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Leadership Team

Leaders in Wealth Management, Banking & Technology

Robert Clare

Founder, CEO & Board Chairman

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Robert Clare's LinkedIn

Nathan Berk

CTO & Board Member

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Robert Clare's LinkedIn

Wade Waller III

CPO

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Robert Clare's LinkedIn

Joe Bennett

CCO

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Robert Clare's LinkedIn

Additional Team Members

Experienced in Wealth Management, Banking & Technology

Brooke Bietz
Robert Clare's LinkedIn

Brooke Bietz

Advisor Success & Enablement Consultant

Jonathan Woznak
Robert Clare's LinkedIn

Jonathan Woznak

Advisor Success & Enablement Consultant

Kasey Price
Robert Clare's LinkedIn

Kasey Price

Business Operation & Compliance Lead

Brendan Clare
Robert Clare's LinkedIn

Brendan Clare

Infrastructure, Security & Development Engineer

World Class Board Members & Advisors

Leaders in Wealth Management, Banking & Technology

Laine Brantner

Executive Vice President and Chief Operating Officer of Bell Bank 

Laine Brantner
Robert Clare's LinkedIn

Reid Buerger

Chief Executive Officer of Coventry

Reid Buerger
Robert Clare's LinkedIn

Whit Magruder

Co-founder & leader of the Global Private Bank at Goldman Sachs 

Whit Magruder
Robert Clare's LinkedIn

Jim Hays

President & CEO of Wells Fargo Advisors, and Head of Merrill Lynch Private Banking & Investment Group

Jim Hays
Robert Clare's LinkedIn

Marc Butler

CEO and COO across Wealth Management and Banking industries

Marc Butler
Robert Clare's LinkedIn

Terry Mullen

Strategic Growth Advisor

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Robert Clare's LinkedIn
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