Leadership Team

  • Conor Delaney
    Founder & CEO
    Conor Delaney
    Founder & CEO

    Conor Delaney founded The Good Life Companies in 2012 after seeing a gap in the marketplace for successful advisors that wanted a turn-key solution to support their independent financial advisory practice. Mr. Delaney, along with his partner Courtnie Nein, began developing procedures, products, and support which became the foundation for the offering at Good Life today. Prior to that, he served as both a financial advisor and branch manager for Waddell & Reed Financial Services since 2005. He graduated from Alvernia University, Reading, Pennsylvania, with degrees in Accounting and in Business Management. Mr. Delaney was a graduate of Red Bank Catholic High School, Red Bank, New Jersey.

    After losing his father prematurely while in high school, Mr. Delaney entered the financial services industry full time as a sophomore in college, obtaining both his securities registrations and insurance licenses while remaining a full-time student and NCAA athlete. He began his private practice first before eventually joining Courtnie Nein in 2007, beginning a successful partnership that led the team to found Good Life Financial Advisors, giving them the ability to do more for their current and future clients, while also creating the opportunity to roll out a national platform that is intuitively designed to accommodate successful advisors who share in the same desire - serving their clients, community and family.  

    Mr. Delaney was also the driver behind creating Good Life Advisors, the Advisor Owned RIA. Again noticing a demand in the marketplace, a specialized model was created which afforded independent IAR’s the ability to own a piece of the RIA instead of just utilizing the RIA for the compliance services. He believes his responsibility is not just to oversee a company that delivers a great product to advisors looking to go independent, but also to help create more wealth for the advisor team by developing new assets and ideas for the firm. He believes in creating jobs and opportunity in communities around the country. To execute on this large responsibility, Mr. Delaney has surrounded himself with an executive team that includes veteran industry professionals and people with a long-established track history of building great companies in various marketplaces in the country.  

    Delaney married his college sweetheart, Liz, in 2008. They have four children: Blake Seraphina, Rhys Brian, Elena Rae and Boston James. They enjoy distance running as a family and spending time with their brothers, sister, and nieces in New Jersey. Delaney is also a volunteer board member at the YMCA, and an active participant in the Lions Club, Greater Reading Chamber of Commerce and the Alvernia Alumni Association. 

  • Lee Alcorn
    Chief Financial Officer
    Lee Alcorn
    Chief Financial Officer

    Lee manages the financial performance of Good Life Companies, providing financial and operational insights through business analytics to drive both organic and inorganic growth, and overall efficiencies.

    Lee has approximately 17 years of corporate finance experience, working for Marriott International, Qualcomm and has spent the past 13 years at LPL Financial most recently as a Senior Vice President.  His industry experience and corporate finance background positions the organization for continued growth and success.

    Lee graduated from Virginia Tech (Go Hokies!) with dual degrees in Finance and Political Science.  Lee grew up in Blacksburg, VA and moved to San Diego, CA shortly after graduating college. When he is not managing the financial performance of Good Life Lee enjoys spending time with friends and family, traveling, skiing, and spending time outdoors.

  • Nick LoPresti
    Chief of Staff
    Nick LoPresti
    Chief of Staff

    Nick has spent 28 years in the financial services industry, affiliating with Waddell & Reed, Inc directly after graduating from Hope College in Holland, MI. After spending time as an advisor, he stepped into various leadership roles within the organization, having served as a District Manager, Managing Principal and Regional Vice President supervising the Southeast US. Nick was also aligned with Ameriprise for from 2016-2018.

    Nick began his coaching business in 2019 after becoming a Certified John Maxwell speaker, coach, and trainer. He also obtained his PBCA designation in 2022. Nick currently resides in Chicago, IL where a majority of his coaching work is focused on financial advisors, RIA's and Broker Dealer Executives. Nick believes that personal performance is the key to unlocking ones business growth potential. 

    Education, Certifications, and Boards:

    • Hope College, Holland MI- BA Economics and Business
    • 1998 CMFC
    • Waddell & Reed, Inc Leadership Council Member
    • Certified Mutual Fund Counselor
    • Certified DISC trainer
    • Certified Professional Business Coach

    Areas of Expertise

    • Leadership Development
    • One on One Coaching
    • Personal Performance
    • Wellness
    • Communication

    Publications:

    • Leadership Development
    • “The Itch” (a children’s book)

    Strengths:

  • Steve Nicholas
    Executive Vice President, Human Resources
    Steve Nicholas
    Executive Vice President, Human Resources
  • Sean Mest
    Senior Director, Operations
    Sean Mest
    Senior Director, Operations

    Sean Mest joined Good Life Companies in February 2022. He graduated from Penn State University in 2013 with a Bachelor of Science in Business. Prior to joining Good Life Companies, Sean worked in agency consulting and investment operations for Park Avenue Securities. Sean has also worked as an independent Financial Advisor clearing through LPL Financial and Wells Fargo Advisors.

    Sean works as the Virtual Practice Team Manager, providing daily leadership and effective oversight of the VPM team.  

    Sean currently resides in Blandon, PA with his wife, Jessica and 3 daughters, Emma, Abigail, and Lillian. In his free time Sean enjoys spending time with his family, serving in his local church and community, hunting, cooking, as well as playing and watching sports.

     

  • Lisa Evans
    Vice President, Compliance
    Lisa Evans
    Vice President, Compliance

    Lisa joined Good Life in 2023 bringing with her over 25 years of experience in the financial services industry, working most recently as a senior principal consultant at ACA Group. Before her role at ACA Group, Lisa spent most of her compliance career at LPL Financial and Commonwealth Financial Network. Her industry experience allows her to guide advisors on how to remain compliant in our ever-changing regulatory environment.

    Lisa will lead the Compliance department and oversee all compliance and regulatory interaction for the company as well as provide regulatory oversight and supervision to the Investment Advisor branches affiliated with Good Life.

    Lisa earned her B.A. in Finance from San Diego State University. She holds her Series 7 and 24 and previously held Series 53 and 66 (which she hopes to have reinstated!). Lisa resides in Williams, Oregon, with her husband, Garry. She grew up in California, and when she is not helping Good Life stay compliant or spending time with family, she enjoys hiking, traveling, and being outdoors.

Accounting

  • Lee Alcorn
    Chief Financial Officer
  • Aelish Brooks
    Director, Accounting Operations
  • Jason Wilson
    Accountant
  • Amber Parker
    Accounting Coordinator

Administrative Support

  • Stacey Littles
    Executive Assistant
  • Cynthia Versluis
    Executive Assistant
  • Sir Finnegan Brooks
    Director of Happiness

Advisor Relations

  • Josh Chase
    Relationship Manager, Advisor Relations
  • Rebecca Lowe
    Advisor Relations Consultant

Advisor Services


  • Alison Howells
    Supervisor, VPM
  • Betty Winsor
    Service Coordinator
  • Kamisha McKnight
    Service Coordinator
  • Tim Denner
    Service Coordinator

Advisor Transitions


  • Terri Moyer
    Supervisor, Transitions
    Terri Moyer
    Supervisor, Transitions

    Theresa Moyer, or Terri, as she is known to her colleagues and friends, joined the team in 2019. Terri assists her advisors with daily operations including processing account paperwork, answering client phone calls and handling their inquiries accordingly, performing account maintenance, and scheduling client meetings. Account research, report management, document processing and mailings are also some of Terri’s areas of expertise. She has attended Penn State University with a Bachelor of Science in Accounting in progress, while also obtaining multiple certificates in Finance and Psychology. When she is not in the office, Terri enjoys outdoor activities like hiking and kayaking with her husband, Chris, and their two dogs, Nelli and Thor.

  • Monica Moody
    Transitions Consultant
    Monica Moody
    Transitions Consultant

    Monica Moody is a transition specialist with 6 years of experience working alongside the executive team of a Fortune 500 company. Monica specializes in business transitions and is responsible for educating business clients on treasury systems and applications, including banking software, company procedures, and organizational apps. Monica is a powerful force in the workplace and uses her positive attitude and tireless energy to encourage others to work hard and succeed. Monica is inspired daily by her two children. In her free time, Monica likes to travel, shop, and spend time with her children.

  • Hunter Rice
    Transitions Coordinator
    Hunter Rice
    Transitions Coordinator

    Hunter got his start at Good Life Companies in 2020. He joined the Transitions Team as an intern, while in his final semester of college, and shortly after joined full-time. In his current position at Good Life, Hunter assists and supports financial advisors with the on-boarding process and account openings.

    Hunter earned his bachelor’s degree from Pennsylvania State University, majoring in Business: Financial Services. He graduated a semester early with Cum Laude distinctions. Hunter enjoys spending time with his family and friends, as well as watching sports.

  • Amanda Schultz
    Transitions Coordinator
    Amanda Schultz
    Transitions Coordinator

    Amanda Schultz is a Berks County native who joined Good Life Companies in 2021. She is a key part of the Business Development team and brings support to the group through prospective advisor coordination, correspondence, and administrative service. Prior to working in the financial industry since joining Good Life, she was a project manager at a sign company for over 5 years.

    Amanda resides in Mohnton, PA along with her husband Gregory and two children Nolan and Morgan. Amanda also handles the accounting for her husband’s landscaping business and is an assistant coach for Nolan’s soccer team. She enjoys her family’s yearly trip to the Outer Banks and loves any chance to be outside in the summertime. Amanda also enjoys being a mom to all her critters and takes her “crazy chicken lady” title very seriously.

  • Stacey Norquest
    Transitions Coordinator
    Stacey Norquest
    Transitions Coordinator

Business Development

  • Gonen Ergas
    Regional Director
  • Austin Shives
    Regional Director
  • Madison Rothschild
    Sales Enablement Manager

Compliance

  • Lisa Evans
    Vice President, Compliance
  • Dan Rome
    Compliance Consultant & Legal Counsel
  • Shane Danner
    Principal Delegate, Lead Compliance Consultant
  • Alexa Middleton
    Compliance Administrator

Human Resources

  • Steve Nicholas
    Executive Vice President, Human Resources
  • Bryan Rocks
    Director, Human Resources

Insurance

  • Fred Claghorn
    Executive Vice President
  • Andrew Hoffman
    Director of Insurance/National Trainer
  • Bridget Grossman
    National Support Specialist

Investment Research

  • Noah Brooks, CMT, CIPM®
    Director, Investments & Chief Market Strategist
  • Rachel Sheeler
    Investment Coordinator
  • Chris Needs
    Senior Research Analyst

Marketing

  • Chris Maier
    Director, Marketing Services
  • Kayla Rentschler, PCM®, CDMP
    Marketing Manager
  • Becky Nye
    Marketing Specialist
  • Britt Faye
    Senior Marketing Strategist

Operations

  • Sean Mest
    Senior Director, Operations
  • George Lennert
    Director, Real Estate
  • Sandra Bennett
    Real Estate & Operations Coordinator
  • Kelly Ostrowski
    Project Manager
  • Aaron Richards
    Salesforce Administrator
  • Davonte Brunson
    IT Specialist
  • Dillon Guise
    IT Vendor

Join the team that’s making a difference in the way in which financial products, services and advice are distributed to everyday clients in communities across the country.