Meet Our Team
Helping you generate more qualified appointments online
Oliver
CEO
Oliver has a passion for helping businesses grow and become more efficient. He is an avid reader, an accomplished business consultant and former division one football player. Oliver studied finance at Ohio University and currently resides in Fort Lauderdale, FL.
David
Director
David grew up around the financial services industry so starting his career at MassMutual Northern New England and later Commonwealth Financial Group was a natural fit. After several years working alongside and supporting the advisors in that firm, David left to provide advisors with more comprehensive support. Today he works closely with advisors all over the country to help them grow their practice and reach their ideal clients. David studied psychology and business at Plymouth State University and lives with his fiancé in Southern New Hampshire.
Gay
Account Manager
Gay is an expert in lead generation - she has an extensive background in LinkedIn marketing, Facebook marketing, and much more.
Paige
Director
Paige is extremely passionate about business development and customer relations. Paige is also an avid fashion and dance fan.
Karen
Director
Karen knows our clients because she too has a background in financial services. With over twenty years of experience, she is an expert in crafting the correct target demographic for our clients to reach out too.
Raymond
Account Manager
Raymond is an expert in lead generation - he has an extensive background in LinkedIn marketing, Facebook marketing, and much more.
Terrance
Partner & CMO
Terrance is an industry expert with 25 years of experience. He led a firm that managed over a billion in assets and over 50,000 clients. He is the former CEO of MassMutual-Northern New England. Under his leadership, they ranked among the top firms in the country, with over 600 agents and brokers. In 2017, McMahon was the recipient of a life-saving liver transplant. He is the author of four books, he's also an inspirational speaker and business strategist. Terrance now shares his insider secrets and tips with advisors as a CMO & coach for Financial Leads Academy. He currently resides in Florida.
Darrin
COO & Partner
After starting his career at JPMorgan, Darrin became extremely passionate about working with financial industry professionals and helping to grow their businesses. Darrin studied finance at Ohio University and currently resides in Fort Lauderdale, FL.