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Brian Fowler
Brian understands the financial services industry inside and out and excels at organizational development and design. If you’re looking for someone who is a powerhouse of industry knowledge, knows how to build and run a business, and has a wide range of experience dealing with generational wealth and managing investments, it’s Brian.
Bob Lloyd
Few people understand financial services reporting, technology, and operations like Bob. He is one of the smartest, most thoughtful people you’ll meet. On top of this, he’s a thorough organizational leader and knows how to run a team, a department, and a business. Bob is your call if you’re curious about a few, some, or all of the details.
Lauren Carpenter
Lauren built her career working directly with advisors to create successful business models. In an ever-changing business environment, Lauren is purposeful and agile. She has spent years working on process improvement and built systems to make those improvements a reality. Her care for those around her and desire to help them grow makes her the key player every team needs.
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Gussie Parks
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