Jeff leads his offices with over 20 years of experience in financial services. His team focuses on the culture of heartfelt relationships and helping people set and achieve their financial goals.

Amber 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.

Tim 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.

Jared partners with the management team and representatives to implement strategies to expand their marketing, branding, and business development efforts at both the representative and regional office level.

Conor facilitates the design and submission of new business cases. Collaborating with financial professionals and their teams, as well as corporate product partners, he reviews submissions to ensure they meet all necessary criteria. Conor’s attention to detail helps maintain a smooth workflow, benefiting both financial professionals and internal stakeholders.

Jennifer 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.

Dawn assists the management team with their supervisory and regulatory responsibilities. She is crucial to maintaining the integrity of the firm by ensuring activities comply with regulatory requirements, laws, and firm policies.

Stacy 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. Stacy takes pride in making sure inquiries are handled promptly. With her proactive approach and attention to detail, Stacy contributes to a supportive environment where client needs are prioritized.

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.