Snigdha has been in the financial services industry for close to two decades. She began her career as a financial professional building a successful practice in a new market primarily through community involvement and center of influence relationships. Snigdha has a unique combination of experience and expertise as she has served in leadership roles building organizations. Her focus has always been driving strategic initiatives and partnerships between the corporate and sales partners. Among her recent accomplishments—significant acquisitions in the recruiting space, substantial growth in net new assets, and firm-wide recognition for her team’s financial planning and on boarding successes.

With nearly two decades of experience in the financial services industry, Tim leads with openness, integrity, and humility. He brings a strong sense of duty to doing what’s right for the financial professionals he works with, prioritizing meaningful relationships and taking the time to understand what is important. His background in service informs his commitment to helping others navigate life’s complexities with care and respect. His experience and holistic approach ensure that solutions provided are catered to financial advisor’s goals.

Becky drives operational excellence in partnership with the regional and territory leaders. Through leadership of and in partnership with a team of territorial support staff she strives to deliver solutions to help financial professionals cultivate compliant and best in class practices.

Erin leads a team of new business consultants and works closely with corporate partners to develop processes which enable the team to provide a high level of service to the representatives in the territory.

Rob works alongside the management team and financial representatives to create and implement initiatives designed to boost marketing, enhance branding, and drive business development at both the individual representative and regional office levels.

AJ is responsible for consulting and managing new business case design and submission. He partners with financial professionals and their teams, along with our corporate product partners, to ensure cases are submitted accurately so they can be processed on time and in alignment with product area processes.

Gina plays a crucial role in ensuring our offices operate efficiently. Working closely with the entire team, she serves as a skilled troubleshooter who addresses challenges head-on. Gina takes pride in making sure inquiries are handled promptly. With her proactive approach and attention to detail, Gina contributes to a supportive environment where client needs are prioritized.

Tracey partners with the management team to provide comprehensive support to all new financial representative candidates through the onboarding and initial marketing launch processes. This includes scheduling of exams, ordering background checks, and preparing contracting and registration paperwork.

Melville is an experienced financial services leader with a strong background in wealth management sales and a commitment to servant leadership. Skilled in managing, coaching, and mentoring teams of over 1,000 professionals, including sales coaches, financial and wealth advisors, client relationship consultants, and senior managers, both directly and indirectly. Proven success in guiding advisor teams to integrate key principles of practice management, business planning, insights discovery, advisor technology resources, and the consultative sales process into their operations. He holds an MBA and a Bachelor of Science in Business and is a proud lifetime member of the Delta Mu Delta International Honor Society in business administration and The National Society of Leadership and Success.