Meet your go-to business consultants who are ready to listen, learn, and help.

ADVISOR CONSULTING TEAM

Our Advisor Consulting Team provides industry-leading expertise to help you grow a thriving practice. They keep you and your clients in mind throughout the engagement, directing a one-of-a-kind experience with you and for you every step of the way.

Advisor Consulting Team
Team members by zip code
Sales Strategy Team
Chris Engel
Chris Engel
Senior Vice President, Advisor Consulting, Strategic Growth & Solutions
Tim Brand, CFA®, CAIA®
Tim Brand, CFA®, CAIA®
Senior Vice President, Advisor Consulting, Sales & Distribution
David Lien, CAIA®
David Lien, CAIA®
Vice President, Advisor Consulting, Internal Sales & Operations
Will Naas
Will Naas
Regional Consultant, Strategic Relationships
Dan O’Toole
Dan O’Toole
Advisor Consulting, Strategic Initiatives
Regional Consultants
Kevin Bosch
Kevin Bosch
Senior Regional Consultant
Ross Emrick, BFA
Ross Emrick, BFA
Senior Regional Consultant
Joe Tocyloski
Joe Tocyloski
Senior Regional Consultant
Ron Francisco
Ron Francisco
Regional Consultant
Blake Holbrook
Blake Holbrook
Regional Consultant
Josh West
Josh West
Regional Consultant
Cody Holbrook
Cody Holbrook
Senior Internal Consultant
Byul Jheong
Byul Jheong
Internal Consultant
Troy Oehler
Troy Oehler
Internal Consultant
Kendall Theil
Kendall Theil
Internal Consultant

Requests for Information

We strive to provide you with the information and data you need in a timely manner to ensure the stability and transparency of our partnership with you. For all of your Request for Information (RFI) and Due Diligence Questionnaire (DDQ) needs, please reach out to our RFI team at [email protected].


 Join Our Team

If working in the investment management field sounds like something you’d love to do, you’re in luck. We’re hiring qualified candidates! Explore our open positions and advance your career with Meeder.



Current Openings

Contact

Looking for someone specific? Find their contact information in the Advisor Consulting Team section above.

Not sure who you need to talk to? No problem. Just complete the form below and we’ll be in touch.