ADVISORY BOARD

Also including our very own, Martha Curtis as our Board Chairmain and Paul Hoffman as our Co-Board Chairman. Our hand selected board consists of specialized individuals from every aspects of the finance and business industries. From an outside RIA perspective, Advisors' Pride member perspective and to an outside VP business leader, our board brings an unlimited base of resources, knowledge and creative suite in its own.

 
 
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ROBERT KNAPP, AIF®

Founder and Financial Advisors at
R. KNapp Financial

Bob is the founder of R. Knapp Financial, Inc., an independent financial services consulting firm located in Canton, IL.  

Bob works in the areas of retirement planning, personal finances, business financial strategies and estate planning and his clients consist primarily of small to mid-size companies, their owners, families, key employees and retirement plan participants.


ADAM SCHWARTZ, CFP®

VP, Senior Regional Consultant
AssetMark, Inc.

Adam is one of the top wealth management and practice management consultants with a strategic, high integrity, client-centered consulting goal.

For 23 years, Adam has been so passionate about making a difference with investors' wealth management experiences and results. 

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BILL HEETER

Independent consultant

Bill has served as CEO for many consulting firms from Appleton, WI to Colorado Springs, CO.  His strong, creative senior management leadership and consultation is exactly what our Advisors' Pride group needs to test our business strategies and successions.

Bill is a tremendous and knowledgeable resource for our members and our executive staff.

 

 

 

Bill Heeter, Adam Schwartz and AssetMark, Inc., are not affiliated with LPL Financial.