Your Team
Meet the leadership team of Founders Financial. Each of us is steadfastly committed to serving the goals and dreams of financial advisors.
MICHAEL O BROOKS
Founder & ChairmanMICHAEL O BROOKS
Founder & ChairmanMICHAEL O BROOKS
Founder & Chairman
A visionary and stoic force serving as an instrument of growth to others In 1992, after years of working in the financial services industry, Michael developed a very acute sense of what’s what, even more importantly: what could be. Driven by a passion for serving others and a knack for creating opportunity, Michael put his […]
BRADLEY SHEPHERD
Chief Executive OfficerBRADLEY SHEPHERD
Chief Executive OfficerBRADLEY SHEPHERD
Chief Executive Officer
Unmatched energy and optimism in the financial services industry Brad joined the Founders family in 1997 and has been the personification of the Founders ethos ever since. In his current role, Brad captains the development and pursuit of Founders’ strategic vision in alignment with the company mission. Brad is also front and center throughout the […]
PETER MURPHY
President & Chief Investment OfficerPETER MURPHY
President & Chief Investment OfficerPETER MURPHY
President & Chief Investment Officer
A thought-leader who prioritizes intelligent action over haste, and anything over social media Pete leads the strategic growth and development of Founders’ investment management programs and directly oversees the investment strategies available through FCMS®, Founders’ second-party asset management platform. Pete joined Founders in 2012, bringing with him over a decade of investment experience. In his time […]
JOSEPH KRCMA
Chief Compliance Officer, Chief Operations OfficerJOSEPH KRCMA
Chief Compliance Officer, Chief Operations OfficerJOSEPH KRCMA
Chief Compliance Officer, Chief Operations Officer
As Chief Compliance Officer and Chief Operating Officer, Joe is responsible for overseeing the day-to-day initiatives of the service and compliance teams at Founders and works tirelessly to protect, defend, and serve the Member Partner Firms of Founders. Along with his team, Joe interprets and upholds compliance regulations, conducts Member Partner Firm audits and reviews, […]
JOAN SHULTIS
Director, Marketing and CommunicationsJOAN SHULTIS
Director, Marketing and CommunicationsJOAN SHULTIS
Director, Marketing and Communications
As Director of Marketing and Communications, Joan leads the development and execution of Founders’ internal and external communications and marketing initiatives. Joan and her team design and carry out eye catching campaigns designed to increase awareness, generate leads, and grow the business. Joan enjoys partnering with the members of the Founders community to ensure that […]
KENDRA ORTON
Director of OperationsKENDRA ORTON
Director of OperationsKENDRA ORTON
Director of Operations
In her role, Kendra leads the operational and service functions of Founders. Prior to joining Founders in May of 2016, Kendra spent 18 years with a Baltimore-based global investment management firm where she held the position of Lead Manager of Retail Investment Services. When asked what she enjoys most about her new role with Founders, […]
CHRIS SOLORZANO
Technology Education AssociateCHRIS SOLORZANO
Technology Education AssociateCHRIS SOLORZANO
Technology Education Associate
Chris is responsible for the continuing education and service for Founders technology platforms. During his 13-year tenure as a technology professional, Chris has advocated and assisted companies and individuals alike to integrate technology into their workflows. Prior to Founders, Chris supported technology at Ebix, Inc. (SmartOffice), where he assisted in technology implementation and process development […]
PHILIP DUBAY
Virtual Operations ManagerPHILIP DUBAY
Virtual Operations ManagerPHILIP DUBAY
Virtual Operations Manager
As the Virtual Operations Manager, Philips is responsible for managing the team of virtual operations support and the maintenance of the program’s technology operations. Philip began his career in the financial services industry, beginning as a client services associates for a financial firm in Towson. His first-hand experience working with financial advisors and managing client […]
THOMAS SENSENEY, JR.
Relationship Development ManagerTHOMAS SENSENEY, JR.
Relationship Development ManagerTHOMAS SENSENEY, JR.
Relationship Development Manager
As the Relationship Development Manager, Tom leads Founders’ recruiting efforts, working closely with advisors to learn about them, their business, and their goals. Tom also partners with advisors as an additional asset throughout the transition process. Tom began his career in the financial services industry, starting out as a financial advisor. He continued to gain […]
If you truly want to achieve the most happiness you could ever achieve, you would give Founders a chance. They are going to allow you to see that you can achieve whatever you want to.
Brad Kellen FairWay Financial Member Partner since 2015
It's very nice to know that I am trusted, because I am worthy of that trust. And its nice to know that my clients don’t just have me at their back, they have a whole team of experts helping me serve them in the best possible way.
Jodi Brush Voyager Wealth Management Member Partner since 2017
I would say to other financial advisors, as a utility to me and my enterprise, there is no one that does what they do better. There is no one that process as much service, as much support, and as much experience as you get here.
Charlie Roberts DreamBridge Financial Member Partner since 2014