#fintech exec, husband, father of 3, stlcardinals|creighton|huskers fan
Omaha, NE
Joined April 2009
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Thanks @Ford #F150Lightning powering our essentials in our home for the last 3 days. Thankfully we are safe, but so many others in our neighborhood and surrounding communities lost everything after the EF5 tornado. 🙏 for them. @jimfarley98 Thanks for your leadership with EV.
Get ready for amazing content, networking, & experiences from everyone at @OrionWealthTech.
Early bird registration ends December 31, so register now to save your seat! Ascent.orion.com
Join us in Orlando for Ascent 2023!
Use this opportunity to expand your network, get inspired, and engage your target audience in a setting designed to spark fresh ideas and powerful connections. ✨ #OrionAscent
Who will we see there? 👇🏻
We’re excited to add @TownSquareCap to our wealth management business, creating more value for advisors seeking a highly integrated, most-in-one technology suite. businesswire.com/news/home/2…
Who let the dogs out?
Welcome to the @Orion_OAS @orionadvisor family @RickyRedtail @RedtailCRM @redtailtech @redtaildavid
businesswire.com/news/home/2…
Kyle Hiatt retweeted
#OrionAscent 2021 is bringing together the industry's most innovative firms & brightest advisors. Join us in AZ (Aug. 30 - Sept. 1) for 1:1 consultations & training w/ financial leaders to help guide your firm to growth & profitability.
Register now! ➡️ trst.in/cSGWaD
If anyone knows how to get their business big traction, it’s Josh Brown. On 5/18 at 3 p.m. CT the @ReformedBroker will be joining @Orion_OAS for a deep dive behind @RitholtzWealth, his fee-only fiduciary, & is answering all questions during a live Q&A! bit.ly/3h3yBwg
Josh Brown, aka the @ReformedBroker, garnered national attention over the years w/ his fee-only fiduciary, social media tactics, & client loyalty program. On 5/18 at 3 PM CT, he’s joining our live panel to bring unique insights & practice management tips. trst.in/JcyyVn
The wealth management industry is undergoing a steady migration toward the independent RIA model. Join me at the #INRIASummit investmentnews.eventscase.co…
The road to independence comes with challenges—but you’re not alone. Our Orion team is here to help, & on 4/7, we’re hosting our @Orion_OAS Breakaway Bootcamp. You’ll receive expert advice & guidance from leaders who’ve done the same, & go-to resources. bit.ly/2OG22IM
Are you ready to grow your independent firms? Our virtual Bootcamp on 4/7 is dedicated to supporting your journey. Here’s what to expect:
🔹 Informative sessions
🔹 Candid case studies
🔹 Immense networking resources
🔹 Anonymous Q&A
Learn more! trst.in/joF8A1
Kyle Hiatt retweeted
Congrats to the team @HiddenLevers, we are excited to be partnered with you to better enable the Advisor - Client Journey! businesswire.com/news/home/2…
What’s next for @Orion_OAS @Orion__OPS @orionadvisor and @BrinkerCapital? You won’t have to wait long to see how our combined strengths help advisors drive growth through client satisfaction businesswire.com/news/home/2…
Long weekend calls for a long list of exciting enhancements. @orion_ops @orionadvisor @orion_oas businesswire.com/news/home/2…
If you’re wondering where else Orion falls within the @MichaelKitces #advisortech map: ✅advisory fee billing, ✅all-in-one, ✅financial planning, ✅digital marketing, ✅compliance, and ✅client portal!bit.ly/3k1w9FA
We are thankful to work with fiduciary minded advisors like you Josh @ReformedBroker thereformedbroker.com/2020/0…
We’ve been making waves in the industry for over 20 years, and now we’re doing it again. Orion is thrilled to announce a merger with Brinker Capital Inc., backed by our investment partners TA Associates and Genstar Capital.
businesswire.com/news/home/2…
Rain or shine even if it’s virtual. Another great run with this girl. #BoysTownMemorialDayRun
The franchise @RandyLambertOAS! Thankful to work alongside him. 3 Questions With Randy Lambert Of Orion Advisor Solutions fa-mag.com/news/3-questions-…
Congratulations to a fantastic leader @ericrclarke The 2020 IA25: Eric Clarke at.law.com/6rTBnk?cmp=share_… via @ThinkAdvisor
Kyle Hiatt retweeted
Proud of @orionadvisor's marketing team lead by @kdubs_waltrich digging deep to assist our advisors during this pandemic paradigm, investors need help and solid guidance now more than ever before. xitter.cf/orionadvisor/status/12…
Unlike other solutions that are too complicated, provide only 1 piece of the marketing equation or limit your creativity, Market＊r is built for maximum flexibility, no matter your level of marketing expertise. See it in action during our upcoming webinar: trst.in/VtMiSw
