A hands-on, experienced
team serving advisors
and their clients

Founders

Headshots-April-Color-Corrected-12_Nate-Lenz

Nate Lenz

CEO, Founding Partner

Scott S

Scott Steele

Founding Partner, M&A

Kevin M

Kevin McFarland

Founding Partner, Human Capital

Executive Management

Courtney

Courtney Haddad

Chief Compliance Officer

Bo Ellison - 401k

Bo Ellison, CPA

Managing Director, Chief Financial Officer

Casey

Casey Bates

Managing Director, Strategy and Growth

Joe M

Joe McQuaid

Chief Operations Officer

Eddy

Eddy Augsten

Managing Director, Investment Platform

Joe Mooney

Joe Mooney

Managing Director, Head of Business Development

Headshots-April-Color-Corrected-09_David-Montgomery

David Montgomery

Managing Director, Retirement Plan Services

leah

Leah Bennett

Chief Investment Strategist

Headshots-April-Color-Corrected-16-Liz-Lenz-2

Liz Lenz

Managing Director, Practice Synergies & Enterprise Consulting

Neelab

Neelab Naibkhyl

VP, Marketing & Communications

Jeremy Massullo

Jeremy Massullo

Managing Director, Operations

Ashley C

Ashley Chaffin

Chief of Staff

Business Development

Steve

Steve Bielke

Business Development Officer, Central

Nick

Nick Klein

Business Development Officer, Southeast

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Tom Pistole

Business Development Officer, Southwest

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Mark Rossi

Business Development Officer, Northwest

Tim Bailey

Tim Bailey

Regional Director, Business Development

Our Team

Scott B

Scott Benson

Senior VP, Compliance

Katrina

Katrina Wilson

VP, Compliance Officer

Headshots-April-Color-Corrected-08_Matthew-Unger

Matthew Unger, CFP, CLTC

VP, Centralized Wealth Advisory Services

Brian H

Brian Heimowitz

VP, Alternative Investments

Headshots-April-Color-Corrected-01_Kerry-McDermott

Kerry McDermott

VP, Program Development, Strategy, & Growth

Nick Van Horn

Nick Van Horn

VP, Practice Synergies

Jon Leeks - 401K

Jonathan Leeks

VP, Investment Analytics

Lindsay

Lindsay Heyman

VP, Onboarding

Aaron

Aaron Prida

Senior Director, Operational Efficiency

Marilyn

Marilyn Smith

Senior Director, Base Camp Operations

Andrew Farrell

Andrew Farrell

Director, Retirement Plan Services

Art

Art Barno

Director, Practice Synergies

Midha-Shikha-Edit-2

Shikha Midha

Director, Centralized Wealth Advisory Services

Headshots-April-Color-Corrected-15-Stacey-Mullin-2

Stacey Mullin

Director, Compliance

Tom Flood

Tom Flood

Associate Director, Base Camp Operations

Morgan

Morgan Buckridge

Associate Director, Base Camp Operations

Headshots-April-Color-Corrected-04_Shaniya-Brown

Shaniya Brown

Associate Director, Base Camp Operations

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Brandy Lancaster

Associate Director, Onboarding

Headshots-April-Color-Corrected-06_Romain-Dawkins

Romain Dawkins 

Associate Director, Human Capital

Headshots-April-Color-Corrected-10_April-Sheldon

April Sheldon

Associate Director, Compliance

Concurrent_Adnan_Siddiqui_1x1_2

Adnan Siddiqui

Associate Director, Technology

Josh

Josh Don

Associate Director, Base Camp Operations

Headshots-April-Color-Corrected-03_Hunter-Stewart

Hunter Stewart

Associate Director, Finance

Danielle-Goff-Headshot-cropped

Danielle Goff

Associate Director, Central Operations

daniel froning

Daniel Froning

Associate Director, Centralized Wealth Advisory Services

Headshots-April-Color-Corrected-14_Matthew-Menkhaus

Matthew Menkhaus

Associate Director, Investment Consultant

Thais

Thais Dosal

Associate Director, Investment Coordinator

Headshots-April-Color-Corrected-02_Alyssa-Acosta

Alyssa Acosta

Associate Director, Base Camp Operations

Jennifer-Root-Temp-Headshot-2025

Jennifer Root

Associate, Finance

Headshots-April-Color-Corrected-05_Pratham-Baldawa

Pratham Baldawa

Associate, Technology

Caitlyn Feenaughty

Caitlyn Feenaughty

Associate, Office & Event Coordinator

Hannah Rao

Hannah Rao

Associate, Billing

Brooke Bucher (1) (1)

Brooke Bucher 

Associate, Onboarding

Headshots-April-Color-Corrected-13_Amanda-Scott

Amanda Scott

Associate, Marketing Graphic Designer

Tiahna Lilavois

Tiahna Lilavois

Associate, Client Service Associate

Headshot_Del-Angel-Ronald_2025-1

Ronald Del Angel

Technology Support Specialist