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.
Joe is a solutions oriented senior software engineer with over 13 years of experience building and managing development teams, both US-based and off-shore. Joe is responsible for defining and leading WealthConductor’s strategic technology vision.
Joe has created, enhanced and supported large systems throughout their lifecycles, and Independently planned and led execution of technology vision for scaling applications according to senior leadership’s business strategy in a variety of sectors, including healthcare, software development and engineering systems. Joe holds a Bachelors of Engineering degree in Computer Engineering degree from Vanderbilt University.
Nick is a senior business specialist with over 12 years industry experience, including positions as a financial advisor, wholesaler, and Director of Retirement Planning. Nick is responsible for expanding and leading WealthConductor’s advisory support team.
Nick is a Certified Financial Planner® holding multiple industry certifications including investment, insurance and RICP designation from The American College. He managed $500+ Million in annual sales at a large insurance-based advisory firm where he oversaw training, case design & analytics, and client seminars. Nick holds a Bachelor of Arts degree in Government and Economics and Business Administration from Sterling College.