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.

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.

Vicki Walton 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.

Jill Doherty provides support to our team with Business Valuation review scheduling and follow up, various other M&A services, and in response to related inquiries. She contributes a high level of service through her interactions with advisory practices as well as behind the scenes.

Shana Anderson is a business analyst who develops behind-the-scenes technology for the Advisor Legacy team. Each year she analyzes the results of valuations performed to publish insights and trends impacting our industry.