Meet Our Team
Our teams have the experience and expertise to help take your practice to the next level. We look forward to helping you utilize and leverage our technology to grow your business and provide your clients with a sophisticated and modern solution.
Leadership

Colin Falls
President & CEO

Jack Hannah
EVP, COO
Business Development Team

Lauren Klein
Business Development: West


T.J. Gardner
VP, Business Development: East


Scott Silverman
SVP, Head of Distribution

Brendan Falls
SVP, Strategic Growth
JOIN OUR TEAM
Become a member of a growing, dynamic team of professionals and make an impact on the future of the financial services industry. See all open positions: