SUCCESSION SOLUTIONS

 
 
  • 15 Years of Financial Industry Experience

  • Financial Advisor at Hanson McClain

  • Leadership Roles with Wells Fargo Financial, US Bank 

Experience

KRIS

EMICK

Deal-Related Services

  • Financing for Independent Advisors

  • Succession, Acquisition & Working Capital

  • Buy Side / Sell Side Consulting

Assistant Vice President, Finance and Acquisitions 

Continuity Partners Group

  • 35 Years of Financial Industry Experience

  • First Vice President Practice Management and Client Solutions, Cambridge Investment Research, Inc.

  • Senior Leadership Roles with Advisory Data Solitions, LLC., Xerox, National Planning Holdings & Associated Securities Corporation LLC

Experience

BARRY​

Deal-Related Services

  • Succession, Acquisition & Working Capital

  • Practice Management

  • Sales & Marketing

Senior Vice President, 

Continuity Partners Group

SCHMIDT

© ECHELON Partners 2017. All rights reserved. Securities offered through ECHELON Capital Partners, LLC, member of FINRA/SIPC. ECHELON Partners and ECHELON Capital Partners, LLC, are affiliated companies.

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