ABOUT US
A nationwide team. A personal approach.
Specialized recruiting and consulting for financial advisors, teams, and wealth management firms.
ABOUT US
A nationwide team. A personal approach.
The relationship matters as much as the opportunity.
We built DoubleBack to work personally with experienced financial advisors and teams as they evaluate their next move.
My background includes 20 years in financial services, 7 years in recruiting, and 3 years in wealth advisor recruiting. That experience shapes the questions I ask about your practice—and the firms we consider together.
Our nationwide network includes current and former wholesalers, operations consultants, attorneys, and other wealth management specialists. These relationships bring practical perspective to firm selection, business operations, and transition planning, while our team stays personally involved throughout the recruiting process.
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