We Are an Elite Consulting Group Dedicated to Helping Financial Institutions and Financial Advisors Achieve Massive and Sustainable Growth.

    Our TEAM


    Scott Winters has had a successful multi-decade career in the financial services industry: as a top producer, manager and executive. Notable accomplishments are that he raised over two billion in AUM. He co-founded, built and sold one of the fastest growing TAMP's in America (according to Forbes). As a CEO he has managed and inspired hundreds of employees. Scott is a widely recognized speaker, author, entrepreneur, and leader. He has mentored, managed, or trained thousands of financial advisors and helped them achieve greater success. Scott has continuously rewritten the book on the use of technology and practice management disciplines to help achieve massive and sustainable growth. He is an active board member and angel investor. Scott has a BA in Business Economics from San Diego State University.

    Chief Investment Officer

    Dr. William R. Nelson is an expert in asset management and the associated technology. As the Co-founder and Chief Investment officer of EQIS for over a decade, he was instrumental in the development of technology including their proposal generation system, reporting system, and Mutual Fund Stress Test. He also oversaw the due diligence of outside money managers and was the primary manager of the EQIS portfolios. Dr. Nelson's acclaimed original research has been published in the American Economic Review, De Paul Journal of Health Care Law, The International Conference on Information Technology ITCC 2004 Proceedings, the Journal of Economic Behavior and Organization, Latin American Finance and Capital Markets, the Latin American Law and Business Report, and Public Choice, among others. He also co-authored Mutual Funds Exposed, an Amazon Best Seller, with Dr. Kenneth A. Kim. Dr. Nelson’s broad range of academic excellence and industry experience sets him apart from most investment professionals. Few have like him interned at a wire house, floor traded futures on the Chicago Board of Trade, earned a PhD (economics from George Mason University), published in top economics journals, founded a company, designed software, performed due diligence on hundreds of money managers, simultaneously managed several dozen separately managed account strategies, and overseen over $2 billion in assets. These experiences along with an inherently critical yet creative mind allow him to provide a divergent and often useful perspective.

    Chief Operating Officer

    Jennifer Winters was previously a Co-Founder and Board Member of one of the fastest growing Turnkey Asset Management Platforms in America. She was instrumental in helping improve the advisor experience on all levels, including nine years as Chief Compliance Officer working with the SEC, FINRA, in addition to hundreds of BDs and RIAs.  She has over 20 years of experience in financial services compliance, operations, and technology.  She holds a BA degree from Lewis University.