SEI Communities
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Explore the array of SEI Communities to get connected and build deeper connections with your peers.
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COMMUNITIES program
Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).
For financial professionals only. Not for use with the public. Please check with your Firm or Firm's Home Office prior to requesting access to the SEI Communities.
SEI does not have the ability to discuss investment related topics within the Communities.
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A place to connect and collaborate with like-minded colleagues. A place where we can share stories and chime in on questions to help lead each other to success.
This community is for:
Those who own a RIA
This community is:
A collaborative forum to help fellow RIAs navigate the complexities of running our own businesses
As RIAs, we all have a story to tell. Our passion is helping our clients reach their financial goals. But, as small business owners, that is coupled with the complexities of running our own businesses. That’s why we created the RIA Community.
Tim Golas
Spurstone
Jeff Hwang
Beacon Pointe
SEI RIA Community Governing Group
Robert Pollock, Jr.
Pollock Investment
Advisors
Kathy Troxell
Turning Point
Financial
Chad Staskal
Eagle Wealth Management
Patrick Tucker
True Measure
Wealth Management
Nicole Wasiakowski
Director of Communities, SEI
COMMUNITIES program
Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).
For financial professionals only. Not for use with the public. Please check with your Firm or Firm's Home Office prior to requesting access to the SEI Communities.
SEI does not have the ability to discuss investment related topics within the Communities.
Get connected today.
Back to all communities
Get connected today.
COMMUNITIES program
Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).
For financial professionals only. Not for use with the public. Please check with your Firm or Firm's Home Office prior to requesting access to the SEI Communities.
SEI does not have the ability to discuss investment related topics within the Communities.
Our passion is helping our clients reach their financial goals and as women, we have common advantages and vulnerabilities. We created the SEI Women Advisor Community as a place to connect and collaborate; where we can share stories and assist with questions to help lead each other to success.
This community is for:
Female advisors
This community is:
A community and a collaborative forum to help fellow women advisors share ideas, information and help each other succeed
Lisa A.K. Kirchenbauer
CFP, RLP, CeFT
Founder, President
Omega Wealth Management
Shauna Mace
Managing Director,
Head of Practice Management
Independent Advisor Solutions by SEI
Nicole Wasiakowski
Director of Communities
SEI
SEI Women Advisor Community Governing Group
Cathy Juilfs
CFP, AIFA, CEBS
President & Managing Director
AIS Planning
Melanie Tanaka
CFP
Managing Director &
Founding Partner
Legacy Financial Group
COMMUNITIES program
Our passion is helping our clients reach their financial goals and as women, we have common advantages and vulnerabilities. We created the SEI Women Advisor Community as a place to connect and collaborate; where we can share stories and assist with questions to help lead each other to success.
Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).
For financial professionals only. Not for use with the public. Please check with your Firm or Firm's Home Office prior to requesting access to the SEI Communities.
SEI does not have the ability to discuss investment related topics within the Communities.
Get connected today.
Back to all communities
Get connected today.
COMMUNITIES program
Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).
For financial professionals only. Not for use with the public. Please check with your Firm or Firm's Home Office prior to requesting access to the SEI Communities.
SEI does not have the ability to discuss investment related topics within the Communities.
Back to all communities
Sometimes staying on top of best practices, technology enhancements and running our offices can be challenging – a little help from our partners and peers would go a long way. The SEI Operations Community is a place to connect and collaborate; where we can share best practices and assist with questions to help lead each other to success.
This community is for:
Operations managers, staff, solo advisors – anyone who handles their office operations
This community is:
A community and a collaborative forum to help fellow operations teams share ideas, information and help each other succeed
COMMUNITIES program
Rory Brandon
Operations Manager
Pollock Investment Advisors
Insley Edgar
Practice Manager
St. Johns Asset Management
Daniel Gryp
Advisor Assistant
Generations Financial Advisors
Susan Hansen
Director of Administration
Ciccarelli Advisory Services, Inc.
Amanda Henderson
Operations Manager
Beacon Pointe
Alex Stickelman
Director of Operations & Marketing
Turning Point Financial
Stephanie Reilly
Advisor Success
Team, SEI
Nicole Wasiakowski
Director of
Communities, SEI
SEI Operations Community Governing Group
Sometimes staying on top of best practices, technology enhancements and running our offices can be challenging – a little help from our partners and peers would go a long way. The SEI Operations Community is a place to connect and collaborate; where we can share best practices and assist with questions to help lead each other to success.
Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).
For financial professionals only. Not for use with the public. Please check with your Firm or Firm's Home Office prior to requesting access to the SEI Communities.
SEI does not have the ability to discuss investment related topics within the Communities.
Get connected today.
Back to all communities
Get connected today.
COMMUNITIES program
Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).
For financial professionals only. Not for use with the public. Please check with your Firm or Firm's Home Office prior to requesting access to the SEI Communities.
SEI does not have the ability to discuss investment related topics within the Communities.
Back to all communities