Our team is the perfect mixture of financial industry veterans and professional tradespeople. This blend of accomplished leadership is what makes us stand out from our competition. Get to know each one of us and see how our cohesive talents are the perfect mix to trust with your marketing needs.
Larry Roth is Managing Partner of RLR Strategic Partners, where he works closely with senior management teams and boards of directors across the wealth management space to deliver high-impact strategic growth plans, as well as plan execution support. In addition to strategic planning, Mr. Roth also provides comprehensive M&A advisory solutions, delivered in association with Berkshire Global Advisors, a leading global boutique investment bank focused on mergers & acquisitions for the financial services sector. With three decades of experience in the wealth management industry, Mr. Roth serves RLR’s clients by leveraging the expertise and relationships built over time as a CEO of some of the largest independent firms in the industry; a current and past Board member of widely respected public and private entities; an investment banker who has structured dozens of value-creating transactions; and an entrepreneur who has personally acquired early-stage retail financial advice businesses and grown them to achieve highly successful liquidity events.
As co-founder of White Glove, Dean draws from his more than 25 years of experience as a financial advisor, many of which he spent conducting educational seminars to grow his practice. He provides guidance and direction to the White Glove team on how to effectively market the company’s business growth services. Dean is also the co-owner of InvestWise Financial, a financial firm with half a billion in assets under management.
In his role as co-founder of White Glove, Mike provides strategic counsel on how to successfully grow and diversify the company. Having spent more than 25 years in the trenches as a financial advisor, Mike leverages the experience he gained successfully building his own practice through educational seminars. Mike is also the co-owner of InvestWise Financial, a financial firm with half a billion in assets under management.
For more than 20 years, Jeff has been responsible for generating strategic partnerships, joint ventures, and host beneficiary relationships inside fast-moving organizations and established organizations. Jeff has been with White Glove since its inception in 2015. In his role, he creates strategic partnerships and has developed numerous successful relationships with IMOs, FMOs, and financial associations across the United States and Canada.
Mike is a self-proclaimed serial entrepreneur with a background in strategic business development, operations, startups, and digital marketing. Mike joined the White Glove team in 2016 as the director of marketing and transitioned into the SVP role in April 2020.
As SVP, Head of Technology, Rob Lyons ensures the technology White Glove uses and builds is ready to meet the demands of a growing business. His key areas of focus include application development, data solutions, information systems, and workflow automation. Prior to White Glove, Lyons was VP of Technology at High-Level Marketing.
As SVP, Head of Sales, Gary Bailey is responsible for the continuous development of White Glove’s sales organization. Through the consistent review of our People, Process and Technology, he and his leadership team focus on coaching and development as well as surrounding the sales team with the right culture and tools to win, all while ensuring an effective and efficient process that will allow for the team to scale up. Before coming to White Glove, Bailey was the Senior Vice President of New Originations at Credibly. Bailey is an innovative and results-oriented executive leader with a continuous record of success in building and leading organizations.
As SVP, Head of Product, Scott ensures White Glove's products and roadmap continue to solve real-world problems for advisors looking to engage prospects and clients alike. Scott's professional passion is to de-jargon FinTech and make even the most technical problems approachable to anyone interested. Prior to White Glove, Scott led product teams at eMoney Advisor and worked in Product through the early days and growth of Riskalyze. Outside of the office, Scott is an outdoor enthusiast, and can often be found mountain biking, road biking, or hiking throughout the Sierra Foothills he calls home with his family, friends, and Husky named Wolfy (his adopted name that fit too perfectly to change!)