The People Behind the Work That Helps Advisors Build Their Legacy.

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.

Nick 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.

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.

Todd 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.

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.

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.

Dawn is a member of the executive leadership team and Senior Coach.  She divides her time among three core areas: coaching and consulting with clients to help them reach their goals, leading and managing our executive leadership team, and developing the next generation of professionals in our industry. 

Dave is an experienced financial advisor and Executive Coach.  He works one-on-one with advisors to help them develop leadership skills, cultivate business strategy, and meet personal objectives.

Eric is an experienced financial advisor and Executive Coach.  He works one-on-one with advisors to help them develop leadership skills, cultivate business strategy, and meet personal objectives.

As an experienced financial advisor and Executive Coach, Brett works one-on-one with advisors to help them develop leadership skills, cultivate business strategy, and meet personal objectives.

Brandon is a lead coach and helps practices build, live and leave a legacy. This is done by focusing largely on coaching in the areas of operation efficiencies, systems and processes, roles and responsibilities, leadership coaching and people development coaching.

Brogan is a lead coach and works with practice support staff on individual goals, navigate challenges, and provide coaching tailored to their growth. She also works closely with practice leaders to enhance internal operations, streamline processes, and drive overall efficiency across the business.

Baizley is an associate coach who supports other coaches on her team with client meetings, provides one-on-one and team coaching with clients, and follows up on action items from those sessions. She also collaborates closely with colleagues to ensure we’re providing the best possible support to our clients.

Roy is an associate coach who supports other coaches on his team with client meetings, provides one-on-one and team coaching with clients, and follows up on action items from those sessions. He also collaborates closely with colleagues to ensure we’re providing the best possible support to our clients.

Molly is an associate coach who supports other coaches on her team with client meetings, provides one-on-one and team coaching with clients, and follows up on action items from those sessions. She also collaborates closely with colleagues to ensure we’re providing the best possible support to our clients.

Nick is an associate coach who supports other coaches on his team with client meetings, provides one-on-one and team coaching with clients, and follows up on action items from those sessions. He also collaborates closely with colleagues to ensure we’re providing the best possible support to our clients.

Travis 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.

Alan is a CPA and has 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.

Sierra is a valuations analyst responsible for analyzing financial data and market information to determine the value of a practice. Her role collaborates closely with out our Legacy Solutions Sales Coaches to ensure clients are informed and supported during their valuation process.

Marie 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.

Kim is an operations coordinator and supports the day-to-day execution of business processes by coordinating schedules, managing administrative tasks, and ensuring operational efficiency across teams. She serves as a key liaison between departments, helping keep projects organized and on schedule.