When an advisor partners with Independent Solutions, they are able to spend more time focusing and understanding the clients goals and objectives. With 200+ years of experience on our investment committee, there are many benefits to both the Advisor and the client when leveraging the research, market analysis, support, and expertise provided by our team.
Owner, Chief Compliance Officer & Managing Partner
Glenn Wiggle has over 25 years of industry experience and is located in Jupiter, FL. He hosts a Podcast, and Radio Show called The Financial Guys. Glenn helped to launch the Broker Dealer, RIA, Insurance/Medicare divisions, and many other sister companies.
Chartered Financial Analyst & CAIA
Paul brings over 30 years of experience to the firm and is located in Charleston, SC. Best known for his focus on Tech, Paul manages the Tech Equity, and High Dividend SMA's. Paul is often featured on CNBC, Yahoo! Finance, and other media networks for his expertise.
Chartered Financial Analyst & Portfolio Manager
John has over 30 years of industry and investment experience, leads the Growth At a Reasonable Price (GARP) SMA, and is located in Buffalo, NY, and South Florida. John specializes in private placements and customized solutions for high-net-worth investors.
Sales, Service & Marketing Teams
Head of Advisory Services & Business Development
As Head of Advisory Services and Business Development, Mr. Miller oversees the advisory offering, focusing on new advisor relationships. Previously, Miller served as Head of Advisory Consulting Group for Atria Wealth Solutions, including its subsidiary broker-dealers, where he led all advisory sales and marketing initiatives for the advisory group consisting of over 24B in AUM and servicing 2500 financial advisors.
Advisory Services & Operations Manager
Lynn has over 15 years of industry experience and is located in Buffalo, NY. Lynn is a mother of two beautiful daughters.
National Marketing Director & Advisor Relations
Kelsey McCool brings over ten years of marketing experience to the firm and is located in Jupiter, FL. Kelsey graduated from Florida State University with a BS in Information Communication and Technology.
Advisory Services & Operations Assistant
Stefanie is located in Buffalo, NY. She works in the ISWM Headquarters and works closely with the COO and Advisory Servicing teams.
Wealth Manager & Financial Planner
Anthony brings 5 years of experience to the firm and is located in Buffalo, NY. Anthony works in conjunction with Advisors and their Clients to aid the planning process.
Trading and Operations Specialist
Bella is located in Buffalo, NY. She graduated Magna Cum Laude from Canisius College with a Degree in Finance and Economics and works directly with the COO.