Our Business Development Team
This team is tasked with working alongside Financial Advisors – helping them take their fee-based business to a new level. Our solution-based investment strategies are thought leading and easy to position with clients. Our business development team educates Advisors on our various strategies and concepts while teaching them how they can effectively integrate Liberty One strategies into their day-to-day practice. Many Financial Advisors leverage the Liberty One team for on-going client case review, sales coaching, and business consulting. Our team is ready to meet with you, co-host a regional/OSJ training event, host a client seminar, or work alongside you on specific client cases. Contact us to get connected with a member of our Business Development Team
Our Business Integration Team
This team is tasked with running the day-to-day operations of Liberty One and is focused on expanding Liberty One’s footprint throughout the financial service industry. Compliance, operations, marketing, strategy analytics, and various administrative responsibilities are divided among members of this team. The Business Integration team places an intense focus on developing relationships with various broker-dealers, Independent RIA firms, third-party asset management platforms, and trust departments – paving a path for various platforms within these relationships to leverage the power of Liberty One strategies.
Additional Investment Committee Members