Focus Partners Executive and Leadership Team

Corey Abrams, the Founder & Chief Executive Officer at Focus Partners, directs the overarching strategic vision and fiduciary-first mission of the firm. Abrams architects the long-term growth trajectory, ensuring that every wealth management service aligns with the specific life goals of individual investors and high-net-worth families. By overseeing the integration of research-backed portfolio management with specialized estate planning, the Chief Executive Officer maintains the firm's reputation as a premier independent Registered Investment Advisor. Abrams fosters a culture of high-touch service, balancing the technical depth of a large institution with the agility of a boutique firm. Through constant evaluation of market trends and client needs, Corey Abrams secures the firm's position on national industry rankings. This leadership role involves constant collaboration with the Board to refine investment methodologies, ultimately driving the firm toward sustainable financial success while protecting the long-term interests of all clients.

Diane Chadwick, the Chief Operating Officer at Focus Partners, oversees the daily operational infrastructure required to deliver premier wealth management services. Chadwick manages the firm's internal systems, ensuring that fiduciary-first protocols remain embedded in every client interaction. By optimizing the delivery of estate planning and retirement strategies, the Chief Operating Officer maintains the high-touch service standards expected by high-net-worth families. Diane Chadwick directs the integration of technology and research-backed tools, enabling the firm to scale its operations while preserving a boutique feel. This leadership role involves constant coordination with other C-suite members to ensure that operational capacity supports the firm's growth objectives. Through the management of complex administrative processes, Chadwick secures the firm's ability to provide consistent, high-quality financial planning. Ultimately, the Chief Operating Officer drives efficiency across the entire organization, ensuring that the firm remains a top-tier independent Registered Investment Advisor in a competitive financial landscape.

Robert Contreras, the Division President at Focus Partners, oversees the expansion and performance of the firm's institutional client services. Contreras directs the strategic outreach to large-scale investors, ensuring that the firm's fiduciary-led wealth management model meets the complex needs of institutional portfolios. By managing regional operations, the Division President ensures that the firm's research-backed approach remains consistent across diverse market segments. Robert Contreras coordinates with the broader leadership team to integrate specialized retirement strategies into institutional offerings, enhancing the firm's competitive position. This role involves driving business development initiatives that leverage the firm's nationwide network of experts to deliver high-touch service at scale. Through the oversight of division-specific growth targets, Contreras supports the firm's overall mission of providing comprehensive financial planning. Ultimately, the Division President secures long-term institutional partnerships, contributing significantly to the firm's reputation as a leader in the independent Registered Investment Advisor industry.

Johnathan Scheid, the President at Focus Partners, leads the firm's core wealth management division, focusing on the delivery of personalized financial planning for individual investors. Scheid directs the implementation of research-backed investment strategies, ensuring that every client plan reflects specific values and life goals. By overseeing the advisory teams, the President maintains the firm's fiduciary-first standard, providing high-touch service to high-net-worth families. Johnathan Scheid collaborates with the executive team to refine the firm's approach to tax-efficient wealth transfer and estate planning. This leadership role involves driving operational excellence within the advisory division to ensure that the firm's boutique service model remains effective as the client base grows. Through the management of key advisory relationships, Scheid supports the firm's mission of helping clients control their financial future. Ultimately, the President drives the firm's market impact, reinforcing its status as a premier independent Registered Investment Advisor.

Jeremy Burger, the Division President, Advisory Leadership at Focus Partners, directs the professional development and strategic alignment of the firm's advisory staff. Burger architects training programs that emphasize the firm's fiduciary-first model, ensuring that every advisor delivers consistent, high-touch financial planning. By overseeing the advisory leadership team, the Division President, Advisory Leadership ensures that the firm's research-backed methodologies are applied effectively to individual and family portfolios. Jeremy Burger collaborates with other executives to integrate specialized services like estate planning into the daily advisory workflow. This role involves driving a culture of excellence that supports the firm's reputation as a leader in the independent Registered Investment Advisor space. Through the management of advisory performance metrics, Burger ensures that the firm meets its growth and client satisfaction goals. Ultimately, the Division President, Advisory Leadership secures the firm's ability to provide comprehensive, values-based wealth management services nationwide.

Wendy Hartman, the Division President at Focus Partners, manages the firm's specialized tax-efficient wealth transfer and estate planning division. Hartman directs the technical experts who provide these complex services, ensuring that the firm's fiduciary-led approach remains at the forefront of every client strategy. By overseeing the integration of tax planning with broader wealth management, the Division President ensures that high-net-worth families receive comprehensive, holistic financial guidance. Wendy Hartman collaborates with other division leaders to ensure that the firm's nationwide network of experts delivers consistent, high-touch service. This role involves driving the development of new planning tools and methodologies that keep the firm ahead of industry trends. Through the oversight of division-specific outcomes, Hartman supports the firm's mission of helping clients control their financial future. Ultimately, the Division President secures the firm's position as a premier independent Registered Investment Advisor by providing unmatched technical depth in estate and tax planning.

Andrew Vogelstein, the President at Focus Partners, oversees the firm's strategic growth and market expansion initiatives. Vogelstein directs the identification of new opportunities to scale the firm's fiduciary-led wealth management services across diverse geographic regions. By managing the firm's external partnerships and institutional relationships, the President ensures that the firm's research-backed approach reaches a broader audience of high-net-worth families. Andrew Vogelstein collaborates with the executive team to refine the firm's service model, ensuring that high-touch service remains a priority during periods of rapid growth. This leadership role involves driving business development strategies that leverage the firm's reputation as a leader in the independent Registered Investment Advisor industry. Through the oversight of strategic market initiatives, Vogelstein supports the firm's mission of providing comprehensive financial planning. Ultimately, the President secures the firm's long-term market impact, ensuring that the firm remains a premier choice for sophisticated investors seeking fiduciary-first guidance.

Heather Mahoney, the Division President at Focus Partners, directs the firm's retirement strategy division, focusing on the development of long-term financial planning solutions for individual and institutional clients. Mahoney oversees the implementation of research-backed retirement models, ensuring that every strategy aligns with the firm's fiduciary-first commitment. By managing the division's advisory teams, the Division President ensures that clients receive high-touch service tailored to their specific retirement goals and values. Heather Mahoney collaborates with other executives to integrate tax-efficient strategies into the firm's retirement planning offerings. This role involves driving the division's performance by leveraging the firm's nationwide network of experts to provide technical depth. Through the oversight of division-specific growth and client retention, Mahoney supports the firm's mission of helping clients control their financial future. Ultimately, the Division President secures the firm's reputation as a leader in the independent Registered Investment Advisor space by delivering comprehensive, values-based retirement planning.

Vanessa Wieliczko, the Chief of Staff at Focus Partners, manages the internal alignment of executive priorities and cross-departmental initiatives. Wieliczko coordinates the execution of firm-wide projects, ensuring that the fiduciary-led wealth management model remains consistent across all service lines. By streamlining communication between the leadership team and operational units, the Chief of Staff optimizes the delivery of tax-efficient wealth transfer and retirement strategies. Vanessa Wieliczko monitors the implementation of strategic goals, facilitating efficient decision-making processes that support the firm's high-touch service standards. This role requires deep engagement with the firm's nationwide network of experts to ensure technical depth matches client expectations. Through rigorous oversight of organizational workflows, Wieliczko enhances the firm's ability to provide comprehensive financial planning. Ultimately, the Chief of Staff drives operational excellence, allowing the firm to maintain its status as a leader in the independent Registered Investment Advisor space.

Dawn Lovelace, the Chief Human Resources Officer at Focus Partners, directs the acquisition and development of top-tier talent to support the firm's fiduciary-led mission. Lovelace architects human capital strategies that align with the firm's commitment to high-touch, personalized wealth management. By overseeing recruitment, training, and performance management, the Chief Human Resources Officer ensures that the firm's nationwide network of experts possesses the technical depth required for complex estate planning and tax-efficient wealth transfer. Dawn Lovelace fosters a professional environment that prioritizes client-centric values and long-term financial planning expertise. This leadership role involves collaborating with the executive team to build a culture that attracts professionals dedicated to the firm's fiduciary-first model. Through the implementation of robust talent programs, Lovelace supports the firm's growth and market impact. Ultimately, the Chief Human Resources Officer drives organizational health, ensuring that the firm maintains its status as a premier independent Registered Investment Advisor.