As your dedicated partner, we’ll make it easy for you to launch, manage, and grow your business.
Good Life Companies is a result of the culmination of a small group of Financial Advisors that came together to create a platform and culture for other Financial Advisors that are also in pursuit of their vision of the Good Life.
Advisors come to Good Life seeking a path to independence. Our proven system gives them that. We offer an easy transition and onboarding process to help you establish your practice, followed by a full range of ongoing support services. From practice management and lead generation to advisor training, compliance, and more, we are here to serve as your dedicated partner.
MISSION
Our mission is to disrupt the status quo in financial services and deliver on a calling to serve middle-American families and business owners, helping them to identify and achieve their version of “the Good Life” by optimizing our God-given talents and resources from a place of gratitude.
VALUES
At Good Life, we believe in serving others so that their “Good Life” is more attainable because of our team’s involvement in it. To do this, we pray for wisdom, insist on best practices, continually improve, embrace team unity, and are committed to helping our clients secure their future. Through our family of dedicated professionals, focused on being the best trained, most knowledgeable, and hardest working advisors for our clients, we never stop seeking to be the best version of ourselves that we can be.
We’re here to support you.
Leadership Team
- Conor DelaneyFounder & CEO
- Lee AlcornChief Financial Officer
- Nick LoPrestiChief of Staff
- Steve NicholasVice President, Human Resources
- Lauren Hoyt-WilliamsVice President, Marketing and Communication
- Greg TroccoliManaging Director, Sales
Accounting
- Lee AlcornChief Financial Officer
- Aelish BrooksDirector, Accounting Operations
Administrative Support
- Stacey WescheExecutive Assistant
- Judy GuthierCommunity Outreach Coordinator, Receptionist
- Abby PfaffmanReceptionist
- Sir Finnegan BrooksDirector of Happiness
Advisor Admin Services
- Sean MestDirector, Admin Support
- Aisha Kamanu-VicenteVirtual Practice Manager
- Betty WinsorVirtual Practice Manager
- Terri MoyerVirtual Practice Manager
- Hunter RiceTransition Specialist
- Alison HowellsVirtual Practice Manager
Advisor Relations
- Nick LoPrestiChief of Staff
- Amanda SchultzAdvisor Support Coordinator
Business Development
- Greg TroccoliManaging Director, Sales
- Christopher BegbieDirector of Business Development
- Amanda SchultzAdvisor Support Coordinator
Compliance
- Lisa EvansDirector, Compliance
- Dan RomeCompliance Consultant & Legal Counsel
- David KoehlerCompliance Specialist
- Alexa MiddletonCompliance Administrator
Human Resources
- Steve NicholasVice President, Human Resources
- Kelsey FritzHuman Resources Coordinator
- Francheska WatsonHuman Resources Generalist
Insurance
- Fred ClaghornExecutive Vice President
- Andrew HoffmanDirector of Insurance/National Trainer
- Bridget GrossmanNational Support Specialist
Investment Research
- Noah Brooks, CMT, CIPMDirector of Investments
- Rachel SheelerInvestment Assistant
- Kanon ReamResearch Analyst
- Chris NeedsResearch Analyst
Marketing
- Lauren Hoyt-WilliamsVice President, Marketing and Communication
- Kayla GettleMarketing Manager
- Becky NyeMarketing Specialist
Real Estate + Technology
- George LennertDirector, Real Estate
- Dillon GuiseIT Manager