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Discuss overall vision for GVA, opportunities for advisors, and the technology stack.

Phil Regan

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Discuss advisor onboarding, best practices when you join GVA, and opportunities for growth.

Eric Parnell

GVA ASSET MANAGEMENT

Discuss GVA Asset Management strategy, opportunities, implementation, and more!

Stefanie Dolan

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Discuss marketing, branding, website design, events, and any other sales & growth ideas.

Ivette McCarthy

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Discuss all aspects of GVA insurance, from sales and support to brokerage and underwriting.

Jason Kell

GVA RETIREMENT

Discuss all aspects of GVA retirement services including regulations, education, and fees.

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