Walter (Trey) Ruch, III

CEO

Mr. Ruch has more than 30 years of experience in investment management consulting, trust, and financial planning. For the past 20 years, he has worked as an executive for two regional B/D holding companies, where he served concurrently as Chairman and CEO of their Trust Company and as Managing Director of all retail products and advisory services. He was directly responsible for technology, operations and compliance of these subsidiaries. Mr. Ruch is a graduate of the University of Tennessee.

Alli Jordan

COO

Mrs. Jordan has been in the Financial Services industry for five years. She was previously employed by Sterne Agee and Leach, Inc., where she was an investment analyst and business consultant for the wealth management division. Mrs. Jordan worked with Sterne Agee financial advisors, consulting with them on how to make their books of business more efficient by utilizing technology. She served as the principal Envestnet administrator and relationship manager for the company and coordinated conversion and support for her firm and the external RIAs and IARs using the Envestnet system. Mrs. Jordan is a graduate of the University of Florida.

John Brooks

Senior Consultant

Mr. Brooks spent five years at Sterne, Agee, & Leach, Inc. serving as an Investment Analyst in its Corporate RIA. His work centered on due diligence within the advisory product marketing group, working directly with financial advisors to leverage the company’s investment advisory and financial planning expertise and programming. After 18 months in this role, John shifted to a business consulting position and began working with hybrid RIAs and dually registered Broker Dealers using the Envestnet Wealth Management Platform. His consulting contributions were focused on helping clients develop competency and efficiency using ENV advisory technology and workflows. John is a graduate of the University of Alabama.

Mr. Priester has been in the Financial Services industry for four years. He was previously employed by Sterne Agee and Leach, Inc., where he was an Investment Analyst for the wealth management division. Mr. Priester worked with financial advisors, consulting with them on how to make their books of business more efficient. His consulting contributions were focused on helping clients develop competency and efficiency using Envestnet advisory technology and workflows. Mr. Priester is a graduate of the University of Alabama.

Mr. Reid worked in a financial reporting and analysis role with BBVA Compass before moving to Regions Bank in the Controller’s group. He worked directly with Regions’ business partners, specifically Credit, Risk and HR-Compensation, to make their processes and policies more efficient and compliant. Additionally, he and his group were responsible for the bank-wide implementation of new accounting standards. Prior to that, Mr. Reid spent four years in public accounting at Sellers, Richardson, Holman & West (now RSM, LLP) where his work centered on high-net-worth individual, family and trust tax planning and compliance and had a specialization serving large multi-state manufacturing and distribution clients. Mr. Reid earned his undergraduate credentials as well as a Masters degree in Accounting and Taxation from the University of Alabama.