Meet the Team

Greg is a visionary and results-driven leader known for his strategic prowess and unwavering passion. With a proven track record, he excels in driving profitable revenue by harnessing the power of storytelling and developing win-win relationships. Greg's expertise spans across diverse industries, including retail, financial services, CPG, restaurant, shopper marketing, automotive and direct response. He has directly collaborated with some of the nation's foremost companies, bringing forth a wealth of experience in both traditional and digital media amassed over two decades.

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.

Mark is an agile finance leader focused on creating value for each of White Glove’s stakeholders. With his diverse sector background, he brings a pragmatic approach to challenging the status quo and scaling growth-minded organizations. His experience ranges from public accounting and M&A advisory to C-suite leadership at early-stage growth companies. Mark thrives on a team-based mentality and the relationships he builds throughout his journey.

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 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!)