Makari Group is a national recruiting and consulting firm, with our main mission to be your partner in growth. Our principals have guided thousands of advisors looking to move from the firm they were at. We have launched and helped multiple RIAs grow, eight of which have exceeded $1 billion in AUM. We have expertise in recruiting to all channels of financial services, all aspects of M&A: matching buyers and sellers, setting up financing, introduction to equity partners and execution and cutting-edge client acquisition technology using AI.

• Our practice is a leading start-up, M&A and search consulting firm in the Wealth Management Sector.* Over 30 years of experience in Regional, Wirehouse, RIA, Independent and Insurance B/D channels.• Act as a strategic partner for companies seeking advice and counsel on organic growth and aggregation drawing on our vast network and experience. * Founding Partner of Steward Partners one of the fastest growing start ups in Independent Channel history.• Singular access to leading executives and senior advisors across the entire Wealth Management Sector• Unique blend of industry expertise and search experience.• Consult to RIA’s and Independent B/Ds on strategies for growth and M&A.* Expertise in Succession Planning, providing guidance on strategy, valuation and execution.

Steward Partners Consulting Solutions (SPCS) is a full service Consulting Firm focused on the Development and Delivery of Customized Solutions for The Financial Services Industry: including Full Service B/Ds, Insurance Companies, Asset Management Companies, Independents, Hybrids, Dual Registered and RIA firms . We are true partners with our clients seeing the engagement through "hands on" to the end. The combination of Our Leadership Team, and Our All Inclusive Solutions Platform are the two key differentiators representing the next evolution in Consulting Solutions. Steward Partners has altered the landscape. Our leadership team has created a unique offering which we call a "Full Service Independent Partnership". It is a wealth management firm that provides the best of the old "wirehouse" model and the best of the independent model without the drawbacks of either. It is the first 100% employee owned firm with profit sharing in an environment free of crushing bureaucracy, lowest common denominator policies, constant management and compensation changes. Steward Partners Consulting has developed a successful turn-key solution which is low cost, requires minimal capital to start, minimal capital to grow and provides the opportunity for significant wealth creation. We work with select Market Leaders around the country who have the same vision and entrepreneurial spirit to help them launch their own firm.

PEHT is a Social Enterprise and residential recovery program aimed at offering a sustainable, long term strategy to aid in the fight to end human trafficking - the fastest growing illegal business in the world. See more at www.peht.org

Facilitating group discussions with children who have lost a parent or sibling, to help the grieving process.

Reported to the COO of Investment Strategy and Client Solutions. I worked with Paul Hatch on various Wealth Management Group initiatives. I was also Director Of Impact Investing helping to create the plaform for Sustainable Investing.

I worked for Ron Ferrelli the Divisional Director at Smith Barney and handled all of Business Development for 4,500 Financial Advisors. I managed a team of 45 Business Development Officers in the field. Our division was number one in almost every metric every year.

Smith Barney, took over a $19 million revenue branch and grew it to $46 million in revenue in just 3 years. I was the number 1 recruiting manager at Smith Barney in 2006.

Financial Advisor 1989 -1994 Branch Manager 1994 - 2003