We have a common goal:
To support your practice and execute growth strategies to drive your bottom line revenue.
Below is our team, here to support you in all aspects of supporting and growing your business.
President | CEO | Managing Partner
Wine, golf, and bourbon.
My role is to oversee our team while helping develop an individualized system for every advisor. Our formula for success, is to identify inefficient activities so you can focus on growing your revenue, freeing up time to enjoy what you like most in life.
Relationship Advisor | Senior Partner
Watching movies and listening to good music.
My role is to pair your skills and drive to solve the most important business and practice challenges. My passion is to sit down with each advisor to assist and develop a strategy designed to [Simplify your practice] achieve success.
Relationship Advisor | Senior Partner
Golf, beach, fishing, and biking.
My role is to coach and assist advisors by identifying weaknesses in their practice so we can focus in on their vision to fulfill personal and business goals. We simplify your practice to solve your most important financial dreams.
Relationship Advisor | Senior Partner
Golfing and fishing.
My role is understanding where you are today, so I can provide resources and structure to achieve what’s important to you. With these resources, we can formulate a game plan by tracking monetary patterns and connecting the dots between firm resources, practice support and technology, to plan for your future.
Relationship Advisor | Senior Partner
Bourbon tasting.
My role is to help focus on your top three priorities so you can delegate tasks to improve your practice deficiency. I sit down with each advisor to develop and execute a strategy built for success.
Relationship Advisor | Senior Partner
Golfing.
I am excited to assist advisors who are interested in working with business owners. I am passionate about coaching advisors and business owners on how to recruit, retain, and reward key employees within an organization.
Relationship Advisor | Partner
Bourbon tasting, spending time with his kids.
My role is to identify opportunities within an advisors practice to take them to the next level.
With the goal of coaching the advisor, they spend more time helping clients walk through a lifetime financial journey.
Relationship Advisor | Partner
Golfing, fishing, and basketball.
I work with next generation advisors in finalizing financial independence to achieve clients goals. My role is geared towards assisting you in growing a team focused on individuals and small businesses.
Advisor Relations
Director of Financial Planning
Working his butt off.
Let’s face it — We live in uncertain economic times. Each day, our clients face challenges in managing our finances — inflation, taxes, debt, changing interest rates and stock market swings. These effects can be unsettling. By working with our financial planning department you will have access to ideas and solutions to help you create customized, comprehensive financial strategies that empower you to assist your clients to take control of their financial security.
Para-Planner
Boxing and playing with his dog.
Let’s face it — as Maurice said “we live in uncertain economic times”. Each day, I help your clients face the challenges of managing their finances. I specialize in building and preparing financial reports. I can also help with communicating to you and your clients on a regular basis to provide support.
Senior Director of Wealth Management
Golfing and fishing.
Wealth Management can be complex, but I get excited about making it simple for our advisors. With thousands of investment offerings out there, let’s work together to build portfolios to meet your clients needs. Now you can simplify your practice so you can focus on adding new clients and driving additional revenue.
Comptroller
Reading about the Bronze Age, gardening, using his Green Egg to cook things.
Managing your business financial can be time consuming. My role is to ensure that I can provide you with timely payments and accurate records to assist you in running your business.
Take numbers on pieces of paper, rearrange them and put them on different pieces of paper: Tax Accountant
Annuity Specialist
Playing gigs with his band.
So much time, so little to do…how can you ever figure out what all the different retirement income strategies are for your clients when it comes to annuities? My role is to help you sift through all the different options to find a solution that best fits your clients needs.
Income Replacement Specialist
Traveling and golfing.
Disabled? Me? Never! Thats what most people say but I am here to tell yah that is not true. My role is to help you review the clients current disability policies to ensure they have the best income replacement options available.
Business Development
Chief of Administration
Go out with her family, traveling when possible.
Each day people face challenges and sometimes you have no one else to ask, but I’m here to solve all of those issues for you and your team. The only constant is change and sometimes these changes are not clear, so I work hand-in-hand with you to make sure your business runs smoothly. My mission is to ensure you have everything you need to make your practice successful.
Creative Brand Director
Sunsets
Your brand is YOU! Yes, you! I’m tellin’ yah, you’re not JUST a logo, a website or business card. You are the overall experience. The essence you leave behind, becomes your trademark. My role is to make you that much more memorable. It is time to make you the hero, let’s build your brand today!
Chief Experience Officer
Spending time with family.
I AM the office(s) connector. Let me assist in connecting you to all of our resources. I also answer the phone as needed while completing administrative tasks with a smile.
Director of Creative Services
Traveling, going to the beach and ocean life!
Pictures are worth 1,000 words, but how many words is a video worth? Let’s work together to take your business to the next level with media, video, and photography. My role is to help promote your business, and translate your creative ideas into maximizing your business visibility.
Director of Firm Growth
Coaching Basketball
My role is to hire, strengthen and build our company by developing new hiring strategies for recruits. I network with professionals to place exceptional talent within all our offices.
Compliance
COO | Supervisory Officer
Exercise, fishing, and enjoying the outdoors.
Does your firm have a sales prevention department? My belief is NO is the first two letters of Not-yet. We always want to find a way to say YES. As a former advisor I’m in your corner. I get it, compliance is tough, I’m here to eliminate those distractions to simplify your practice.
Supervisory Officer (Compliance)
Boating, paddling, or anything on the water.
My role is to ease your frustrations of a typical sales prevention department. We eliminate those distractions to simplify your practice.
Supervisory Officer (Compliance)
Hanging by the pool.
My role is to support you in upholding all SEC and regulatory directives. In addition, working with the marketing department, we support all social media campaigns, seminars and events by ensuring compliance.
Supervisory Assistant
Playing with her dog, creating art.
I’m the go to person for the supervisory team. We partner with you to keep your practice compliant with all regulatory bodies.
Digital Practice Enhancement
Senior New Business Coordinator
Antique shopping.
When the client says “YES”, I take over from e-signature to e-delivery. My role is to simplify your clients experience in applying for new business.
New Business Coordinator
Family gatherings and traveling to visit her sister.
Ditto. Yep, what Donna said!
Director of Practice Development
Watching Michigan State Football.
My role is to assist you in building out your digital client experience so you can maximize your teams efficiencies. I provide instruction to simplify your practice so you can enjoy life. #A360Rocks.
Sr. Tech Admin
Playing video games and basketball.
To geek, or not to geek, that is the question. Whether you are technology oriented or not, I am your tech guy! We solve all your problems whether its phones, computers, printers,… better said all technology you can imagine. I am a simple text message, phone call or email away.
Jr. Tech Admin
Computer games and fishing.
Any”tech” Nick can do, I can do better!
Project Manager
Spending time at the beach.
My role is to tackle the to do-list, with the resources available to finalize your to-done list. I assist you in making your practice more efficient, so you can spend more time on what you do best…meet with clients.
