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John Nusslein

Founder and CEO

30+ Year financial services industry veteran with a proven track record of developing, supporting and executing complex strategic initiatives. Considered an “out of the box thinker” with a reputation of consistently delivering superior service and practical consultative solutions.  Strong team player adept at multitasking and supporting multiple operational areas simultaneously.  Overall customer-centric work philosophy coupled with a superior work ethic. Subject matter expert in multiple disciplines including: CRM Software, Orphaned Client Program Construction and Implementation, Client Segmentation Theory, Data-mining and Book of Business Management.           

  • Provide complete consultative services to businesses concerning all aspects of their operations

  • Instrumental in the creation and execution of a practice management program to help business owners grow their businesses

  • Specialized in coaching Top Advisors in the adoption of technology to enhance production. adoption of technology to enhance production.

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