Know exactly who’s in your corner

Michael as a nationally recognized business development consultant and recruiter for Broker Dealers, RIAs and Advisors in the Financial Services industry and Wall Street brokerages, is committed to guiding Advisors from inception through on-boarding. Michael’s methodology as the Advisor’s Consultant and Coach, ensures successful Advisor transitions which have the greatest benefit to their practices, while being mindful of boundless ongoing growth both professionally and personally.

Samantha is known for acting as a trusted advisor and cultivating relationships with well-regarded employers in the execution of strategic team development and retention processes. Her path to success involves blending highly disciplined management practices with a street-level understanding of an industry, gained through the personal investment of time in getting to know the people and terminology of a sector. In this regard, Samantha is renowned for her abilities in successful small business startups from concept to completion, contract negotiation and lucrative revenue growth for large corporations, and as executive leadership on corporate mergers/acquisitions.

Prior to joining Terrana Group in 2018, Samantha founded her own national executive search firm that specialized in the engineering field that included serving the unique needs of America’s military veterans, through transitioning their accomplished military experience to a professional civilian career.

Samantha is committed to finding new ways to add value to client relationships. To this end, Samantha earned a professional certification in mergers and acquisitions (M&APC). The certification represents a significant professional elevation for Samantha.

Having been where the Advisors are, Marcus has a tremendous appreciation for the work financial advisors do to serve their clients and has a strong reputation as a true advocate for the advisors he works with. Marcus builds deep relationships with advisors, understanding that each advisor has a distinct vision for their dream practice. His passion and focus are finding the right home for each advisor having the ability to better serve their clients while making their own dream practice a reality. His extensive work in advisor development and client experience at U.S. Bancorp as well as his practice management and digital transformation success at Peerless Practice brings an appreciated level of value that advisors instantly relate to.

As a student of the wealth management space, Marcus understands the ever-changing industry landscape and the challenges and opportunities those changes present. He is proud of the work he has done helping advisors’ future proof their business with scalable practice management foundations and leveraging technological efficiencies. Understanding that technology is the biggest driver of change in the business, Marcus knows that advisors that can best position technology to create efficiencies in their practice and optimize their clients experience will break away from their peers and lead the way. You can trust that Marcus understands how the process of finding the right home with the best fit works, always keeping growth and practice value in the forefront. So, whether that firm is a Broker-Dealer, Hybrid, or RIA, having the guide with experience to unveil the correct path without missteps is the most efficient way each advisor’s and/or team’s practice transitions to their forever firm as smooth as possible.

Maria has an extensive sales background, starting her career in radio advertising working for McGavern Guild/Interep for seven years. After working in exclusive brand sales at Chanel, Gucci and Ermenegildo Zegna, traveling the globe, Maria transitioned to industrial safety sales when she settled in Chicago and started her family.

Maria is more than energized to master the TG processes of consulting and recruiting in the financial services industry. Her excitement to collaborate, perfectionistic approach and sense of urgency makes Maria a valuable support and recruiting asset of our team.

His focus is on creating infrastructure that is resilient, understandable, and dependable in real-world conditions. He works at the intersection of cloud, identity, and operations to ensure executives and business-critical systems have reliable access without unnecessary friction, while keeping environments compliant, audit-ready, and stable at scale.

He approaches infrastructure with a strong bias toward stability and clarity, focusing on thoughtful change, risk reduction, and long-term reliability. His goal is to build Microsoft environments that are secure by design, straightforward to operate, and dependable for the teams that rely on them.

Having joined the TERRANA GROUP in the summer of 2016 with a business operations and client engagement background, Ryan finds it very rewarding to successfully match our client firms with its next key player by addressing the direct needs of both candidate and client.

With over 30 years of experience, working at such firms as UBS, BNY Mellon Pershing, Piper Jaffray, and US Bancorp Investments, Steve has exposure to a diverse variety of B/D and RIA platforms. He is well aware of the positives and the challenges of each delivery channel and able to help Advisors select the best approach to take their practices to the next level and beyond.

Steve expertly focuses on providing information and education to Advisors guiding them across the multitude of platforms available to affiliate their practices in today’s financial services industry. You can be sure Steve will help you identify and select the right opportunity that fits your needs today and well into the future.

He began his career at Merrill Lynch in 1979, holding leadership roles through 2005 before joining A.G. Edwards (later Wells Fargo Advisors) to lead advisory teams across Chicago and the Midwest. In 2021, he brought his expertise to Ameriprise Financial, continuing his commitment to helping Advisors grow and succeed.

Having hired and coached Advisors at two major national firms and a leading super‑regional, Patrick understands how organizations approach growth, compensation, and support. He uses those insights to guide Advisors through due diligence, offer evaluation, and transition planning, helping them negotiate and structure more strategic, rewarding moves.

Since 1992, TERRANA GROUP has been one of the industry’s longest‑tenured recruiting firms, supporting thousands of Advisor transitions nationwide. Patrick combines that institutional knowledge with a consultative, modern approach that empowers Advisors to make confident, well‑informed career decisions.

Patrick holds a bachelor’s degree in finance from Indiana State University and an MBA from Washington University in St. Louis. He maintains an unblemished professional record, with credentials available through FINRA BrokerCheck. Outside of work, he enjoys family time, fine dining, great wines, reading, playing acoustic guitar, and the occasional round of golf.

A graduate of Washburn School of Law, Joe spent many years practicing law, contributing to landmark decisions that continue to shape Kansas law today. His work included hundreds of prosecutions and numerous appearances before the Court of Appeals and the General Assembly.

Upon returning to the Chicagoland area, Joe initially took a short-term position in the staffing industry. However, he soon discovered his true passion for this field, and over the past 15 years, he has dedicated himself to helping both firm clients and candidates navigate the staffing and recruiting landscape.

Joe’s mantra, “We all need to make money for any of us to make money,” underscores his commitment to ensuring win-win results for all parties involved. His dedication and passion make him a trusted advisor, particularly for those who are anxious about making significant career changes. Working with Joe means having a professional who not only understands the intricacies of the transition process but also aims to exceed expectations, often leaving Advisors to remark, “I wish I had made this move sooner!”

Throughout her career, Stephanie has partnered with business leaders, executives, and professionals to identify opportunities, build meaningful relationships, and support organizational growth. Her experience includes recruiting across financial services and mortgage lending, developing talent strategies, cultivating professional networks, and supporting business development initiatives. This breadth of experience gives her a valuable perspective on the considerations that influence an advisor’s career decisions and long-term business goals.

At TERRANA GROUP, Stephanie works to connect financial advisors with opportunities aligned with their individual ambitions, practice objectives, and vision for the future. She understands that a transition involves more than evaluating firms or compensation packages; it requires thoughtful consideration of culture, independence, resources, client relationships, and long-term growth potential. Her consultative, relationship-focused approach emphasizes discretion, clear communication, and a personalized process designed to help advisors make informed decisions for themselves and their clients.

Stephanie is passionate about building trusted professional relationships and helping people recognize opportunities that support their next stage of growth. Through TERRANA GROUP’s extensive national network and deep industry relationships, she is committed to helping advisors explore their options and navigate the evolving financial services landscape with greater clarity and confidence.

Outside of her professional work, Stephanie is committed to community involvement and volunteer service, including supporting organizations such as Nourishing Hope and the Boys & Girls Club.

Before joining Terrana Group, Andy built a diverse career spanning recruiting, operations, and transportation logistics, holding leadership roles with a leading insurance carrier, Sanchez Agency, and the Lear Corporation. His broad business background, combined with his experience as a successful entrepreneur and small business owner, gives him a unique perspective on the challenges Advisors and business owners face when evaluating growth, transition, and succession opportunities.

Andy earned a Bachelor of Business Administration in Management with a concentration in Production and Operations Management from The University of Texas at El Paso. While at UTEP, he competed as an NCAA Division I tennis athlete, an experience that helped shape the discipline, perseverance, teamwork, and competitive drive that continue to define his professional approach today.

At Terrana Group, Andy is dedicated to helping Advisors and wealth management firms achieve their long-term goals by providing strategic guidance, industry insights, and access to opportunities that align with their professional, financial, and personal objectives. Known for his relationship-driven approach, integrity, and commitment to client success, Andy works closely with clients to create successful long-term outcomes throughout every stage of the recruiting and transition process.

With more than 30 years of experience in marketing, commercial leadership, brand development, and operations management, Laura brings a unique blend of corporate expertise and creative communication skills. Throughout her career, she has held senior leadership positions across internationally recognized consumer brands, leading business growth initiatives, product launches, market expansion strategies, and cross-functional teams.

At Terrana Group, Laura plays a key role in developing content that helps financial advisors stay informed about industry trends, succession planning, mergers and acquisitions, recruiting opportunities, and practice growth strategies. Her ability to translate complex industry topics into engaging and informative content helps strengthen the firm’s connections with advisors and industry professionals nationwide.

Laura holds a Master’s Degree in International Management and a Bachelor’s Degree in Business Administration with a specialization in Marketing from ITAM. Her professional background combines strategic thinking, business development, operational leadership, and a passion for effective communication.

Naveed’s areas of past investment focus include Private Client and Family Office Investment Management, Estate Planning Strategies, Retirement Plan Services, Business Succession Planning, and Insurance Services, including executive compensation and annuities.

Naveed’s previous experience includes working as a commercial real estate professional and owner of a consulting firm that specialized in equity financing deals.

Naveed is a Graduate of the Certified Financial Planner program at DePaul University and studied Business Administration and Finance at Capella University. Further, Naveed holds Registrations and Designations which include Series 7, Series 63, Series 65, Series 24, Illinois Heath and Life insurance broker, Illinois Real Estate Managing Broker, Financial Planning Association (FPA) and Investment Management Consultants Association (IMCA).

Naveed has three children (Triplets) which are all currently attending Ohio State University in Columbus.

At TG, Naveed now concentrates his skills on consulting and managing our top-level candidates through the numerous options available for today’s Advisors. He firsthand realizes that there are no shortcuts when it comes to considering a transition, making a move to a new firm, or building an RIA practice which takes expertise, dedication, and commitment. Naveed offers industry insights, detailed breakdown of current market conditions, and a clear understanding of your personal and professional goals. He’ll ensure that your next step is the right move into a wonderful culture and the precise fit for your career path.

Frank will now focus his time and efforts at Terrana Group, consulting and guiding our advisor candidates; helping them navigate through the myriad of choices, ensuring they find the perfect fit for themselves and their clients, and working in leadership with our clients and talented team.

Barbara started her career in the publishing industry and worked for Springer-Verlag New York, Inc. as an administrative assistant for eight years. After a short stint at the Louis Vuitton corporate offices, Barbara transitioned to education when she started her family.

Barbara remains excited to consistently learning and mastering the TG process of consulting and recruiting in the financial services industry. Her eagerness to collaborate and quick study nature makes Barbara a valuable support asset of our team who very responsibly oversees daily TG support operations.

A native of Little Rock, Arkansas, Bob frequently provided financial market and business analysis for regional broadcast as well as national and local print media outlets. Bob was a regular contributor to KTHV Channel 11 This Morning show, KATV Channel 7’s Daybreak and Good Morning Arkansas shows offering consumer business and finance information for viewers. Additionally, Bob regularly wrote commentary on the investment markets and local companies for the state’s major daily paper.

Bob currently serves as Treasurer of the Board of Directors of the Museum of Discovery and is a member of the Little Rock Air Force Base Community Council. He has served as president of the Board of the Children’s Museum of Arkansas, on the Board of Directors of the Arkansas Chapter of the National Multiple Sclerosis Society, on the Greater Little Rock Chamber of Commerce and on the Board of the Friends of KLRE/KUAR (our local National Public Radio affiliate).

Bob received his Bachelor of Science in Marketing from the University of Arizona Business School in 1983. He is past president of the Arkansas Chapter of the University’s Alumni Association.