About Team Edge Consulting
My Background
My Background
My Background
With over 25 years in the financial services industry, I have built a career dedicated to helping Wealth Advisory firms and teams excel. My experience as a Financial Advisor, Branch Manager, and Director of Team Development at Morgan Stanley has given me a deep understanding of what it takes to build, optimize, and sustain high-performing
With over 25 years in the financial services industry, I have built a career dedicated to helping Wealth Advisory firms and teams excel. My experience as a Financial Advisor, Branch Manager, and Director of Team Development at Morgan Stanley has given me a deep understanding of what it takes to build, optimize, and sustain high-performing advisory teams.
As President of Team Edge Consulting, I provide coaching, consulting, and keynote presentations focused on the key elements of successful Wealth Advisory Teams. I have personally coached many of the industry’s top-producing advisors and teams, including members of the Barron’s 100.
I hold an MBA in Finance from Drexel University and a BA in Business from Penn State. I live in suburban Philadelphia with my wife, Maura, and our two children.
My Philosophy
My Background
My Background
Building a successful Wealth Advisory practice is more than just numbers—it’s about people, strategy, and execution. I believe that the most effective teams are built with intention—clear roles, strong communication, and a culture of accountability.
Through thoughtful succession planning, team optimization, and leadership development, I he
Building a successful Wealth Advisory practice is more than just numbers—it’s about people, strategy, and execution. I believe that the most effective teams are built with intention—clear roles, strong communication, and a culture of accountability.
Through thoughtful succession planning, team optimization, and leadership development, I help advisors and firms create sustainable, high-performing teams that continue to grow and thrive for years to come. My approach is hands-on, customized, and results-driven, ensuring that every advisor and team I work with has a clear roadmap for success.
My Services
My Background
My Services
I work with Wealth Advisory firms and teams to unlock their full potential through targeted coaching, consulting, and strategy sessions. My services include:
- Succession Planning: Helping advisors plan and execute seamless, high-value transitions that maximize client retention and business continuity.
- Team Formation & Optimization: Ensuring
I work with Wealth Advisory firms and teams to unlock their full potential through targeted coaching, consulting, and strategy sessions. My services include:
- Succession Planning: Helping advisors plan and execute seamless, high-value transitions that maximize client retention and business continuity.
- Team Formation & Optimization: Ensuring teams are structured for success, with the right talent in the right roles and a strong operational foundation.
- Leadership Development: Coaching advisors on how to lead effectively, develop their teams, and create a culture of excellence.
- Keynote Speaking & Workshops: Delivering insightful presentations and training on the essential components of high-performing advisory teams.
Whether you are building a team, refining your strategy, or planning your succession, I provide practical, experience-backed solutions tailored to your unique business needs.
Our Partners
