Reinventing FA Business Models.  Today.
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People and Partners

Kim Redmon - Founder & President


Kim Redmon, President of KAR Consulting, Inc., founded the company in 2010. As Founder & President, her goal is to aid financial advisors in reinventing and shaping the future of the their business models. KAR Consulting focuses on the real issues, problems and opportunities in reinventing the FAs practice from a transactional business model to a true advisory model with tangible results. KAR Consulting represents the culmination of Kim's unique advisory industry experience with over 17 years at MSSB (and it’s predecessors). Most recently, Kim was an Associate Divisional Director for Consulting Group (CG) at MSSB where she had oversight for a 17 state division. She created and delivered sales and training programs and strategy to increase assets in advisory, to increase the return on those assets by pricing appropriately, and to increase the participation of advisors in advisory programs. Kim started her career in 1993 at Smith Barney Shearson in Northern CA as an Investment Analyst for two elite advisory teams. Her focus was on portfolio performance measurement, asset allocation modeling, portfolio optimization, asset manager research and client relationship management. She continued in her role as an Investment Analyst with a move to the Chicago area and ultimately became the Midwest Divisional Analyst for Consulting Group before taking on the role of CG Regional Director where she was responsible for advisory sales and distribution for 3 states with 700 advisors. Consistently ranking #1 in new assets to advisory, retention of assets in advisory, and new product sales, Kim was named CG Regional Director of the Year in 2006. Kim is widely recognized in the advisory services industry as a leader and regularly speaks at regional and national meetings as an authority on the topic. She received her BS degree in Math from the Arizona State University and the CIMA© (Certified Investment Management Analyst) designation from the executive program at Wharton. She currently resides in Schaumburg, IL with her husband, Dan, and 3 children, Anna, Megan and Donny.

Contact Kim
847.895.0656
kim@karconsultinginc.com


Denise Wypiszenski - KAR Strategic Partner

Denise Wypiszenski serves as President of Orchid Network LLC, an executive search and consulting firm, and as a KAR Consulting Strategic Partner. As a strategic partner, she acts in a consultative role to provide strategic direction and to expand the company’s footprint by connecting KAR Consulting with wealth management and asset management companies where needs exist for advisory transition and pricing initiatives. Before founding Orchid Network LLC, Denise spent over 17 years in the financial services industry. Most recently, she was Chief Operating Officer / Managing Director of Robert W. Baird's Private Wealth Management (PWM) business. She oversaw Financial Advisor and Branch Manager recruiting and transition, resulting in the identification and hiring of key talent essential to expanding Baird's footprint nationwide. She helped shape and communicate PWM's strategy to key business partners. Denise also had direct responsibility for critical strategic initiatives including alignment of product and services support, professional development, marketing and sales efforts, and business development. Denise started her career in 1993 as a successful Financial Advisor with Smith Barney in Omaha, NE. Throughout her career, and several relocations with MSSB (and predecessor firms), she was promoted to several senior/executive management positions ranging from branch and sales management to recruiting and operations. Her successful career followed the path of Financial Advisor, National Training Officer, Branch Management, Director of National Recruiting, and COO - Western Division. Denise is a member of the Commercial Advisory Board for Pinstripe Inc., an RPO provider. She holds a BSBA degree from the University of NE at Omaha where she graduated cum laude with a double major in Finance and Banking. She currently resides in Naperville, IL, with her husband, Joe, and two children, a high-school sophomore, and a freshman at Miami University of OH.

Contact Denise
630.219.4120
denise@orchidnetworkllc.com


John P. Cianciulli - KAR Alliance Partner

John P. Cianciulli, President of Team Edge Consulting, designs and delivers consulting and coaching solutions for Wealth Advisory firms and teams in the financial services industry. John has over 20 years of industry experience with Morgan Stanley and predecessor firms. In his most recent role as the Director of Team Development and Practice Management, John led the firm’s initiatives to form and develop industry-leading Wealth Advisory teams. He was the architect and keynote presenter at several of the firm’s Financial Advisor programs and he has personally coached many of the firm’s top producing advisors and teams, including those in the Barron’s Top 100. In John’s previous roles as a successful Smith Barney Financial Advisor, Branch Manager, Team Consultant and Manager of FAA Training, he gained hands-on experience that has provided insights into the strategies, tactics and behaviors that distinguish the industry’s top performers. John utilizes his certification as a Certified Professional Behavioral and Values Analyst to guide teams with their group dynamics, role delineation and communication. John has an MBA in Finance from Drexel University and a BA in Business from Penn State.

Contact John
610-793-1144
john@teamedgeconsulting.com


Our Coaches

Dan Umansky - VP, FA Business Model Consultant

Dan Umansky serves as a Business Model Consultant for KAR Consulting.  His role is to assist financial advisors in shaping the future of their business models through our coaching programs. Dan brings over 23 years of financial services industry experience to the KAR coaching team.  Prior to joining KAR, Dan was a Vice President of Business Consulting for LPL financial.  He led a team of practice management consultants for a region comprised of 19 states, 420 branches and 2000 advisors and focused on assisting advisors in envisioning, designing and growing their ideal practices.  Dan started his career as a sales assistant at Merrill Lynch before spending several years in production at Wells Fargo. He transitioned his career attention to working directly with advisors, assisting them with enhancing their knowledge, skill sets and motivation in his role as an advisor trainer and wholesaler with Essex Corporation. Dan also spent 8 years with AIG as a wholesaler and RVP, Business Development for AIG Financial Advisors where he designed and delivered coaching programs for branches and individual advisors. Dan lives in San Diego with his wife and 9 year old daughter, Molly.

Contact Dan
858-240.0492
dan@karconsultinginc.com

Lynda Green - VP, FA Business Model Consultant

Lynda serves as a Business Model Consultant for KAR Consulting.  Her role is to assist financial advisors in shaping the future of their business models through our coaching programs.  Lynda brings over 23 years of financial services experience to KAR.  In 1989, she started as a Financial Consultant with Merrill Lynch in Los Angeles, CA. She transitioned her business to Smith Barney where she built a substantial consultative financial and retirement planning practice.  Lynda has spent the last 12 years in various management roles on the East Coast and in the Midwest.  She has worked with 1000s of advisors to grow their businesses, run more efficient practices and increase their competencies in her roles as a Divisional and National Training Officer, a Branch Manager, and a Business Development Manager, and at one point was responsible for leading the team of officers of the firm’s Professional Development Group.  Lynda holds a BS degree in mathematics from UCLA.  Prior to the financial services industry, she was a financial analyst for CBS/MTM Studios and an associate engineer on the space shuttle at Rockwell International.  Lynda currently resides in Birmingham, MI, with her husband, Mike.  They have four-year old twins, and a junior at Chaminade University.


Contact Lynda
617-290-6914
lynda@karconsultinginc.com


Our Marketing and Support

Kammy McClurg - First VP, Director of Marketing and Operations

Kammy McClurg serves as an FA Business Model Associate as well as our phone receptionist.  She is responsible for office management, hospitality, scheduling and confirming meetings, and preparing materials for all workshop programs, speaking engagement presentations and coaching engagements.  In addition, she provides support to the firm’s consultants, specialists and marketing function by handling key administrative and servicing functions. She oversees the firm’s marketing and social media plans and project implementation; client communications and appreciation activities; event management and community involvement, all with an eye on keeping our clients’ experience at the forefront.  In this role, she supports the development and management of the company. Ever focused on the team approach, Kammy continually looks for ways to align details with people for a positive client experience.  Kammy joined KAR in 2011 with more than 25 years of experience in the hospitality industry, including guest and policy servicing as GM of a private restaurant corporation in Nashville. She enjoys walking her dog along Lake Michigan, reading autobiographies and global travel. Her passions include theater patronage and giggling with her nieces and nephew.  Kammy is a Northern California native who enjoys exploring the great city of Chicago.

Contact Kammy
847-895-0656
kammy@karconsultinginc.com