Teams at Wisepath Financial Group

Develop and maintain long-term client relationships, deliver comprehensive financial planning (retirement, wealth accumulation, protection, estate, business planning), identify planning opportunities, build referral networks and centers of influence, leverage CRM and planning technology, and mentor/build teams while pursuing leadership and succession planning.

Build and grow a client-focused advisory practice: manage long-term client relationships, conduct comprehensive financial reviews, deliver personalized planning, pursue business development and referrals, mentor developing advisors, and participate in leadership and succession planning while leveraging firm marketing and support resources.

Lead and grow a national retirement planning division serving federal, state, and public employees. Maintain an active advisory practice, conduct retirement consultations, convert prospects, provide case design and planning guidance, mentor and onboard advisors, and support strategic growth and platform development.