Practice Management

BAM’s Practice Management team helps your firm define and execute long-term strategic growth and professional development objectives through an extensive collection of formal development programs, tools and subject matter experts. You’ll also be assigned a relationship director who will remain a dedicated resource to guide you through the processes and procedures best suited to develop your business. These experienced advisors can answer questions on topics ranging from business development and portfolio management to niche marketing and business succession planning.

Client Development and Growth Strategies

Jeffrey Berridge

Jeffrey Berridge

Onboarding & Integration Operations Manager

Ryne Vickery, CFP<sup>®</sup>

Ryne Vickery

Onboarding & Integration Advisor

Brian Regan

Brian Regan

Onboarding & Integration Manager

Allison Barbieri

Allison Barbieri

Advisor Engagement Specialist

Scot Colgrove, CFP<sup>®</sup>

Scot Colgrove

Onboarding & Integration Advisor

Jim Myers

Jim Myers

Managing Director of Advisor Engagement

Ernest Clark, CPA/PFS

Ernest Clark

Relationship Director

Brian Shapiro

Brian Shapiro

Client Development Manager

Ben Lanning

Ben Lanning

Relationship Director

Human Resources

Jon Lay

Jon Lay

Talent & Development Specialist

Kelly Drury

Kelly Drury

Talent & Development Specialist

Lindsay Pearson

Lindsay Pearson

Talent & Development Manager

Emily Zuniga

Emily Zuniga

Talent & Development Specialist

Dawn Lynch

Dawn Lynch

Talent & Development Manager

Shannon O’Toole Kuhlman

Shannon O'Toole Kuhlman

Chief Talent Officer

Professional Development Team

Susan Engle

Susan Engle

Professional Development Manager

Katlyn Lauf

Katlyn Lauf

Professional Development Specialist

Jim Myers

Jim Myers

Managing Director of Advisor Engagement

See more of our team

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