraising businesses for buy/sell agreements, estate tax, divorces, business start-ups, and shareholder/owner disputes.

Ben works closely with industry partners and our internal experts to develop, deliver, and manage our services and team. By staying in tune with the advisor market, Ben ensures that we are meeting the needs of advisors no matter where they are in their journey.

John Sullivan helps practices develop long-term internal and external succession plans. He facilitates the interview process for potential successors and helps to develop communication plans for the transition period.

Shennandoah Connor works closely with all team members to ensure a quality customer experience while driving growth for the firm. She also leads and manages our strategic partnerships with our Broker Dealer firms, lenders, and other industry partners.

MaryAnn manages all HR, legal, and financial elements of the company. She works closely with our team, clients, and partners to develop sound contracts, address client needs, and to ensure we create and deliver a rewarding employee experience.

Travis Liedke works with our valuations team to gather, analyze, and deliver valuation results to advisors. With over 8 years of experience in the financial advisory industry, Travis understands the needs of advisors and expertly guides them on what they can do to improve practice value.

Paige works closely with advisors to identify their staffing needs and goals and uses that information to draft targeted recruiting strategy designed to bring the best and brightest candidates to the practice.

Marie Tysick ensures that our Advisor Legacy clients have a seamless experience. She coordinates the sales process from start to finish, working with the seller and prospective buyers in addition to our team.

Nathan Morrison works with our valuations team to gather, analyze, and deliver valuation results to advisors.

As the Human Resources Generalist, Gianna plays an essential role in fostering positive employee relations, ensuring compliance, and supporting overall organizational development. With a broad skill set and deep understanding of HR practices, Gianna helps create a positive and productive work environment.