We’ve been in your shoes.
We started WAGN after realizing that something was missing in the independent advisor space: Growth.
With more than 55 years of experience in this space, we have helped hundreds of firms across the country, including some of the largest RIAs, aggregators, and asset managers.
We’re experts in this field because we have run firms, built firms, grown firms, and sold firms. Now we’re focused on helping independent advisors like you – and the best-in-class companies that serve you – accelerate growth and realize potential.
We’re grounded in a few big ideas.
We’re strong believers in coming back to our foundational principles when making decisions. We believe this foundation is the key to our strategic growth; when considering like-minded partnerships, we keep this foundation at the forefront of our minds.
Culture matters
Growth leads to unique opportunities
Work with collaborators
Outsourcing effectively spurs growth
Reinvestment is the key to growth
Independence is paramount
Best of breed partners are hard to find, but key to success
Compete where others aren’t
Increasing advisor yield brings success
Leadership

Jay Hummel
Partner & Founder

John Phoenix
Partner & Founder

Ashley Thornton
Director of Strategic Partnerships & Operations

Glenda Pemble
Senior Consultant
With over 30 years of experience in the wealth management industry, Glenda consults with current and prospective clients of WAGN, to help them grow revenues, expand profit margins, and deliver better financial outcomes to high-net-worth families and business owners.
Prior to WAGN, Glenda managed new business development and client service in the Rocky Mountain and Northwest regions for Brinker Capital. Prior to Brinker Capital, she oversaw sales and servicing the firm’s key advisory relationships at Mount Yale Capital Group.
Our advisory board of outside experts.

Michael Bell
Founder & CEO
Primark Capital

Scot Billington
Co-Founder
Covenant Capital Management

Julie Cooling
CEO
RIA Channel & RIA Database

Rick D’Amico
Principal
SDR Ventures

Lisa Graham
Co-Founder & CEO
Graham Media Partners

Alli Jordan
President & COO
LibertyFi

Rick D’Amico
Managing Partner
Merchant

Geoff Eliason
Principal
SDR Ventures

Lisa Graham
Co-Founder & CEO
Graham Media Partners

Alli Jordan
President & COO
LibertyFi
