Real Life Experience and Advice
Real Life Experience and Advice
How to break through the wall and scale your financial services business.
Learn how to scale and monetize your financial services business for millions through real life practices.

About Lumina Consulting
Lumina in Latin means to “to bring light”. At Lumina Consulting we do exactly that for your business. Our mission is using our “real life” experiences to help you identify issues, develop solutions, and provide guiding ideas that accomplish the desired objectives of your business. In short, we are here to bring “light” to unique solutions meeting your needs.
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.
About Lumina Consulting
Lumina in Latin means to “to bring light”. At Lumina Consulting we do exactly that for your business. Our mission is using our “real life” experiences to help you identify issues, develop solutions, and provide guiding ideas that accomplish the desired objectives of your business. In short, we are here to bring “light” to unique solutions meeting your needs.
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.
About Lumina Consulting
Lumina in Latin means to “to bring light”. At Lumina Consulting we do exactly that for your business. Our mission is using our “real life” experiences to help you identify issues, develop solutions, and provide guiding ideas that accomplish the desired objectives of your business. In short, we are here to bring “light” to unique solutions meeting your needs.
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.
Wealth Managers
See what becoming a high performing wealth management firm looks like.
Wealth Managers
See what becoming a high performing wealth management firm looks like.
Asset Managers
See what partnering with lumina can mean for your RIA clients
Asset Managers
See what partnering with lumina can mean for your RIA clients
Business Owners
Let us guide you to maximize your life’s work.
Business Owners
Let us guide you to maximize your life’s work.
Insights
Become more knowledgeable on industry topics and best practices.
About Lumina
Learn more about the industries behind Lumina.