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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

Leadership Team

Leaders in Wealth Management, Banking & Technology

Founder, CEO & Board Chairman

Robert Clare

Robert Clare
Robert Clare's LinkedIn

CTO & Board Member

Nathan Berk

Nathan Berk
Robert Clare's LinkedIn

CRO

Terry Mullen

Terry Mullen
Robert Clare's LinkedIn

CPO

Wade Waller III

Wade Waller III
Robert Clare's LinkedIn

CCO

Joe Bennett

Joe Bennett
Robert Clare's LinkedIn

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
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