Our Team

We’re passionate about one thing: Helping you achieve financial success.

Jay Hummel

Managing Partner

Jay is the CEO of Uniting Wealth Partners and is a Founder of Wealth Advisor Growth Network. Previously, Jay was a Senior Vice President and Head of American Century Investment’s Personal Financial Solutions Business. Jay was responsible for the strategic and executional oversight of teams serving 600,000 individual and small retirement clients with $40B in assets under management.

He is a former Managing Director of Envestnet where he served as the Head of Strategic Initiatives and Thought Leadership. Jay is the former President and Chief Operating Officer of Lenox Wealth Management, a Cincinnati based multi-family office, and started his career in accounting and consulting at Deloitte.

John Phoenix

Managing Partner

John is the President of Uniting Wealth Partners and is a Founder of Wealth Advisor Growth Network. Previously, John was the National Sales Manager for the Institutional Business Development team at Envestnet. He was responsible for leading the new business efforts around large enterprise firms looking to deploy the Envestnet suite of services. John supported the firm’s efforts in the bank, broker dealer, and RIA channels.

John also led the high-net-worth sales division at Envestnet working with RIAs, hybrid RIAs, and independent advisor networks that deployed Envestnet. He was CEO and Founder of Metamorphosis Money Management an RIA in Denver, Colorado a company that he eventually sold to Envestnet.

Scott Shephard

Managing Partner & Senior Wealth Advisor

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