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Making it easy for service professionals to succeed.

Our Story

White Glove Co-Founders Dean Thurman and Mike Thurman are financial advisors by trade. They relied on the “old school” method of seminar marketing to grow their business for many years. They created print invitations and mailed them to people in an area where they wanted to host an educational seminar. They and their team did all the logistical coordination for the seminar (and if you’ve ever planned a seminar, you know it’s like a mini wedding!). They took on all the upfront financial risk. For a long time, many people would show up excited to learn more about retirement planning.

Then…things changed.

Fewer people attended the seminars, and the ones who did often weren’t people Dean and Mike were hoping to connect with as potential clients. More times than they would like to admit, they put the wrong information on a print mailer. There were times when the weather was awful, and no one wanted to brave the elements for a financial planning seminar. When these scenarios happened, Dean and Mike were out of luck and lost a LOT of money. And, perhaps the biggest challenge of all was Dean, Mike and their team were spending way too much time being event planners and not enough time being financial planners.

They knew there had to be a better way…

Read the rest of our story here →

OUR CORE VALUES

We truly believe these core values accurately represent the White Glove team, and we’re always striving to follow through on these ideals.

Be Humble

Embody a humble + hustle mindset.

Being willing to roll up your sleeves to do work that needs to get done, even if it’s not "technically" part of your job description.

Giving

A giver both at the office and outside of the office.

Selfless attitude and approach to your work.

Flexible

Embrace and accept new challenges and work with a positive outlook.

Ready and willing to pivot directions and experiment to test what does/doesn’t work – not simply stay within your lane.

Passionnovator

Exhibit passion and innovation in your work.

View your job as more than a job that simply pays the bills.

White Glove Core Values

Hear it from us

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CHARITABLE GIVING

We believe in the power of a giving, selfless attitude

(both at work and outside the office).

That’s why we donate $1 per seminar household sold each quarter to several different charitable organizations. Each quarter, a different White Glove department chooses which organizations will receive our donations.

Our Leadership Team

Evan Kramer

Prior to White Glove, Kramer ran KnowFully Learning Group, a private equity-backed, leading end-to-end professional education platform for healthcare, accounting and finance professionals. While at KnowFully, he led the company to 400% growth in less than four years with a successful exit to a large financial investment firm.

Evan Kramer

Chief Executive Officer

Dean Thurman

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.

Dean Thurman

Co-Founder

Mike Thurman

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.

Mike Thurman

Co-Founder

Jeff Grail

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.

Jeff Grail

Co-Founder

Michael Ashley

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.

Michael Ashley

Senior Vice President, Product & Operations

Rob Lyons

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.

Rob Lyons

Senior Vice President, Head of Technology

Gary Bailey

As SVP, Head of Sales, Gary Bailey is responsible for the continuous development of the White Gloves 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.

Gary Bailey

Senior Vice President, Head of Sales

John Johnson

As Managing Director of Business Development, John Johnson works to identify and develop new business opportunities for White Glove. His key area of focus is working with broker/dealers, registered investment advisors and insurance agency professionals to ensure compliant delivery of White Glove's products and services. Prior to White Glove, Johnson was the CEO/President of the National Planning Corporation.

John Johnson

Managing Director of Business Development

Interested in joining the team?

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