WealthConductor LLC was founded in 2017 by advisors with decades of experience in the retirement marketplace.
We are passionate about providing an income distribution strategy that serves the needs of firms,
financial advisors and individuals in meeting the challenges they face.
Our revolutionary retirement income platform, IncomeConductor®, provides a complete suite of support to
financial advisors who want to re-define their value proposition as retirement income professionals and provide a
time-tested income distribution strategy to their clients that is completely customized to their individual needs
and goals. We partner with our IncomeConductor® community of advisors to continuously enhance our technology
and supporting program to help them succeed in the income distribution market.
Sheryl has spent over 20 years in the financial services industry at insurance and investment management firms, leading strategic business growth and technology innovation.
In 2006 Sheryl co-founded 3D Asset Management, an SEC-registered investment management firm that focused on providing innovative practice management solutions along with investment portfolios to fee-based advisors to help them grow their business and succeed in the wealth, retirement plan and retirement income marketplaces. She has worked closely with advisors and is passionate about helping them re-define their value proposition in ever-evolving professional and market environments.
Phil has spent over 30 years as a financial advisor. In 1984 in response to his retiring clients’ need for a good income strategy, he created the original ‘segmented or bucket’ approach to distributing income.
A retirement planning resource to the Retirement Income Journal, Kiplinger Magazine, Bottom Line and Investment News. Phil has appeared on PBS Nightly Business Report and has provided the intellectual capital for the creation of commonly used retirement income tools. He is considered a leading authority on retirement income strategies and has trained thousands of advisors throughout his career.
Tom has spent 10 years in the financial services industry with experience across investment, technology and marketing departments, leading strategic business growth and technology innovation.
Experienced with CRM and digital marketing, video production, and supporting tools, Tom served as Chief Technology Officer for 3D Asset Management and was a member of their investment committee. He has worked closely with advisors and helped to draw clarity of the segmented retirement income plan strategy through extensive statistical analysis of historical financial market data.