About Us

Our team has the Experience and Knowledge that can only be gained by being in the trenches as Financial Advisors and Wholesalers.  Our team has more than 200 years of combined experience and and average tenure of over 20 years.

Concierge Service For Advisors

We have built a team of ambitious individuals who are driven to help our Advisors grow their income and improve their lives.

Our team goes the extra mile to make sure our clients are taken care of and the job is done right. 

Thought Leadership

.Experience and knowledge are crucial to performing well within our industry, but we are most proud of our Thought Leadership. We strive to never be stuck in our ways. We are always looking for ways to be bold. We aspire to do things better today than yesterday.

We Are Open To Change...

...and embrace being ahead of the curve. Some of our most successful projects have come from our willingness to think ahead and move today to where the industry is going to be in the years to come.

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Who Are We

We are the most approachable and easy to work with team of financial distributors in the industry.  

We proudly blaze our own trail and act boldly on our convictions rather than following the herd.

Our Mission

Working with wholesalers that represent only one company is an inefficient use of your time.    You will have one dedicated Concierge at your service, representing the best products in all categories.  We have been called the Amazon Prime of Financial Services Distribution.  

What We Do

Our team strives to be the first call you make no matter what you are working on. 

Our Resources, Solutions, and Connections are here to make your life easier, and more profitable.

Meet Our Team

Find Your Wholesaler
John Oldham Founder Of Concierge For Advisors

John Oldham

Founder | Arizona

Phone: (920)-979-8288

Tim Taylor Wholesaler With Concierge For Advisors

Tim Taylor

Chief Operating Officer | Kansas

Phone: (913)-353-5771

John Letheby Wholesaler With Concierge For Advisors

John Letheby

Wholesaler | Colorado

Phone: (303)-532-6073

Jason Nightingale Wholesaler With Concierge For Advisors

Jason Nightingale

Director of Life Insurance | Idaho

Phone: (208)-935-5180

Scott Cassellberry Wholesaler With Concierge For Advisors

Scott Casselberry

Wholesaler | Wisconsin

Phone: (651)-323-7233

Kelly Winn Wholesaler With Concierge For Advisors

Kelly Winn

Wholesaler | Texas

Phone: (303)-532-6073

Tom Albetta Wholesaler with Concierge For Advisors

Tom Albetta

Wholesaler | North Carolina

Phone: (704)-996-6090

David Nelson Wholesaler With Concierge For Advisors

David Nelson

Wholesaler | Nevada

Phone: (949)-370-5881

Ralph Magnus Wholesaler With Concierge For Advisors

Ralph Magnus

Wholesaler | California

Phone: (949)-375-5728

Lee Revels

Wholesaler | Texas

Phone: (214)-499-4099

Andy Marrone Wholesaler With Concierge For Advisors

Andy Marrone

Wholesaler | Colorado & So Cal

Phone: (303)-718-3447

Justin Raines

Wholesaler | Florida

Phone: (305)-793-5979

Christian Rodriguez Wholesaler With Concierge For A\dvisors

Christian Rodriguez

Wholesaler | New Jersey

Phone: (917)-509-4346

Tim Schival_650

Tim Schival

Wholesaler | Florida

Phone: (813)-597-9099

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Ken Junge

Wholesaler | New York

Phone: (631)-655-7977

Benjamin Matheson4

Ben Matheson

Wholesaler | Florida

Phone: (727)-421-5945

Gerald Fazzari2

Gerald Fazzari

Wholesaler | Georgia

Phone: (404)-788-3662

Roxanne Oldham Events Coordinator

Roxanne Oldham

Event Coordinator | Arizona

Phone: (920)-979-7288

Danny Petrik Marketing Director

Danny Petrik

Marketing Director | British Columbia

Phone: (604)-866-4675

Corporate Partners

Our team strives to be the first call you make no matter what you are working on. Our Resources, Solutions, and Connections are here to make your life easier, and more profitable.

John Oldham
Founder | Concierge For Advisors
John Oldham Founder Of Concierge For Advisors
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