Key Management Group

Todd’s career started in small business ownership and operations: having been a Partner/ General Manager of a restaurant; followed by founder and operator of a retail bicycle business. He later worked for an international consulting company traveling extensively in Asia and the Pacific Rim. Todd’s real passion was in business operations and franchising. His career in franchising progressed quickly, becoming Senior Director of Operations for a fast growing franchise; opening 15 stores a month on average for two consecutive years and managing the Americas Region with 650 stores operating and annual revenues exceeding $120 million. In 2008 he joined an Ameriprise financial advisor franchise to become it’s Vice President of Mergers and Acquisition; developing and executing a long term strategic plan for acquisition growth. These experiences lead Todd to develop a business valuation system for the financial services industry. In 2012, Todd joined Key Management Group as their M&A Consultant. Todd holds a Bachelor of Arts in International Relations from San Francisco State University.

Alan has provided business valuation services for closely held businesses over the past 16 years. He specializes in appraising businesses for buy/sell agreements, estate tax, divorces, business start-ups, and shareholder/owner disputes. Alan was the owner of his own public accounting firm for 14 years and has extensive knowledge in the areas of valuation, tax and business consulting. He is a graduate of Walsh College and enjoys the quality time that he spends with his wife and 2 children, as well as being a passionate sports fan.

Cathy is a widely-sought expert in risk mitigation. She is an experienced senior executive with three decades of experience at various financial firms including Ameriprise Financial and Dain Rauscher. She has a deep knowledge of all aspects of the financial services industry. Her areas of expertise include risk management, FINRA, Department of Labor, business development, financial planning, and retirement planning. She obtained her law degree from William Mitchell College of Law.

Shana works with advisors to develop financial models for compensation and equity sharing in team practices. She earned her bachelors degree and her Masters in Business Adminstration (MBA) from the University of Michigan. In addition to her work in finance, she runs a business called Reeve's Tees, dedicated to spreading awareness and providing meaningful employment to adults with Down syndrome.

John started his career as a financial advisor in 1981. Over the next three decades he has served in a variety of retail and wholesale leadership roles with two broker dealers. These roles included Training Manager, District Manager, Regional Manager-Field Leadership Development, Division Manager, Division Vice President, Managing Director, and Franchise Field Vice President. John has coached and consulted more than 500 advisors and regional vice presidents. He currently holds his S7, 9, 10, 24, 63, 65, and Life and Health Insurance Licenses. In 1987, John earned his CFP designation and has been a long standing member of the Financial Planning Association for over 25 years. He earned his Bachelors of Science degree from University of California, Davis, CA. John resides in Granite Bay, CA with his wife and two daughters. He enjoys family, road cycling, participating in local church and non -profit groups, and loves a great cabernet with chocolate.

Brett Macauley graduated from the University of California in 1987. Brett joined the financial services industry in 1993 with IDS Financial Services. In 1995 he became a District Manager. Brett left and went to work for Prudential Financial Planning in 1998 as a Managing Director where he developed a financial advisory office from ground up. In 2003, as a Field Vice President with Ameriprise Financial, he opened and established the only new P1 office in the country in Redwood Shores, CA. Over these 9 years as a field leader he helped successfully train over 100 advisors.

In January 2004, he started an independent financial advisory practice from scratch with which grew to a Private Wealth Advisory practice with a strong 98% client satisfaction score with Ameriprise Financial. The business generates over $1,000,000 in annual revenue and managed over $100,000,000 in assets under management. In 2016 Brett received his Diamond Ring from Ameriprise Financial. In addition to running his practice, in 2010 he began to coach independent financial advisors as a Franchise Consultant with a strong focus on the execution of a comprehensive business plan and developing strategic alliances.

Brett recently sold his Private Wealth Advisor practice and merged his coaching business with Key Management Group. The affiliation with Key Management Group was formed with the intention to expand the breadth of services to his advisors and continue to grow his coaching expertise. Brett has a strong desire to help more financial advisors build their financial advisory business so that they can live and achieve their life dreams and goals.

Brett has lived the San Francisco Bay Area since 1969 and currently lives and works in Palo Alto, CA

Dave began his career as a Financial Advisor in 1985. He has held virtually every position in field leadership since then from Training Manager to District Manager and then as a Field Vice President in the Franchise Channel beginning in 2000. Dave’s real passion is coaching, and he became a Franchise Consultant at the inception of that program in 2007. The cornerstone of Dave’s value proposition as a Franchise Consultant has been to develop a concierge level service for his group. While he offers coaching on the full array of practice development issues from client acquisition to financial planning, the cornerstone of his consulting focuses on helping Advisors lead their practices. This includes helping Advisors understand their Franchise Equity, and implement strategies designed to preserve, enhance and transfer that Equity in accordance with their personal and professional goals.

Eric has worked with hundreds of individuals and teams across the country as a teacher, trainer, mentor, consultant, and coach. As an executive coach with KMG, he works with advisors and their teams, helping them to grow their businesses by addressing the practical, psychological, and human elements of performance, leadership, and business strategy. Eric began his career as an Ameriprise financial advisor, ultimately selling his practice in 2005 to focus exclusively on helping other advisors grow. Eric draws upon his experience as both an advisor, corporate leader, and coach to transform how leaders and teams interact with each other and with clients. Eric holds a bachelor’s degree from Louisiana State University in education and an MA from Loyola University of Chicago in spiritual direction which contributes to and shapes his unique style of working with clients. In 2015, Eric moved from Chicago to the west coast of Michigan to spend more time exploring the forests and trails and natural beauty that Michigan has to offer.

Shane’s knowledge of the financial planning process is a key asset to each advisor and their team. In addition to managing the Financial Planning department, Shane is directly involved in creating and delivering financial plans and other client documents. With a strength in technology and workflow, he collaborates with advisors to systemize and streamline internal practice procedure. Shane had acquired his series 7, 66, and Life and Health insurance licenses. He is also a Certified Retirement Planning Counsellor. He holds a Bachelor's Degree in Criminal Justice from Wayne State University.

Dawn has the core responsibility for leading KMG’s Practice Management department. She specializes in developing new systems and processes for advisor practices. She works daily on the structure of each practice by speaking with advisors and their team members. She follows up on assigned roles and responsibilities to make sure the practice is developing steadily and efficiently. With almost 9 years working side by side with advisors and their teams, her specialty is nurturing those relationships. She puts passion into each practices as if it were her own. Dawn earned a Bachelor’s Degree in Integrative Studies from Oakland University. She enjoys quality time with her husband and two young children especially while in the back country with no access to technology.

Brandi is responsible for the day to day operations of the Practice Management department. Her responsibilities include leading the team, conducting meetings with Financial Advisors and their teams, and new client implementation. Brandi has acquired her series 7, 66, and Life and Health Insurance Licenses. She attended Adrian College pursuant to a degree in Elementary Education, Mathematics and Psychology. In her spare time, Brandi enjoys spending time outdoors, geocaching, gardening, baking and preserving the harvest.

Tricia assists in the day to day operations of the Practice Management department. Her responsibilities include conducting meetings with KMG clients and providing support to the department. She has 10 years of financial services experience and has earned her Bachelor’s Degree in Leadership and Management from Rochester College. In her spare time, Tricia enjoys sporting events, wine and craft beer tasting, concerts, and travel.

The Practice Management (PM) team welcomed Jenna Walczak as another PM Coach on May 25th. Jenna comes to us from the corporate office of Flagstar Bank. Jenna was with Flagstar for 6 years and prior to that was a teacher. She has a Bachelor of Science in Elementary Education and a Bachelor of Communications. Jenna’s background working with businesses of all sizes as well as her experience in teaching and leading small groups will only add value to the work we are doing with you. Jenna innately focuses on organization and process improvement. She is looking forward to bringing this talent to you!

Vicki assists in the day to day operations of the Practice Management department as well as in overall KMG client relationship support. Her responsibilities include coordinating with KMG clients and internal team members to assist in creating a smooth and consistent experience for all parties involved. Vicki has been in the financial planning industry since 2002, and holds her series 7, 63, 65, 31 and Life and Annuities Insurance licenses. Orignally from Florida, she earned a degree in Business Administration and Management from St. Petersburg Junior College. Vicki enjoys spending time with her family and pets, being outdoors, and is a big Florida State Seminoles football fan.

Jessica is responsible for the day to day operations of the Outsourcing department. Her responsibilities include leading the team, preparing investment portfolios, running proposals through multiple financial planning and investment tools, and tracking business using KMG’s tracking tools. Jessica holds a bachelor’s degree Business Administration from Alma College. In her spare time, Jessica enjoys spending time with her family, and friends, playing soccer, biking and traveling to her favorite place in Michigan, Traverse City.

Jenny assists in the day to day operations of the Case Management department. Her responsibilities include preparing investment portfolios, running proposals through multiple financial planning and investment tools, and tracking business using KMG’s tracking tools. Jenny has acquired her Series 7, 66, and life and health insurance licenses. She holds a bachelor’s degree in Economics and Management from Albion College and a Master’s of Science in Finance from Walsh College. In her spare time, Jenny enjoys spending time with her family and friends, riding her bike, running, and traveling.

Melissa assists in the day to day operations of the Case Management department. Her responsibilities include preparing investment portfolios, running proposals through multiple financial planning and investment tools, and tracking business using KMG’s tracking tools. Melissa has acquired her Bachelor’s Degree from Oakland University. She has worked in finance primarily in the banking industry for several years. In her spare time, Melissa enjoys being outdoors biking or walking, exploring new places, camping, and spending time with family and friends.

Travis assists in the day to day operations of the Outsourcing Department. He is directly involved in creating and delivering financial plans as well as other client documents and reports. Travis has received a Bachelor’s degree in Economics from Michigan State University. He is a passionate sports fan, especially anything involving Michigan State and in his spare time, Travis likes to be on the golf course as well as spending time with friends and family.

Angela assists in the day to day operations of the Case Management Department. She is responsible for preparing documents and presentations for client meetings. Angela holds a Bachelor’s degree in Business Management from American Public University. She has worked in the Finance Industry for the past 7 years. She enjoys spending quality time with her husband and two children and also being active outdoors.

Andrea assists in the day to day operations of the Case Management Department. She is responsible for preparing documents and presentations for client meetings. Andrea graduated from Michigan State University with a Bachelor’s Degree in economics with a minor in business. After her time at MSU she lived in Chicago for over a year before moving back to Michigan. In her spare time, she enjoys spending time with family and friends, and traveling.

JC assists in the day to day operations of the Case Management Department. He is responsible for preparing documents and presentations. JC holds a Bachelor of Arts in Economics from the University of Michigan. He enjoys playing golf, working out, and doing as much as he can with his two dogs.

Francesca assists in the day to day operations of the Case Management department. Her responsibilities include preparing investment portfolios, running proposals through multiple financial planning and investment tools, and tracking business using KMG’s tracking tools. Francesca has worked in finance primarily in the banking industry for several years. In her spare time, she enjoys walking her two dogs, exploring new places, watching movies, and spending time with family and friends.

Katherine’s primary roll is to process business for a number of KMG clients. She prepares and processes forms and follows up to ensure their successful conclusion. Katherine is happily married, the mother of three grown children and has three grandchildren. If she has any spare time, she’d love to take a nap.