The People Behind Every Placement
Not Recruiters. Practitioners.
Every search at The Well is backed by people who have lived inside the RIA world.
Leadership
Steve Perry
Founder & CEO
17 years Fortune 100 leadership. Built firms of 125.
Steve Perry spent 17 years inside wealth management leadership. Not as a consultant. Not as an observer. As someone accountable for the team, the..
Brandon Murphy
COO
Systems architect. Scaled a fintech from zero.
Brandon Murphy brings an engineer's precision to the operational backbone of The Well. His career spans engineering, manufacturing, contract..
Randy Koch
Chief Prayer Officer
Bethel BSSM graduate. Covers every client in daily prayer.
Randy Koch carries a role that exists nowhere else in the recruiting industry. A graduate of Bethel Church's School of Supernatural Ministry, Randy..
Jay Robinson
Managing Director, RIA Partnerships
Former Charles Schwab Regional Manager. 20+ years RIA-exclusive.
Jay Robinson brings 30 years of financial services experience to The Well, with more than two decades spent exclusively in the RIA ecosystem. He..
Jamison Davis
Managing Director, Wealth Management Partnerships
20+ years across advisory, ownership, and national RIA.
Jamison Davis brings more than 20 years of financial services experience to The Well as a financial advisor, firm owner, partner, wholesaler, VP of..
Clay Eschrich
Managing Director, Wealth Management Partnerships
35+ years in insurance, annuities, and advisor development.
Clay Eschrich brings more than 35 years of financial services experience to The Well, spanning insurance, annuities, and advisor development. He..
Recruiting
Stacy McIntee
Talent Acquisition Manager
Built recruiting teams across 4 industries.
Stacy McIntee has built a career on one skill that does not change across industries: knowing when a hire is right. With a background spanning account..
Brittany Kirking
Senior Talent Acquisition Partner
Nearly 20 years recruiting. Known for follow-through.
Brittany Kirking brings close to 20 years of recruiting experience across retail, communications, and healthcare, with a consistent record of building..
Ashlee Klingler
Senior Talent Acquisition Partner
13+ years across finance, executive, and IT recruiting.
Ashlee Klingler has spent 13-plus years recruiting across finance and accounting, executive leadership, IT, and sales, with experience spanning..
Emma Rose-Johnson
Talent Acquisition Partner
Relationship-first recruiter focused on long-term fit.
Emma Rose-Johnson joined The Well as a Talent Acquisition Partner, drawn to a way of recruiting that treats every introduction as the start of a..
Dani Cupo
Talent Acquisition Partner
Outside sales and nonprofit background. Goes deeper before faster.
Dani Cupo brings years of outside sales experience to The Well. That background sharpened her ability to ask better questions and stay curious about..
