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
Prior to founding WAGN, 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
Partner & Founder
Prior to founding WAGN, 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, independent broker dealer, regional broker dealer and registered investment advisor 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.
Our advisory board of outside experts.
Lee Andreatta
CEO
Advyzon Investment Management
Michael Bell
CEO
Meketa Capital & Primark Capital
Scot Billington
Co-Founder
Covenant Capital Management
Julie Cooling
CEO
RIA Channel & RIA Database
Geoff Eliason
Principal
SDR Ventures
Lisa Graham
Co-Founder & CEO
Graham Media Partners
Nikko Hayes
Managing Member
Acme Capital, LLC
Alli Jordan
President & COO
LibertyFi
