The 2025 Trailblazers Award Winners Are …
Sales, marketing and public relations executives are blazing a trail that is determining the biggest winners in financial services. On the sales side, research from the University of Pennsylvania shows that more than 50% of buyers still seek advice when making a purchase. As a result, educated and engaged sales associates who can meet buyers’ needs—especially who have knowledge about a specific product—ring up sales that on average bring in 69% more money. Similarly on the marketing side, a savvy business owner realizes that in order to grow, they need to make more people aware of their product or service. This means engaging with a marketing professional to help promote the business, bring in new clientele, and ensure that current customers are aware of all the products and services. Lastly, everyone wants to become the go-to organization in your field, right? For that to happen, you need to build your credibility and bring your expertise and knowledge into the limelight. That’s exactly what public relations executives bring to the table.
These executives work tirelessly to ensure their company/client is a true leader, but they themselves don’t always get recognized. That ends today. For the 6th year, PROGRESS in Lending is recognizing the Top Sales, Marketing and Public Relations Executives that are making the biggest impact. Our winners in alphabetical order are:
Mallory Anderson
Executive Vice President
York Public Relations
Mallory Anderson leads the agency’s client services team, ensuring superior, quality service delivery across the agency’s growing client base. Her leadership will play a key role in maintaining the agency’s reputation for excellence while driving further growth and success for our mortgage and fintech clients.
With over a decade of fintech and mortgage tech experience, she has been instrumental in growing and nurturing both client and media relationships, and demonstrates an unwavering commitment to innovation, leadership, and exceptional service to clients and the mortgage and fintech community.
She recently said, “The companies we work with are on the cutting edge of fintech and driving meaningful change in financial services, which is why I’m thrilled to have the opportunity to work closely with our client base, as well as the media that covers our industry. It’s truly an exciting time to be working in fintech and I’m looking forward to our agency’s continued growth.”
York Public Relations experienced another record year, partnering with more than 50 fintechs and financial institutions to increase brand awareness and lead generation. Celebrating its fifth year in business this year, York Public Relations continues to grow at an unprecedented pace.
Tim Austen
Marketing Content Manager
LodeStar
Over the past two years, Tim Austen has nudged the marketing culture of the mortgage technology industry in a decidedly more whimsical and imaginative direction. There are lots of people—both on the vendor and lender sides—who know way more about loan origination than he does. But what Tim has contributed is a fresh perspective, as well as new ways expressing industry insights, pain points, and common experiences. As the creator, writer, and illustrator of the webcomics “A Tale of Two Mortgages” and its recent spinoff “Working Title,” Tim has pushed back against the industry’s reliance on more traditional forms of marketing collateral, such as infographics and white papers. These will always be around. They’re great, they’re thorough, and they communicate detailed information effectively. But… they’re boring. While things like comics and podcast will never replace traditional forms of data reporting, they do humanize and lighten the process.
Tim is also the editor of LodeStar’s podcast, Lending Leaders, which is currently in its fifth season. As the title suggests, the show is all about gathering perspectives from people throughout the mortgage and title industries and sharing them. In addition to hosting veteran thought leaders, such as Rob Chrisman, Lending Leaders has prioritized elevating new and diverse voices, especially those that have been underrepresented. One thing Tim is still startled that he gets paid to do every week is make memes. Along with other LodeStar team members, Tim creates memes for LinkedIn that highlight and comment on aspects of the mortgage and title industries. Ideally, LodeStar’s audience gets a good laugh out of these at-a-glance media. Tim’s background is in academia and publishing, so, while he loves championing new formats and nontraditional marketing strategies, his first love will always be good old-fashioned writing. Writing is about creating a sense of voice and character, which can elevate how a company expresses itself, clarifies dense subjects, and pitches its solutions to an ever-changing industry.
Rosalie Berg
President
Strategic Vantage
As founder and president of Strategic Vantage Marketing & Public Relations, Rosalie Berg continues to redefine how sales, marketing, and public relations drive success in the mortgage industry. With over two decades of experience, she has helped more than 100 companies achieve national recognition, exponential revenue growth, and stronger industry positioning. With expertise spanning branding, publicity, email marketing, content strategy, SEO, and social media, Rosalie provides strategic guidance that empowers companies to achieve measurable success.
Over the past year, she has helped organizations like Fay Group, Clarifire, Aduvo, and InsureMAC identify key opportunities and implement targeted marketing and PR strategies to elevate their visibility and impact. Said InsureMAC Managing Director Gretchan Francis: “Strategic Vantage made our startup shine! From crafting our logo and business cards to branding our social media and messaging, they’ve impressed us at every turn. Their deep industry knowledge and modern, stylish approach really sets them apart. They’ve created a brand that perfectly embodies InsureMAC, and through proactive PR, social media, and digital marketing, they’ve boosted our visibility. Their expertise in mortgage marketing and PR has been a game-changer. We couldn’t have asked for a better partner in launching and growing our brand.”
For CBC Mortgage Agency (CBCMA), a leading provider of down payment assistance programs for first-time homebuyers, Rosalie’s team developed a messaging strategy that addressed housing affordability challenges. Through thought leadership articles, press releases, and media outreach, they amplified CBCMA’s impact on minority homeownership and affordable lending. Said CBCMA President Miki Adams: “Our company’s visibility has soared with Strategic Vantage. With their extensive industry knowledge, strong connections, responsiveness, and unwavering dedication to our success, they have become invaluable partners.”
In addition to being recognized as an exceptional public relations agency, Strategic Vantage has become a branding powerhouse under Rosalie’s leadership, helping companies of all sizes achieve transformational growth. As demand for top-tier branding services at Strategic Vantage has soared, she has expanded her team with CMO-caliber marketing professionals, elevating the agency’s capabilities and making it a standout in the mortgage industry. Director of Marketing Jacob Critz, a certified StoryBrand trainer and HubSpot-certified inbound marketing expert, has helped clients refine their messaging, craft compelling brand narratives, and forge stronger audience connections. Director of Marketing Strategy Will Atencio has leveraged his expertise in go-to-market strategies to help companies maximize their marketing investments. With these additions, Strategic Vantage has expanded access to world-class branding and marketing solutions, empowering more companies to strengthen their market presence, accelerate revenue, and establish themselves as industry leaders. Rosalie’s leadership is defined not just by strategic thinking but by her hands-on approach. Whether executing high-impact PR campaigns, developing compelling digital marketing strategies, or crafting thought leadership content, she ensures every initiative is flawlessly executed, making her an invaluable partner to every client.
Joe Bowerbank
President
Profundity Communications, Inc.
Joe has more than 25 years of marketing, public relations, branding, and strategy experience in the mortgage and technology sectors, helping organizations grow and build market share. Since founding Profundity Communications Inc. in 2011, he has worked with diverse entities across the mortgage supply chain to deliver outstanding results for clients.
Operating as a boutique-style public relations and marketing communications firm, Profundity Communications Inc. leverages a hard-charging, high-impact marketing mindset that draws upon Joe’s hyper-competitive nature—something he developed as a serial “start-up junkie” during the dot-com era. Joe says he enjoys the challenge of building and branding mortgage entities that need a strategic boost in industry awareness.
“The cyclical nature of the mortgage industry leads to inevitable contractions, which ultimately benefit the overall supply chain,” Bowerbank stated. “To remain competitive in a volatile market, companies must adjust and hone their messaging, positioning, and value propositions.”
Joe has worked with a wide range of mortgage technologies, including POS systems, LOS platforms, eMortgage solutions, appraisal management systems, settlement services, secondary marketing, servicing, default management, mortgage outsourcing, and more. He has directly overseen numerous marketing campaigns, go-to-market strategies, company introductions, product launches, and other marketing initiatives.
Prior to launching Profundity Communications Inc., Joe served as the head of marketing for mortgage technology service providers, where he built market-leading brands from the ground up. During that time, he also gained M&A experience, working on deal teams to effectively package and present the value proposition of tech firms to acquisition targets.
Alison Flaig
Head of Marketing
Mortgage Cadence
Alison Flaig is Head of Marketing for Mortgage Cadence, an Accenture Company. She is a dynamic, results-oriented leader who has a passion for marketing, communications, branding, and events. She has an established record of managing complex marketing programs and events on time and on budget.
That ability to be a resourceful problem solver has served her well in her current job. Moving into the position at the height of the COVID bump in 2021, the complexion of the opportunity changed abruptly when the industry entered a multi-year downturn.
It didn’t affect her at all. Part of that was because Mortgage Cadence took advantage of the industry slowdown to complete its work on the Mortgage Cadence Platform (MCP) – a truly modern, cloud-native solution, designed to meet lenders’ present – and future – lending needs.
Her work to align closely with sales to drive a dynamic marketing strategy allowed the team to effectively promote the single, end-to-end comprehensive platform, which kept Mortgage Cadence bringing new lenders onto the platform throughout the downturn.
Now, she is coordinating the publicity for the launch of MCP Essentials, a new instance of MCP that comes preconfigured with easy self-service administration capabilities. Now with two distinct offerings of the industry’s most modern, powerful LOS platform, lenders have even more reasons to partner with Mortgage Cadence to reach their lending goals. The buzz is already growing.
Alayna Gardner
Director of Revenue
LodeStar
As a veteran of the luxury hospitality industry, Alayna brings an impeccable standard of excellence, personality, and service to her sales and content marketing strategies in the mortgage tech industry. She innovates effortlessly, plans tirelessly, and enjoys surprising and delighting leads and clients alike with unexpected perks, benefits, and solutions.
Her contribution to the industry is her content. Every week, she co-hosts the Lending Leaders podcast with Jim Paolino, and she hosts an interview show called Thirsty Thursdays. She receives over 2,000 impressions a week on LinkedIn, and she’s been in a position to challenge the mortgage industry to rethink supposedly tried and true marketing strategies. Marketing costs money, and she has been delighted to share my expertise about that critical investment. Also, as a woman, Alayna has been humbled to provide a space for women and other minorities in the industry. Too often, white men dominate the opinion columns and soundbites of the mortgage industry. Minorities have untapped contributions, which the industry needs to hear. Additionally, the relationship between mental health and the workplace simply cannot be talked about enough. Any chance she gets to normalize talking about mental health struggles and strategies, she takes it. Every single industry on earth is better off for taking mental health seriously.
If anyone has ever had the pleasure of visiting a LodeStar exhibitor booth at an industry conference, they know the power of Alayna’s ingenuity. She started giving out cure-all kits, a collection of often-forgotten, often-overpriced necessities—ibuprofen, Shout wipes, floss picks, deodorant—that conference attendees can have for free. It’s just one way among many that she shows to clients and partners that LodeStar has people covered, even when it comes to small things.
Rick Grant
Co-Founder & COO
Content Beacon
Rick Grant was designing impactful content marketing strategies before most of the mortgage industry had even heard of content marketing. As a highly regarded editor and journalist, Rick crafted effective, compelling content for a number of real estate services publications for years before making his considerable skill set and vision available to thought leaders seeking to grow their businesses. It started with feature article writing, white papers, blog posts and audio podcasts, and has only grown from there.
Although the utilization of public relations, advertising and traditional marketing is still important to any successful sales and development strategy, content marketing has become the name of the game. As one of the industry’s content marketing pioneers, Rick has been helping his clients tell their stories for over 20 years. He’s been producing and hosting podcasts and webinars for just as long, and his list of successful clients reads like a “Who’s Who” of the top industry brands and thought leaders. While others are scrambling to understand and make use of content marketing, Rick is leading the way.
When it became apparent that the way mortgage professionals consume information was undergoing a massive transformation, Rick co-founded Content Beacon, the first agency in the industry to focus almost exclusively on producing elite, B2B content marketing. From short social media videos to podcasts, webinars and white papers, Rick has proven time and time again that he excels at effectively presenting the true essence of a client’s story and value proposition.
Sam Hoffer
Creative Marketing Manager
Asset Based Lending
As a creative marketing leader, Sam Hoffer has led efforts to drive refreshed strategies across events, public relations, social media, and email marketing. Reaching across these high-impact channels, his contributions enhance ABL’s visibility and positioning it as an industry leader in the mortgage and real estate investment sectors while continuing to communicate the mission & principles that drive ABL forward.
As part of ABL’s broader marketing efforts, Sam has played a pivotal role in developing engaging creative materials that support the company’s omnichannel strategy. His expertise in crafting relevant, compelling content and targeted social media messaging has helped strengthen ABL’s brand presence across multiple platforms. Sam also leads ABL’s PR strategy, overseeing press releases, industry awards, and media outreach to strengthen the company’s credibility and maintain consistency across all public-facing communications. By securing high-profile recognition from publications like HousingWire, Scotsman Guide, and National Mortgage Professional, Sam has amplified ABL’s mission and positioned its leaders at the forefront of the industry.
Sam has made a significant internal impact by expanding ABL’s creative marketing team, defining its core mission, and onboarding its first key hires to support high-impact projects. He also implemented a streamlined workflow that transformed the team’s operations. Recognizing the need for better prioritization, Sam enhanced the firm’s project management system, incorporating feedback loops to strengthen accountability. These initiatives have improved organization and significantly boosted team productivity. Under his strategic direction, ABL’s creative marketing efforts are now fully aligned, ensuring consistency across branding, PR, content strategies, and events. Sam’s leadership has positioned ABL for sustained growth and industry leadership in an evolving market.
Dee Khullar
Head of Marketing
Blue Sage Solutions
As head of sales and marketing, Dee Khullar oversees all marketing strategy, media and communications for Blue Sage Solutions. She has played a major role in steering the company through a series of strategic sales, marketing, and publicity initiatives that have elevated the company’s position in the mortgage technology market and profoundly impacted on the industry.
Dee is uniquely gifted at recognizing available opportunities and resources necessary to effectively communicate the value and strengths of Blue Sage’s 100% browser-based, comprehensive digital lending technology, which has resulted in adding several new clients during her tenure. For instance, First Community Mortgage (FCM), one of the nation’s fastest-growing lenders, recently modernized its mortgage processes using Blue Sage’s Digital Lending Platform and LION Consumer POS. FCM CIO Andrew Badstubner, said that Blue Sage delivered a fast and intuitive product incredibly easy for its staff to adopt—all as promised. “Most importantly, our sales, processing, underwriting, and closing teams absolutely love it. We couldn’t be happier,” Badstubner said.
Dee highlights Blue Sage’s message as the top LOS platform in the mortgage industry, tailored for all mortgage lenders, including credit unions, focused on improving the customer experience. Under her direction, Blue Sage’s leadership team of CEO Carmine Cacciavillani, COO David Aach, CTO Steve Octaviano and VP of Marketing and Sales, Joey McDuffee, continued to push that message during the past year—that Blue Sage’s cloud-based platform delivers faster processes, enables new mortgage products to be launched quickly, and provides a platform for wholesale, retail and correspondent lenders.
With Dee’s sales and marketing acumen, it’s no surprise that longtime Blue Sage client—top-10 correspondent lender Planet Home Lending—expanded its use of Blue Sage’s Correspondent Seller Portal in September. The lender now uses the Blue Sage’s advanced document management capabilities to extract data from documents and automatically run compliance checks. As a result, Planet Home Lending was able to streamline its correspondent operations and simultaneously improve its loan quality. delivering “competitive pricing, convenient delivery options, and extensive product offerings,” said Planet Home Lending’s President of Mortgage Lending, John Bosley.
Dee has also gone above and beyond to seize new marketing opportunities for Blue Sage. Recently, she set up a webinar with Chevron Federal Credit Union, focusing on improvement in efficiencies and in the member experience through Blue Sage’s platform. And she secured a panel opportunity for Joey McDuffee at the American Credit Union Mortgage Association (ACUMA), speaking on available advancements and new products that Blue Sage can add to its platform.
Scott Kirkessner
VP of Marketing & Business Development
Castle & Cooke Mortgage, LLC
At Castle & Cooke Mortgage, Scott spearheaded a comprehensive marketing and business development transformation that had a measurable impact on both the company and the broader mortgage industry. Upon joining the organization, he recognized an opportunity to optimize the marketing function by rebuilding the team and aligning its efforts with company goals. This led to a significant increase in loan production—over $200 million in growth.
Scott implemented cutting-edge technologies, including Total Expert and Homebot, which not only improved borrower retention but also provided an impressive return on investment. In fact, Homebot recouped its one-year investment in less than eight months. Additionally, he designed and executed multi-channel digital campaigns that reached over 2 million impressions across platforms such as YouTube, Facebook, Google Ads, TikTok, and Reddit. This enhanced brand visibility and engagement, especially among loan officers and real estate agents.
By managing a $1 million marketing budget, he ensured that resources were allocated effectively to drive maximum ROI. Scott also fostered strong cross-departmental relationships, particularly with IT, Compliance, and Operations, ensuring that all campaigns adhered to regulatory standards while achieving their strategic objectives.
In addition to these efforts, he led affiliate marketing initiatives and developed sales coaching programs that contributed to fostering a culture of innovation and collaboration—key elements that have driven success within the organization and in the wider mortgage industry.
Brad Padratzik
SVP of Sales
LoanPASS
As former Director of Member Engagement for the MBA and now senior vice president of sales, Brad is one of the most knowledgeable voices speaking to the transformative capabilities the rules-based decision engine LoanPASS delivers to replace legacy product, pricing and eligibility (PPE) solutions. Entering his second year with LoanPASS, Brad surpassed 2024 goals and helped LoanPASS secure two marquee clients with annual origination volumes exceeding $15 billion.
Brad believes that integrity is the most critical core value, guiding every aspect of his sales approach. He prioritizes honesty and transparency, ensuring that delivering value takes precedence over price. His success is built on a foundation of knowledge, skill, and discipline, which he instills in both his work and his team. The team at LoanPASS recognize that lenders are seeking innovative solutions to drive efficiency and growth while aligning with their unique business objectives. Each lender’s strategy for leveraging transformative technology differs, and LoanPASS is designed to accommodate those needs. Our scalable, cloud-based, automation-driven platform empowers lenders to expand rapidly while optimizing operational costs and enhancing the overall user experience.
With LoanPASS, financial institutions gain complete control and flexibility, enabling them to maintain lower costs while improving satisfaction at every level. Our technology ensures that teams are well-equipped to scale efficiently without compromising service quality, positioning both LoanPASS and the mortgage industry for long-term success.
Adrea Reed
VP of Marketing
Citywide Home Mortgage
Adrea joined Citywide Home Mortgage and immediately set about building a new marketing approach as the brand began an incredible growth trajectory that saw its footprint expand from 32 to 50 states and its year over year origination volume for 2024 improve over 400%. As part of the team charged with that growth, Adrea has doubled down on the company’s focus on branding through social media content, digital marketing and public relations, helping to increase brand awareness in their target markets as well as sharing a clear value proposition with potential partners and recruits.
Adrea spearheaded the distribution of a message that emphasized opportunity and empowerment for potential employees, while sharing the company’s ability to deliver the product suite of a large national lender with the service levels and attention of a boutique firm. Adrea has done all of this during volatile market conditions, and she has responded to the challenge with adaptability and a positive, eyes-on-the-goal attitude.
At a time when scalability and adaptability are critical ingredients to any mortgage firm’s success, Adrea is emphasizing a reliance on cost-effective, flexible marketing tactics and dynamic channels, including the use of public relations, social media, content marketing and digital media. Adrea firmly believes that today’s content consumer – be it mortgage lending professional or potential customer – takes in information from any number of sources, and in small bites as well. The Citywide message strategy, therefore, has demonstrated clarity, consistency and messaging effectiveness. As the industry continues to adjust to what could well prove to be a generational transformation, Adrea plans to keep crafting and delivering a communications and marketing strategy based upon a powerful message and scalable messaging vehicles.
Brian Rieger
CEO & Co-Founder
Content Beacon
Brian Rieger is an experienced public relations practitioner with a history of trade publication marketing and electronic media production. As the founder and owner of True Impact Communications, Brian was making a good living when he realized that the mortgage and title industries were missing the boat on content marketing.
While just about every other industry was jumping aboard, producing high-quality content, the mortgage industry was lagging behind. Where were the visionary pieces about what the industry could be in the future?
When Brian co-founded Content Beacon, content marketing was a foreign idea to the industry. Brian has helped change that. As CEO, he has led the charge and created a machine that can finally give industry leaders the platform they need to be found and heard.
Introducing anything new is hard in any industry. That’s more true in our industry than most. Despite that, Brian has launched the Content Beacon brand through the use of a powerful vision. As he puts it: “When brands generate valuable and useful content (blogs, videos, podcasts, white papers, infographics), prospects naturally gravitate to the brand when the time comes to buy. Content marketing is the virtual relationship-builder of today’s mortgage and real estate industry.”
John Seroka
President
Seroka Marketing & PR
John Seroka has been a prominent figure in the mortgage industry for over 20 years, beginning his career as a Mortgage Loan Originator before transitioning into a leadership role at Seroka Marketing & PR. In January 2021, he was appointed President of the company, a position he has taken seriously by ramping up marketing efforts, promoting agency successes, and increasing industry engagement through conferences and strategic partnerships.
John recognizes that regardless of market conditions—whether up or down—marketing and public relations are essential to building brand presence and increasing market share. In today’s highly competitive environment, where both mortgage lenders and industry vendors are battling for position, John has focused on fostering relationships and curating opportunities that have led to significant company growth. Between Q4 of 2024 and Q1 of 2025, Seroka Marketing & PR experienced over a 60% increase in monthly billings, largely due to client referrals and strategic brand awareness initiatives. John credits this success to the “dream team” at Seroka, composed of industry experts across content development, digital marketing, CRM, and public relations.
The company’s impact extends beyond its own success—its work plays a critical role in the industry by helping mortgage lenders and vendors: • Increase brand awareness with target audiences • Improve conversion rates and lead quality • Articulate their “why,” key messages, and marketplace differentiation • Establish relationships with key media and influencers • Elevate their credibility through thought leadership opportunities • Enable long-term business growth through data-driven marketing strategies By strategically positioning clients for success, John and his team contribute to the overall strength of the mortgage industry, ensuring that innovative companies continue to thrive and provide solutions that support homeownership.
Sasha Stair
Chief Marketing Officer
Xactus
In her short tenure as CMO at Xactus, Sasha has already made huge strides as she is overseeing the brand relaunch of the company’s Intelligent Verification Platform, Xactus360. This initiative includes a complete website refresh and an overhaul of all marketing materials to reflect its innovative technology and progressive approach to verification.
Sasha has also made significant progress in driving the positioning pivot of Xactus into a true fintech, ensuring it resonates with today’s market, the company’s partners, and its clients. A forward-thinking leader, Sasha is shaping Xactus’ marketing strategy to drive long-term success ensuring its alignment with key business objectives. Her focus includes increasing brand awareness, building thought leadership, driving strategic business development initiatives, and fostering a culture of innovation and growth – all while supporting Xactus’ overall mission of advancing the modern mortgage.
Prior to joining Xactus, Sasha used her leadership experience in business, technology, and operations serving as a fractional CMO and consultant. She also held executive roles at leading mortgage industry firms including Snapdocs and Black Knight. A recognized expert in mortgage technology, Sasha’s strategic mindset bridges the gap between lenders and technology, enabling organizations to grow revenue, solve complex challenges, and scale in volatile markets. Sasha is also a dedicated advisor and coach who is passionate about helping companies and leaders evolve and thrive in today’s dynamic landscape. She is often called upon as an industry thought leader – sharing her perspectives as a podcast guest, conference speaker and even co-host of the Chrisman podcast: Now Next Later.
In addition, Sasha is a #1 international best-selling author. She recently earned her Certified Mortgage Banker (CMB) designation, deepening her expertise in real estate finance and enabling her to apply this knowledge to her current role.
Kelly Williams
Chief Revenue Officer
York Public Relations
As Chief Revenue Officer, Kelly Williams leads York Public Relations’ revenue growth initiatives, playing a crucial part in aligning the agency’s sales, marketing, and customer success teams to drive sustainable expansion. With more than three decades of experience in mortgage and fintech sales and business development, he leverages his extensive industry knowledge to identify new market opportunities and enhance client relationships. His strategic vision is instrumental in developing innovative service offerings that meet the evolving needs of the industry. Kelly brings a wealth of experience and a proven track record in driving business growth within the industry.
Since joining the YORK team, our agency experienced another record year, partnering with more than 50 fintechs and financial institutions to increase brand awareness and lead generation. Celebrating its fifth year in business this year, York Public Relations continues to grow at an unprecedented pace.
Kelly recently said, “The global fintech market is projected to expand from $340 billion in 2025 to over $1 trillion by 2032, presenting tremendous opportunities for growth and innovation and an increasing need for quality PR and marketing services. There is no firm better to provide those services than York Public Relations. I look forward to working closely with the team to build on the firm’s strong foundation and accelerate its growth, while continuing to deliver exceptional value to our clients and partners.”
The industry continues to make huge shifts, and Kelly is ideally suited to help our clients navigate changes and maximize their public relations and marketing strategies. With more than 30 years of experience, he has a unique perspective on the industry, allowing him to truly advise clients; not just sell.
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