The CONNECTED Advisor brings the right financial industry professionals together to develop on-line, virutal and in-person practice managment solutions. The CONNECTED Advisor provides strategies to retain top clients, increase assets, systemitize referrals and leverage technology to take a practice ot the next level.


Maureen Wilke, President


Maureen is a recognized industry speaker, practice management specialist and trainer delivering cutting-edge workshops to increase a team's profitability. She combines her passion for success with  execution to deliver successful programs.

With over 20 years of wealth management, sales and training experience with highly regarded firms, including Nuveen Investments, Maureen is able to develop and deliver powerful workshops, study groups and presentations. The CONNECTED Advisor is grounded in connecting advisors with clients and prospects at a much deeper level through a step by step process.

Maureen leads industry programs for the Money Management Institute, Wealth Management. com and has consulted with over 30 financial firms.


Steven Drozdek,
Financial Advisor Coaching/Training, Strategic Partner


Steve brings our clients a combination of experience in investment strategy training and coaching with financial advisors. His background includes financial advisor, sales trainer and Manager of Professional Development for Merrill Lynch. He has continued his  passion to train financial advisors and written books on sales, management, and best practices for financial advisors.


Rick Wilke, Technology


Rick develops robust web sites and digital solutions. He has spearheaded several successful business ventures and worked closely on projects with financial firms and sales enablement.


Sara Pearsaul Vice, Strategic Partner Communications


Sara Pearsaul Vice brings her experience as a writer and communications consultant for major corporations and educational institutions to our team. She has provided editorial and communication solutions to firms ranging from start-ups to FORTUNE 500 companies, including strategy, planning, project management and writing.


Jim McKenzie, McKenzie Creative, Strategic Partner


Jim McKenzie brings over 20 years of creative communications experience to our clients. His expertise is focused in digital and video production, animation, visual effects, web development, and corporate branding. With his vast experience, Jim has created solutions for firms including JPMorgan, Lazard Asset Management, and McDonald’s.

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