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

Founders

Nate (1)

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 & Growth

Steve

Steve Bielke

Managing Director, Business Development

Joe M

Joe McQuaid

Managing Director, Base Camp Operations

Eddy

Eddy Augsten

Managing Director, Investment Platform

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Joe Mooney

Managing Director, Advisor Engagement and Enterprise Development

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Anthony David

Managing Director, Private Wealth

Liz Lenz

Liz Lenz

Strategic Advisor, Practice Management

Neelab

Neelab Naibkhyl

VP, Marketing & Communications

Jeremy Massullo

Jeremy Massullo

VP, Base Camp Operations

Ashley C

Ashley Chaffin

Chief of Staff, Advisor Marketing

Our Team

Nick

Nick Klein

VP, Business Development

Scott B

Scott Benson

VP, Compliance Officer

Katrina

Katrina Wilson

VP, Compliance Officer

Danny

Danny Miller

VP, Compliance Officer

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Matthew Unger

VP, Head of Centralized Wealth Advisory Services

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Kerry McDermott

VP, Program Development, Strategy, & Growth

Nick Van Horn

Nick Van Horn

VP, Practice Consultant

Ashley S

Ashley Stoker

Associate VP, Practice Synergies

Andrew Fager

Andrew Fager

Director, Training & Development

Aaron Prida

Aaron Prida

Director, Base Camp Technology Procedures

Andrew Farrell

Andrew Farrell

Director, Retirement Plan Services

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Tim Bailey

Regional Director, Business Development

Lindsay

Lindsay Heyman

Director, Base Camp Operations

Marilyn

Marilyn Smith

Associate Director, Base Camp Operations

Art

Art Barno

Associate Director, Advisor Engagement

Tom Flood

Tom Flood

Associate Director, Base Camp Operations

Morgan

Morgan Buckridge

Associate Director, Base Camp Operations

Shaniya.Brown Headshot 2023

Shaniya Brown

Associate Director, Base Camp Operations

Hunter

Hunter Stewart

Associate, Finance

Pratham

Pratham Baldawa

Associate, Growth & Advisor Engagement

daniel froning

Daniel Froning

Associate, Centralized Wealth Advisory

Josh

Josh Don

Associate, Base Camp Operations

Tiahna Lilavois

Tiahna Lilavois

Associate, Client Service Associate

Caitlyn Feenaughty

Caitlyn Feenaughty

Associate, Office & Event Coordinator

Thais

Thais Dosal

Analyst, Investments Assistant

Matthew Menkhaus Headshot[18]

Matthew Menkhaus

Investment Consultant

Hannah Rao

Hannah Rao

Billing Associate, Finance