Our Team

Home Office

Jay Hummel
Jay Hummel

Home Office

Managing Partner

John Phoenix
John Phoenix

Home Office

Managing Partner

Jill Rakowski
Jill Rakowski

Home Office

Director of Operations

Strategic Partners

Aptus Capital Advisors
Aptus Capital Advisors

Strategic Partner

Outsourced Chief Investment Officer & Team

Alli Jordan
Alli Jordan

Strategic Partner

Outsourced Director of Platform and Advisory Services

Richard Mabbun
Richard Mabbun

Strategic Partner

Outsourced Chief Technology Officer

Lisa Graham
Lisa Graham

Strategic Partner

Outsourced Director of Marketing and PR

Matt Hayon
Matt Hayon

Strategic Partner

Outsourced Chief Financial Officer