Real Life Experience and Advice
Using our past experience, we help financial professionals take control of the client experience, grow and build business of great value so that they can in turn do well for their clients
Real Life Experience and Advice
Using our past experience, we help financial professionals take control of the client experience, grow and build business of great value so that they can in turn do well for their clients
How to break through the wall and take control of the client experience, end turnover and build a business you can monetize at the end of your career.
Lumina has now helped more than 20 wealth professionals who worked at some of the nations largest private banks. We can help you look at growth options as well.
Timothy Kneen
Tim has a diverse background of creating growth strategies, merger and acquisition work and executing business best practices. He created, grew and sold a Top 100 Registered Independent Advisory practice as well as created and sold multiple businesses for himself in industries as diverse as fashion, financial services and manufacturing. Today, Tim runs his own family office and provides consulting to others focusing on bringing his experiences of being a business owner to other business professionals and financial advisors around the country.
Maxwell Smith
Max’s core experience has been based in the financial industry. He lead the sales and merger and acquisition team of a Top 100 Registered Independent Advisory practice and also is seasoned in transition management, operational best practices and succession planning. Today, Max focuses on bringing his experiences to financial professionals around the country in regards to merger and acquisition strategy, operational and technology best practices and sales training. He also assists business owners outside the financial industry find unique solutions to the issues facing them today.
Jeff Shipley
Jeff has built a career on the premise of developing others to achieve their fullest potential. He has had the privilege of recruiting, hiring, developing, promoting, coaching and advancing truly gifted professionals. He is now honored to advise these incredibly gifted professionals as they work toward their life’s goal: building their own business. He has the awesome duty of helping successful advisors develop their business plans, secure capital, prepare and ultimately launch their new business. These advisors are on a journey to helping their clients create their best life, through advising, planning and executing sound plans to achieve their goals.
Timothy Kneen
Tim has a diverse background of creating growth strategies, merger and acquisition work and executing business best practices. He created, grew and sold a Top 100 Registered Independent Advisory practice as well as created and sold multiple businesses for himself in industries as diverse as fashion, financial services and manufacturing. Today, Tim runs his own family office and provides consulting to others focusing around bringing his experiences of being a business owner to other business professionals and financial advisors around the country.
Maxwell Smith
Max’s core experience has been based in the financial industry. He lead the sales and merger and acquisition team of a Top 100 Registered Independent Advisory practice and also is seasoned in transition management, operational best practices and succession planning. Today, Max focuses on bringing his experiences to financial professionals around the country in regards to merger and acquisition strategy, operational and technology best practices and sales training. He also assists business owners outside the financial industry find unique solutions to the issues facing them today.
Jeff Shipley
I am now honored to advise these incredibly gifted professionals as they work toward their life’s goal: building their own business. I have the awesome duty of helping successful advisors develop their business plans, secure capital, prepare and ultimately launch their new business. These advisors are on a journey to helping their clients create their best life, through advising, planning and executing sound plans to achieve their goals.
Timothy Kneen
Tim has a diverse background of creating growth strategies, merger and acquisition work and executing business best practices. He created, grew and sold a Top 100 Registered Independent Advisory practice as well as created and sold multiple businesses for himself in industries as diverse as fashion, financial services and manufacturing. Today, Tim runs his own family office and provides consulting to others focusing around bringing his experiences of being a business owner to other business professionals and financial advisors around the country.
Maxwell Smith
Max’s core experience has been based in the financial industry. He lead the sales and merger and acquisition team of a Top 100 Registered Independent Advisory practice and also is seasoned in transition management, operational best practices and succession planning. Today, Max focuses on bringing his experiences to financial professionals around the country in regards to merger and acquisition strategy, operational and technology best practices and sales training. He also assists business owners outside the financial industry find unique solutions to the issues facing them today.
Jeff Shipley
I am now honored to advise these incredibly gifted professionals as they work toward their life’s goal: building their own business. I have the awesome duty of helping successful advisors develop their business plans, secure capital, prepare and ultimately launch their new business. These advisors are on a journey to helping their clients create their best life, through advising, planning and executing sound plans to achieve their goals.
Wealth Managers from Private Banks
See what becoming a high performing wealth management firm looks like.
Wealth Managers from Private Banks
See what becoming a high performing wealth management firm looks like.
Business Owners
Let us guide you to maximize your life’s work.
Business Owners
Let us guide you to maximize your life’s work.
About Lumina
Learn more about the industries behind Lumina.