Experience Matters.

Who We Are

Our team of experts have sat in your seat. We understand the opportunities and challenges in front of you. Our expertise and approach differentiate us from traditional management consulting firms – we’re a creative team of first-movers, doers, and problem-solvers with a deep bench of industry experience you can’t find anywhere else.

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Brian Burnham
Brian Burnham
Senior Consultant
All Teams
Bank Trust / Family Office
Brooks Lloyd
Brooks Lloyd
Manager
All Teams
Wealth
Bryce Carter
Bryce Carter
Head of Client Engagement
All Teams
Bank Trust / Family Office
Chris Zappia
Chris Zappia
Consultant
All Teams
Wealth
Craig French
Craig French
Senior Project Manager
All Teams
Bank Trust / Family Office
Curt Tetzlaff
Curt Tetzlaff
Manager
All Teams
Wealth
Dave Malone
Dave Malone
Executive in Residence
Executive in Residence
Douglas Schappi
Douglas Schappi
Workflow Technology Director
All Teams
Bank Trust / Family Office
James Arnold
James Arnold
Consultant
All Teams
Wealth
Jaron Rhoda
Jaron Rhoda
Copywriter
All Teams
Wealth
Jay Halbert
Jay Halbert
Chief Financial Officer
All Teams
Leadership
Corporate
Jen Fox
Jen Fox
Executive in Residence
Executive in Residence
Joe Nadreau
Joe Nadreau
Executive in Residence
Executive in Residence
John Sjosten
John Sjosten
Senior Project Manager
All Teams
Bank Trust / Family Office
Liz Fritz
Liz Fritz
Co-Founder
All Teams
Corporate
Margie Christensen
Margie Christensen
Managing Director
All Teams
Bank Trust / Family Office
Megan Davison
Megan Davison
Manager
All Teams
Wealth
Michael Bartoshevich
Michael Bartoshevich
Senior Consultant
All Teams
Bank Trust / Family Office
Michael G. Perez
Michael G. Perez
Managing Director
All Teams
Bank Trust / Family Office
Michelle Vine
Michelle Vine
Manager
All Teams
Bank Trust / Family Office
Mike Hodan
Mike Hodan
Senior Technical Analyst
All Teams
Bank Trust / Family Office
Mireille Timothee
Mireille Timothee
Strategic Process Analyst
All Teams
Bank Trust / Family Office
Norma Canales
Norma Canales
Recruiting Director
All Teams
Bank Trust / Family Office
Paige Dockens
Paige Dockens
Recruiter
All Teams
Bank Trust / Family Office
Ryan Beach
Ryan Beach
CEO
All Teams
Leadership
Corporate
Scott Lamont
Scott Lamont
Senior Managing Director, Head of Bank Trust
All Teams
Leadership
Bank Trust / Family Office
Sila Jamalludin
Sila Jamalludin
Senior Business Process Analyst
All Teams
Bank Trust / Family Office
Tim Buhler
Tim Buhler
Executive Vice President
All Teams
Bank Trust / Family Office
TJ Grant
TJ Grant
Consultant
All Teams
Wealth
Trasha Schwendener
Trasha Schwendener
Managing Director
All Teams
Bank Trust / Family Office

Consultants

Executives in Residence

Our Executives in Residence program enables some of the top minds and executives in the industry to share their perspectives during career transitions or retirement.

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Our Locations

Our team of WealthTech executives are strategically located across the U.S. and U.K. to provide our clients with customized knowledge and deep industry expertise.

Map of US and UK