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

Founders

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Nate Lenz

CEO, Founding Partner

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Scott Steele

Founding Partner

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Kevin McFarland

Founding Partner

Executive Management

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Courtney Haddad

Managing Director, CCO

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Casey Bates

MD, Strategy & Growth

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Steve Bielke

MD, Business Development

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Joe McQuaid

MD, Platform Solutions

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Eddy Augsten

MD, Investments

Our Team

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Neelab Naibkhyl

VP, Chief of Staff

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Nick Klein

VP, Business Development

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Scott Benson

VP, Compliance

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Javi Otero Perez

Director, Transitions

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Ashley Chaffin

Associate Director, Advisor Marketing

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George Kiesel

Associate Director, Business Development

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Lindsay Heyman

Associate Director, Advisor Solutions

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Kyle Plotzer

Analyst, Finance

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Jessica Baugher

Analyst, Integrations

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Tracie Bailey

Analyst, Operations

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Kevin Graefe

VP, Practice Synergies & Planning Solutions

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Jeremy Massullo

VP, Operations

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Katrina Wilson

VP, Compliance

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Andrew Fager

Director, Training & Development

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Marilyn Smith

Associate Director, Advisor Solutions

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Alicia Baugher

Associate Director, Advisor Solutions

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Art Barno

Associate Director, Advisor Solutions

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Lyonel Jean-Felix

Associate Director, Advisor Solutions

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Hunter Stewart

Associate, Finance

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Andrew Manna

Associate, Centralized Planning Solutions

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Joseph Godbout

Associate, Centralized Planning Solutions

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Grant McGinty

Associate, Centralized Planning Solutions

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Thais Dosal

Analyst, Investments