Talent & Development

BAM’s Talent & Development team offers a wide variety of training and development opportunities for your team. From getting to know the resources available from BAM to learning to tell your story to prospects, the advisor development team can help you feel confident in building your business. This team also provides human resources best practices that are useful in running an office.

Susan Engle

Susan Engle

Advisor Development Manager

Jon Lay

Jon Lay

Talent & Development Specialist

Emily Zuniga

Emily Zuniga

Talent & Development Specialist

Dawn Lynch

Dawn Lynch

Talent & Development Manager

Katlyn Lauf

Katlyn Lauf

Advisor Development Specialist

Tim Maurer, CFP

Tim Maurer

Director of Advisor Development

Shannon O’Toole

Shannon O'Toole

Chief Talent Officer

See more of our team

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