Our Team
Andy Grillo, FMVA
Bevin Crodian, PhD
Bevin Crodian, PhD
Andy Grillo has 35 years of financial services experience, has served as a Financial Advisor, Branch Manager, Complex Branch Manager, and Regional Director. During his career, he has proven his ability to run branch offices and grow revenues. As a top quintile performer in multiple categories, his skills are most notable in advisor recrui
Andy Grillo has 35 years of financial services experience, has served as a Financial Advisor, Branch Manager, Complex Branch Manager, and Regional Director. During his career, he has proven his ability to run branch offices and grow revenues. As a top quintile performer in multiple categories, his skills are most notable in advisor recruiting, business development, team management, and business systems implementation.
Bevin Crodian, PhD
Bevin Crodian, PhD
Bevin Crodian, PhD
Bevin Crodian, PHD CEO of FiNcastle Consulting, has over 35 years of experience in the wealth management industry. Founder and former CEO of Archer Investment Solutions, Archer under Mr. Crodian’s leadership conceived and built revolutionary advanced technology systems now serving major financial industry brands institutional, and private
Bevin Crodian, PHD CEO of FiNcastle Consulting, has over 35 years of experience in the wealth management industry. Founder and former CEO of Archer Investment Solutions, Archer under Mr. Crodian’s leadership conceived and built revolutionary advanced technology systems now serving major financial industry brands institutional, and private wealth businesses. Bevin’s consultation is frequently sought by Wealth Management firms when advancing technological disruptive ideas.
Andrew Fox
Bevin Crodian, PhD
Andy Fox brings over 25 years of design and technology expertise managing global software product development teams and led client relationships with Fortune Global 500 companies delivering client-facing solutions across many industries including marketing, telecommunications, spend management, financial, supply chain, automotive and health care.
Grant Hicks, CIM
Grant Hicks is a leading practice management expert where he provides innovative coaching and consulting services to elite financial advisors in Canada and the United States. Grant has helped financial advisor clients manage over $5 billion in assets and generate over $50 million in annual revenues. His expertise encompasses key practice
Grant Hicks is a leading practice management expert where he provides innovative coaching and consulting services to elite financial advisors in Canada and the United States. Grant has helped financial advisor clients manage over $5 billion in assets and generate over $50 million in annual revenues. His expertise encompasses key practice management processes and performance indicators, particularly in business succession and retirement planning.
Jeff Thorsteinson
Jeff Thorsteinson
With over 30 years of experience, our Practice Management and Systems Expert boosts revenue, profitability, and client satisfaction for independent advisors. As Head of Practice Management at Agora Dealer Services Corp, they co-developed a technology platform that earned Agora the WP 5-STAR Wealth Tech Provider award in 2021. A recognized
With over 30 years of experience, our Practice Management and Systems Expert boosts revenue, profitability, and client satisfaction for independent advisors. As Head of Practice Management at Agora Dealer Services Corp, they co-developed a technology platform that earned Agora the WP 5-STAR Wealth Tech Provider award in 2021. A recognized speaker, he specializes in digitization and practice management solutions, delivering countless workshops.
Neal Scott
Jeff Thorsteinson
A seasoned Financial Services Executive, I have led organizations in all aspects of wealth and asset management. As President and COO at EG Frances, and Sr. Vice President & Partner at Emanuel and Co., I supervised sales and trading of various bonds and investment funds, and launched an alternative investments banking division. At Euro Pa
A seasoned Financial Services Executive, I have led organizations in all aspects of wealth and asset management. As President and COO at EG Frances, and Sr. Vice President & Partner at Emanuel and Co., I supervised sales and trading of various bonds and investment funds, and launched an alternative investments banking division. At Euro Pacific Capital, I partnered with Peter Schiff to open a NY office specializing in alternative investments and private equity.