Our Leadership Team

  • Luke Winskowski

    Luke Winskowski

    Under Luke’s executive leadership, TAN presents a unique opportunity for independent advisors who seek the freedom that comes from owning their own business yet still want the support that comes from being part of a community of supportive professionals with shared values and business aspirations.

    Full Bio

    David Belotte

    David Belotte

    David is responsible for the Compliance program at TAN as well as helping advisors to protect their businesses to position them for growth.

    Full Bio

    Jeff Haines

    Jeff Haines

    Jeff ensures TAN offers a comprehensive suite of business technology solutions and best practices that enable advisors to focus less on the tools and more on achieving their business goals.

    Full Bio

    Steven Klein

    Steven Klein

    Steven supports the development and continuous improvement of back-office processes – including onboarding, development, playbook creation, and contract compliance – that enable TAN to better support our community of advisors.

    Full Bio

    Erik Miller

    Erik Miller

    Erik provides TAN practices with a best-in-class investment platform that stretches across multiple points of access, including investment offerings, product strategy and oversight, vendor relationship management, and advisor and prospect relations.

    Full Bio

    Jaci Stanton

    Jaci Stanton

    Jaci's team provides back-office support to TAN practices -- including billing, performance reporting, and improved workflows for both staff and clients – helping teams to scale their business and deliver an exceptional client experience.

    Full Bio

    Peter Wagner

    Peter Wagner

    Peter is responsible for the financial stability of TAN while ensuring competitiveness of platform costs for our community of advisors. Peter also works directly with TAN practices who are trying to evaluate acquisition opportunities and helps provide unique access to capital for inorganic growth.

    Full Bio

    Dan Wanous

    Dan Wanous

    Dan serves as a resource for financial advisors – those considering making the move to independence, and those already practicing as independent contractors or RIAs – who are evaluating a potential move to TAN. He helps advisors explore the benefits of working with TAN and acts as a long-term partner as they continue building their businesses.

    Full Bio

    Juli Wilder

    Juli Wilder

    Juli partners with business owners to help develop customized growth plans driving towards better business outcomes. Understanding that each practice is unique, Juli helps teams fuel growth by leveraging a powerful combination of their vision for their business, their team’s strengths, and the TAN platform’s continuously evolving tools and resources.

    Full Bio

Connect with us.