The People Behind Every Placement
Not Recruiters. Practitioners.
Every search at The Well is backed by people who have lived inside the RIA world. It is why our screens turn on judgment calls like CFP versus non-CFP hiring rather than a keyword match.
Leadership
Steve Perry
Founder & CEO
17 years Fortune 100 leadership. Built firms of 125.
Steve Perry is the founder and CEO of The Well Recruiting Solutions, a recruiting firm for wealth management firms of every model: independent RIAs,..
Brandon Murphy
Chief Operating Officer
Systems architect. Scaled a fintech from zero.
Brandon Murphy is the Chief Operating Officer of The Well. He joined in March 2024, and in his own words he is responsible for optimizing the firm's..
Randy Koch
Chief Prayer Officer
Bethel BSSM graduate. Covers every client in daily prayer.
Randy Koch is The Well’s Chief Prayer Officer, a role that exists nowhere else in the recruiting industry. He joined The Well in August 2024. In his..
Jay Robinson
Managing Director, RIA Partnerships
Former Charles Schwab Regional Manager. 20+ years RIA-exclusive.
Jay Robinson is Managing Director of RIA Partnerships at The Well. He brings 30 years of financial services experience, more than 20 of them inside..
Clay Eschrich
Managing Director, Wealth Management Partnerships
35+ years in insurance, annuities, and advisor development.
Clay Eschrich is Managing Director of Wealth Management Partnerships at The Well. He brings more than 35 years of financial services experience..
Recruiting
Stacy McIntee
Director of Talent Acquisition
Built recruiting teams across 4 industries.
Stacy McIntee is the Director of Talent Acquisition at The Well Recruiting Solutions. She joined in June 2025 and leads a team of eight recruiters and..
Brittany Kirking
Talent Acquisition Manager
Nearly 20 years recruiting. Known for follow-through.
Brittany Kirking is a Talent Acquisition Manager at The Well. She brings close to 20 years of recruiting experience, and since joining The Well in..
Ashlee Klingler
Talent Acquisition Manager
13+ years across finance, executive, and IT recruiting.
Ashlee Klingler is a Talent Acquisition Manager at The Well. She brings more than 13 years of recruiting experience across finance and accounting,..
Jessica Vogel
Talent Acquisition Manager
14+ years of full-desk recruiting. At her previous agency: 265+ placements and $2.2M+ in personal billings. Financial services recruiting specialist.
Jessica Vogel is a Talent Acquisition Manager at The Well. She brings more than 14 years of full-desk recruiting experience, specializing in..
Dani Cupo
Talent Acquisition Manager
Outside sales and nonprofit background. Goes deeper before faster.
Dani Cupo is a Talent Acquisition Manager at The Well. She joined in March 2026 and recruits for wealth management firms across operations, client..
Bree Persson
Talent Acquisition Manager
8 years in talent acquisition and HR. Builds and tailors strategy around each firm’s goals.
Bree Persson is a Talent Acquisition Manager with eight years of experience in talent acquisition and human resources. Throughout her career, she has..
Ellen Burton
Wealth Management Talent Scout
14+ years recruiting and HR. Relationship-first talent partner
Ellen Burton is a Wealth Management Talent Scout at The Well. She brings more than 14 years of experience across recruiting, human resources and..
Shelly Griswold
Wealth Management Talent Scout
Banking and retail leadership. Finds the fit others scroll past.
Shelly Griswold is a Wealth Management Talent Scout at The Well, where she plays an important role in identifying, engaging, and connecting talented..
