Brooke Bietz

Advisor Success & Enablement Consultant

The People Behind Fispoke

Meet more of [[the team]]

Decades of combined experience from the world's leading private banks, wirehouses, and technology firms.

Daniel Walsh

Director of implementation | Product Evangelist

Terry Mullen

Strategic Growth Advisor

Marc Butler

CEO and COO across Wealth Management and Banking industries

Jim Hays

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

Whit Magruder

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