WAGN is founded on the belief that something is missing from the independent advisor space: Growth.
Our team are experts in this field because they have run firms, built firms, grown firms, and definitely
know how to sell to firms. Now they’re focused on helping independent advisors like you – and the best-
in-class companies that serve you – to accelerate your growth and realize your potential.
For more information about WAGN click here.
Prior to founding WAGN, Jay was a Senior Vice President and Head of American Century Investment’s Personal Financial Solutions Business. Jay was responsible for the strategic and executional oversight of teams serving 600,000 individual and small retirement clients with $40B in assets under management.
He is a former Managing Director of Envestnet where he served as the Head of Strategic Initiatives and Thought Leadership. Jay is the former President and Chief Operating Officer of Lenox Wealth Management, a Cincinnati based multi-family office. He started his career in accounting and consulting at Deloitte.
Jay is a frequent industry speaker and writer. Wiley has published two of his books: Success and Succession and The Essential Advisor.
Jay lives in Kansas City with his wife, Valerie. When he’s not traveling, he and Valerie stay busy with their three children.
Prior to founding WAGN, John was the National Sales Manager for the Institutional Business Development team at Envestnet. He was responsible for leading the new business efforts around large enterprise firms looking to deploy the Envestnet suite of services. John supported the firm’s efforts in the Bank, Independent Broker Dealer, Regional Broker Dealer and Registered Investment Advisor channels.
Most recently, John lead the High Net Worth Sales division at Envestnet working with RIAs, hybrid RIAs and Independent Advisor Networks that deployed Envestnet. John was CEO and Founder of Metamorphosis Money Management, an RIA in Denver, Colorado, which he eventually sold to Envestnet. Prior to M3, John worked for 6 years as a Managing Director for Alexander Capital Management Group, where he was head of sales and marketing. Prior to that, John was a Regional Director for Putnam Investments. He also served as a Regional Director for Kemper Financial Services in Atlanta, Georgia.
John earned his undergraduate degree in History from Washington and Lee University and holds a FINRA Series 65 security license. John lives in Denver with his wife and two children.
Bill is the consummate problem solver for his clients and friends. Bill joins the WAGN team to support the company’s work in the advisor training area, specifically around deepening their approach to financial planning. Growing up in an entrepreneurial family, it was inevitable that he would start his own business, Schiffman Grow & Co. (now W3 Global Accounting).
Bill often says (tongue in cheek) that “he has more licenses than sense.” In addition to being a Certified Public Accountant, he holds FINRA Series 7 and 66 qualifications, and has life, health, and annuity insurance licenses that allow him to perform services in several states across the country. This combination of achieved standards allows Bill to provide a complete array of experienced consulting acumen to his clients.
Bill and his wife, Lynne Aronson, share multiple four-legged children. In what little free time he has (he is also the host of “In The Know” on WOSU-TV), Bill enjoys travel, cooking, reading, charitable work, and almost all sports. His greatest passion outside of family and business is thoroughbred horse racing, which has led to his involvement in several racing/breeding ownership ventures.