Laura Kogen is vice president within the Practice Management & Consulting organization of Fidelity Institutional Wealth Services (IWS), a Fidelity Investments company and a leading provider of ...

Christine Gaze is responsible for developing and executing the strategic direction of all advisor practice management and business consulting services for TD Ameritrade Institutional. She is ...

partnership consulting, CFO services, investment management, insurance and practice management consulting. The company employs a highly experienced team of CPA charterholders and CFP practitioners.