Page 29 - Investment Advisor - November 2023
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Executive Leadership
product. Under his leadership, the firm also introduced the Jeff dekko, Wealth enhancement Group
RIA Concierge Desk, which offers advisors an alternative Dekko, chief executive since 2003, has spearhead-
way to add insurance products to their clients’ plans. Within ed Wealth Enhancement Group’s acquisitions of
Allianz, Thomes is currently the executive sponsor for employee 57 RIA practices across the U.S. since 2013, and
resource groups that support the professional development, facilitated their integration into the group. These
recruitment, retention and community involvement of Black transactions have added some $49 billion in assets to the firm’s
employees at Allianz, and another group that attracts qualified platform. In 2022, Dekko championed a firmwide charitable giv-
candidates to distribution, welcomes them to a workplace of ing initiative that raised $555,804 for nonprofit organizations
belonging and offers pathways for growth, advancement and across the country. WEG employees directly contributed half this
inclusive innovation. amount, and the firm and its executive team contributed a dollar-
for-dollar match.
rIA/IAr Firms
Heather robertson Fortner, signatureFd
James Bogart, Bogart Wealth During her two-decade tenure at SignatureFD,
In March 2023, Bogart led the rollout of Advisor Fortner has created and executed strategies that
Growth Track, a professional growth and training have grown the firm’s assets under management
program for both emerging talent and experi- from $250 million to more than $6 billion. The
enced advisors that takes place in conjunction firm’s approach to wealth management, called Net Worthwhile, is
with employment at Bogart Wealth. For those new to financial predicated on her philosophy that wealth is more than numbers,
services, the firm builds a personalized program for each indi- and should enable clients to achieve their goals and live in align-
vidual that lets them gain expertise in all aspects of holistic finan- ment with their values. Fortner’s commitment to philanthropy has
cial planning. For established advisors looking to “tuck in” with a seen advisors include charitable giving in clients’ wealth plans and
robust firm, it creates a customized growth and succession plan led her to incorporate philanthropy into the firm’s annual opera-
that helps them monetize today while creating a greater glide path tions. She has helped SignatureFD achieve a 78% female executive
and continuity plan for the future. leadership team.
Welcome to
a better path
to success.
Welcome to Commonwealth.
Commonwealth Financial Network® | Member FINRA/SIPC
November 2023 Investment AdvIsor 27
