Investment Service Executive
Ken Kideckel is an Investment Service Executive at Wealthcare Capital Management where he leads the investment teams’ manager research efforts. He was previously a principal at Sightline Investments, LLC, and also worked at SunGuard, Lincoln Financial Group, and Willis Towers Watson. Ken began his career at Bear Stearns.
Ken has an undergraduate degree from the University of Michigan-Ann Arbor..
Managing Director of Advisor Development, Wealthcare Advisory Partners
Russ is responsible for the acquisition, development, and coaching of expanding the number of affiliated advisors with Wealthcare Advisory Partners. Russ’s expertise lies in helping other advisors realize their dreams of building and growing a successful independent advisory practice. He works closely with Wealthcare’s partner advisors to ensure that the Wealthcare platform meets and exceeds the needs of their clients. He also manages a successful advisor practice to guide his clients towards achieving their financial and life goals by embracing Wealthcare’s patented “Goals-Driven” investment processes.
Russ is a graduate of the John L. Grove business school from Shippensburg University with a Bachelor of Science in Finance. He is a Certified Financial Planner professional with 14 years of experience as an advisor. Russ also maintains Life, Accident, and Health insurance licenses in the states of Pennsylvania and New Jersey.
Disclosure: Cody Financial Advisors and Wealthcare Advisory Partners are not affiliated with LPL Financial
Sr, VP, Advisor Development, Wealthcare Capital Management
Dan McCarthy has more than 10 years of industry experience. As Senior Vice President of Advisor Development at Wealthcare Advisory Partners, his primary responsibility is working with advisors to help grow their practice while leveraging efficiencies through the use of the GDX360® process. Further, Dan assists in the ongoing development of Wealthcare’s investment analytics, reporting, and client portfolio analysis. He is a business management graduate from Shippensburg University, a Certified Financial Planner (CFP®), and holds an MBA in Finance from Penn State University.
Disclosure: Wealthcare Capital Management and Wealthcare Advisory Partners are separate entities from Cody Financial Advisors.Cody. Financial Advisors and Wealthcare Advisory Partners are not affiliated with LPL Financial
Cody Financial Advisors and Wealthcare Advisory Partners are not affiliated with LPL Financial.