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Our Team

Ryan ShanksRyan N. Shanks
Founder & CEO - Massachusetts
Direct: 413.754.3254
ryan@finetoothconsulting.com
LinkedIn

Ryan is the firms Founder and CEO.  He started Finetooth Consulting in November 2006 as he recognized a need for advisors to have someone represent their interests in the market, much like the representation of an athlete by a sports agent. He has spent the past 15 years consulting with Financial Advisors, Registered Investment Advisors and Broker-Dealers.  Ryan is also the Co-founder of JoinAFirm.com, an online recruiting service that helps financial advisors and firms connect, allowing advisors a turnkey transition to independence by joining existing firms.  Before Finetooth, he was VP of Business Development for Associated Securities Corp., an independent Broker-Dealer located in Los Angeles, CA. At Associated, he was responsible for national recruiting and branch office development.  As a member of the executive team, Ryan helped launch the merger and acquisition initiative, which allowed the firms advisors to purchase other books of business. Prior to Associated, Ryan was Director of Recruiting for First Financial Planners, an independent Broker-Dealer located in Chesterfield, MO. During his tenure, Ryan has worked hard to earn a reputation in the industry for his ethical approach to the business as well as his unique ability to provide win-win solutions for all parties. Ryan and his wife Lauren live in Longmeadow, MA, where Lauren grew up as a child. They are proud parents of two sons and a daughter.

Aaron HaslerAaron D. Hasler
Managing Director - Minnesota
Direct: 612.208.0653
ahasler@finetoothconsulting.com
LinkedIn

Aaron brings 12 years of industry experience to Finetooth, most recently as a Regional Director of Branch Development with LPL Financial.  Prior to LPL, he was the Regional Vice President of USAdvisors Network, a professional supervisory marketing and practice development firm. A background in compliance and business process management, as well as developing small to mid-sized businesses allows him to understand the advisor experience.  Aaron and his wife Melissa live in Minneapolis, MN where they are enjoying parenthood with their two sons. 

Mike KnoebelMike Knoebel
Managing Director - Florida
Direct: 407.996.4317
mknoebel@finetoothconsulting.com

Mike provides 15 years of financial services experience to Finetooth and manages the firms Growth Center, which is a 2,000 sq ft center in Florida.  The Growth Center services retained clients who are interested in targeted recruiting and acquisition leads across th country.  He is the Co-Founder of MTG, which specialized in recruiting high net worth financial advisors to wire-house, regional and independent firms. Mike has been recruiting Financial Advisors for 8 years and was a producer with Morgan Stanley for 4 years. He has successfully recruited over 500 financial advisors, specifically within the regional & wire-house marketplace. He received his degree in Economics from the University of Florida. Mike lives in Orlando with his wife and their three children and enjoys golfing, fishing and spending quality time with family.

 


 

 

Advisory Board Members

Craig KatzCraig Katz - New Jersey
Craig has been working in the financial industry for twelve years, with the majority of his career focused on helping firms service the financial intermediary channels utilize information to maximize their distribution, marketing and recruiting efforts.  Craig is SVP, Institutional Sales for Meridian-IQ, a provider of the most up-to-date database of Registered Investment Advisors on the market.  Prior to Meridian-IQ, Craig spent over seven years with Discovery Database.  As their second employee, Craig was instrumental in growing the firm into the industry leading database provider.  Prior to joining Discovery Database, Craig spent four years as a national accounts manager and relationship manager for Farley Business Magazine Specialists.  He was responsible for national advertising sales for several publications, including the Journal of Financial Planning, the flagship publication of the Financial Planning Association (FPA). Within two years, he successfully expanded the advertising revenues of the Journal for Financial Planning over 450%. Craig's career began as an account manager with Ziff-Davis Publishing Company. Craig holds a B.S. degree in Communications from Boston College.

Greg MilamGreg Milam - Georgia
Greg has spent the past 10 years with Manheim, the world’s largest provider of vehicle remarketing services. In his current role as Senior Project Manager, he has been responsible for installing the companies remarketing concept within the rapidly growing People’s Republic of China. Greg manages the construction, business development and operations in Beijing. Prior to Manheim, he was a Senior Associate with Porter Keadle Moore, LLP (PKM), a leading Atlanta accounting firm offering services in audit, tax, risk advisory, information technology infrastructure and management consulting. At PKM, he performed annual audits for clients in banking, financial services and residential construction. Before PKM, Greg was an Associate with Reznick Group, ranked among the top 20 public accounting firms in the United States. At Reznick Group, he performed the annual audit process to include preliminary tax work for clients from various industries. He also managed a team project for a large real estate investment portfolio. Greg received his BSBA from Auburn University. He served as President and Vice President of Beta Alpha Psi.  

Maureen MaloneyMaureen Maloney - California
Maureen has more than 15 years experience in regulatory and compliance matters.  Currently, she is Chief Compliance Officer-Retail for Grubb & Ellis Securities, Inc.  Prior to joining Grubb & Ellis Securities, Inc., she was the President and Founder of Compliance Concierge where she provided consulting services to financial services firms.  Previously, she has served as Senior Vice President, Chief Compliance Officer and General Counsel for several independent broker-dealer firms, as well as serving a five year term as a regulator in the Los Angeles branch of Financial Industry Regulatory Authority (FINRA).  Maureen earned her Bachelor of Science degree in Business Administration from the University of Southern California and a Juris Doctor degree from Whittier College School of Law.  She is a Series 7, 24 and 63 and is a member in good standing with the State Bar of California. Additionally, Maureen serves on the Board of Directors for the National Association of Independent Broker Dealers (NAIBD).  She believes in a collaborative partnership with the regulators and seeks to build a strong rapport for the benefit of the financial services industry.

Sam EnglebardtSam Englebardt - California
Sam is Managing Director of Lambert Media Group (LMG), an investment and management company focused on strategic growth opportunities in entertainment, media and technology. At LMG, Sam is responsible for management and strategic oversight of current investments and development of new business opportunities. Before joining LMG, he was Vice President at Alliance Bernstein, one of the world's premiere investment research and asset management companies. Prior to Bernstein, Sam was Executive Vice President at Artfire Films and 7ate9 Entertainment, and a founding partner of Arrival Cinema, where he produced and financed several acclaimed independent films, including GEORGE A. ROMERO'S DIARY OF THE DEAD; PARIS, JE T'AIME and David Mamet's EDMOND. Sam is a licensed attorney in the state of California, having earned his J.D. from Harvard Law School. Before HLS, he studied philosophy, politics and economics at Oxford University and the University of Colorado at Boulder, where he graduated summa cum laude and Phi Beta Kappa. Sam is a trustee of the Becker Family Foundation and a member of the Board of Directors of Variety - The Children's Charity of Southern California.

William FirestoneWilliam Firestone - Connecticut
Bill Firestone graduated with a bachelors of business degree from the University of Massachusetts in 1978. He has been a Professional in the Auction and Appraisal Industry since 1978. In 1998 he established Capital Recovery Group. He has been as expert witness in numerous Bankruptcy Cases and taught seminars for Financial Institutes. He was the first Industrial Auctioneer to broadcast a sale live over the Internet. He is a member of the IAA, MDNA, NAA, ABI, and TurnAround Management.