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.

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.

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.