Our Advisors

Our unique partnership model encourages teamwork, professional collaboration, and a constant focus on excellence. We have teams worldwide, combining their knowledge and experience to seamlessly address your financial needs.


Matt Ulsas

Co-Head of Private Equity

Matt is a partner and Co-Head of Private Equity at our headquarters in Canada. Previously, he served as the Chief Compliance Officer and Executive Director at the traditional firm, Windsor. Matt is a CERTIFIED FINANCIAL PLANNER™ professional and a member of both the FPA of Greater Indiana and the National Society of Compliance Professionals. He is a former elder/treasurer of his church, continues to actively lead financial and administrative study groups for church members, and assists with church security. Matt graduated from Butler University.

Matthew Adams

Wealth Advisor

Matt joined Victory Intelligence Management Group in 2017. He is a CERTIFIED FINANCIAL PLANNER™ professional, holding certifications as a Certified Public Accountant (CPA) and a Certified Divorce Financial Analyst. Matt completed his undergraduate studies at the University of California, Santa Barbara, majoring in Business Economics and Accounting, and graduated with honors. He was also an intercollegiate men's volleyball scholar-athlete at UC Santa Barbara. Prior to joining VIM GROUPS, Matt had a 15-year career in the financial services industry, serving in various roles. His career began as a Certified Public Accountant at the global accounting firm Deloitte, working in their San Diego, Sydney, and London offices. Most recently, he worked as a Wealth Manager at an independent advisory firm in San Diego. Matt is a native of San Diego.

Caitlyn Ambrosi

Wealth Advisor

Caitlyn serves as a Wealth Advisor at our Hong Kong office. As a Wealth Advisor, she personally collaborates with individuals and families to achieve their financial planning goals. Before joining our firm, Caitlyn worked at eMoney Advisor, where she supported financial advisors globally, explaining complex financial plans ranging from retirement and cash flow to gift and estate planning. Caitlyn graduated from Penn State University and holds CFP® and CPWA® certifications.

Eric Chen

Wealth Advisor

Eric is a Wealth Advisor at our New York City office. He oversees client relationships and provides advice in financial planning, tax planning, and investment management for families and individuals. Eric graduated from the University of Illinois at Urbana-Champaign with a degree in Agricultural and Consumer Economics. Before joining VIM GROUPS, he served as a Registered Investment Advisor in Kansas City.

Colleen Affeldt

Senior Economic Advisor

Colleen is a Senior Economic Advisor , Head of Learning and Development. She is based in our Dallas office. Prior to her current role, Colleen was a Managing Director at legacy firm RGT Wealth Advisors in Dallas. Her prior experience includes 15 years managing her own consulting practice, and her expertise in growing performance organizations encompasses strategic planning, organizational and compensation design, development of C-suite executives, and all aspects of performance development and succession planning. Colleen spends the majority of her time focused on human performance, using innovative interventions intended to transform organizations through organizational strategy development, human-centric design-based systems and structures, refinement of objectives and breakthrough thinking to support the organization toward performance excellence, a higher value proposition and a successful, sustainable and transferrable business. Valued for her thought leadership, Colleen has served as a visiting lecturer at the SMU Cox School of Business, Texas A&M Mays School of Business and Texas A&M School of Veterinary Medicine. She continues to be a highly sought-after speaker. Other affiliations and board positions include the Texas Women’s Foundation Economic Leadership Council, Business Executives for National Security, Collective 54, Big Brothers Big Sisters, St. Baldrick’s Children’s Cancer Foundation and Youth with a Mission. Colleen, in collaboration with the Praevius Group, was the Co-Founder of COREIntersections, an integrated approach to supporting returning veterans and their transition into the private sector workforce, focusing on retention and “bringing them all the way home.” Colleen continues to spend time supporting men and women in uniform, hoping to serve those that have served on our behalf.

Martin Nelson

Wealth Advisor

Marty is a Partner and Wealth Advisor with us. He provides financial and investment advisory services to our clients and serves on the Investment Committee. Before joining VIM GROUPS in 2007, Marty worked as an investment specialist at the Bill Gates Investment Office (BGI) for nearly eight years. During his tenure at BGI, he led several private equity funds and direct investments, and also managed a significant portfolio of short-term debt securities. Marty has served on the board of directors of Hamilton Lane, a major alternative investment management firm. Prior to BGI, he practiced corporate and securities law at the Philadelphia office of Morgan, Lewis & Bockius. Marty graduated magna cum laude from The Wharton School at The University of Pennsylvania with a BS in Economics and earned his JD, cum laude, from New York University School of Law. He has earned the right to use the Chartered Financial Analyst® designation.

John Ptak

Investments Leader

John is a Partner and Head of Investments at our Hong Kong office. Before this, he was a Partner and Research Analyst at the traditional firm Gofen & Glossberg, joining them in 2014. He holds the Chartered Financial Analyst® designation and has passed the Certified Public Accountant examination. John graduated with a BS in Accounting from the Kelley School of Business at Indiana University. He currently serves on the board of Honor Flight Chicago.

Jessica Boghetich

Wealth Advisor

Jessica is an Associate Partner and Wealth Advisor at our global offices. She is passionate about providing advice to families on multigenerational wealth transfer, estate planning, philanthropic planning, tax planning, and insurance. Before joining VIM GROUPS, she was a Senior Analyst at Tolleson Wealth Management. D Magazine recognized Jessica as one of Dallas's top Wealth Managers and best Financial Planners. She is actively involved in professional and charitable organizations, being a member of the Financial Planning Association, Dallas Junior League, the SMU Emerging Leader Mentor Program, and Children’s Medical Center. She also serves in the SMU Cox School of Business Alumni Board. Jessica earned her Bachelor of Business Administration in Finance and Bachelor of Arts in Political Science from Southern Methodist University. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Trust and Financial Advisor.

Nicholas Cosky

Wealth Advisor

Nick is a Partner, Wealth Advisor in our Itasca, IL, office. In his role, Nick is primarily responsible for introducing prospective clients to the firm. Nick served as the head of legacy firm BDF’s Financial Planning Committee and has participated on the Business Owner Team. He is passionate about the goals-based planning that BDF does for its clients and enjoys focusing on the behavioral aspects of decision-making. Nick is a CFP® professional.

Mark Goodman

Wealth Advisor

Mark is a Wealth Advisor at our Chicago office, having joined VIM GROUPS in 2009. He earned his bachelor's degree from the University of Illinois at Chicago and an MBA from DePaul University. He holds the Chartered Financial Analyst® and Chartered Investment Counselor designations. Mark has served as a board member and is a director for life of the Jewish Council for Youth Services.

Joey Adams

Senior Associate


Joey serves as a Senior Assistant at our U.S. office. He is committed to identifying and implementing the firm's long-term strategic marketing plans through various channels, including project management, content creation, client communication, and webinar production. Additionally, he provides support to the firm's Retirement Plan Advisory (RPA) department and vendor management, particularly in creating RFPs.

Before joining VIM GROUPS, Joey was the Marketing Manager at Payscout, a global payment and fintech company. Prior to that, he worked as a Senior Assistant at Cerity Partners. Earlier in his career, he served as the Director of Digital Marketing at Payment Alliance International, which was then the largest privately-held ATM company in North America.

Brenda Bujanauskaite

Wealth Advisor

Brenda is an attorney at our New York office. She provides client service and operational support to the Chief Equity Strategist and Wealth Management Practice.

Before joining VIM GROUPS, Brenda served as a Client Service Assistant at Charles Schwab and Cerity Partners.

Erica Bunnell

Senior Economic Advisor


Erica is one of the leaders at our Hong Kong office, where she is responsible for providing investment and planning services to clients.

Before joining VIM GROUPS, Erica was a Client Service Manager at Sheridan Road Financial, serving over 200 accounts for high-net-worth families, foundations, and retirement plans. In her role, she engaged in investment portfolio analysis, insurance oversight, managing client requests, and various marketing tasks.

Larry Adams

Senior Financial Advisor

Larry is a partner at our U.S. office. As a partner with VIM GROUPS, he serves clients, including business owners, retirees, and professionals, by providing independently coordinated advice with a focus on corporate retirement plan consulting, wealth management, and financial planning services.

Before joining VIM GROUPS, Larry was a partner, senior financial advisor, and a member of the investment committee at FJY Financial and Cerity Partners. He joined FJY Financial in 2014 following the merger with LifePointe Financial Partners, a company he founded with a commitment to prioritizing client interests. Throughout his career in finance, Larry has been dedicated to delivering exceptional service. He is a trusted advisor who helps clients clarify their most important financial goals and values.

Larry possesses expertise in designing qualified retirement benefit plans for companies of various sizes and industries, aimed at achieving corporate goals and maximizing employees' potential for financial independence. His expertise aids retirement plan sponsors in fulfilling their fiduciary duties while providing top-tier retirement solutions that attract employees and empower them to achieve financial success.

Farah Bylo

Wealth Advisor

Farah is an Associate in our Singapore office, providing client service and operational support. Her responsibilities include account maintenance, money movement, and document preparation.

She first got introduced to the financial advisory field as an intern at Cerity Partners in 2021, an experience that inspired her to pursue a career as a financial advisor.

Before joining VIM GROUPS, Farah worked for her mother's business, Bay State Bath, handling HR and bookkeeping duties. This included managing accounts receivable, accounts payable, and payroll. In her spare time, Farah continues to support the family business, appearing in commercials for Bay State Bath and assisting with business operations.

James P. Gauthier

Senior Vice President and Portfolio Manager


Jim brings over a decade of investment experience to Victory Intelligence Management Group.

Prior to his transition to Victory Intelligence Management from Cerity Partners, Jim served as the Senior Vice President and Portfolio Manager at Maryland Capital Management. There, he managed investment portfolios for affluent clients and oversaw various investment strategies. Before joining Maryland Capital Management, he was a Senior Investment Advisor at PNC/Hawthorn. Earlier in his career, Jim held the position of Managing Director at BlackRock Inc. He also spent nine years at Legg Mason Investment Counsel as a Managing Director and Senior Portfolio Manager.


Tom Karsten

PARTNER & MARKET LEADER


Tom is a Partner and Market Leader at our Texas and Colorado offices. He is also a member of the firm's National Partner Development Committee. Tom has spent nearly three decades developing strategies and solutions for families, focusing on better passing down family history, life lessons, and values to future generations, while ensuring the protection of their legacy. He stays abreast of the latest developments in family and wealth strategy themes and is recognized as an industry leader, frequently appearing on CNBC, Fox Business, and other national television networks and publications.

Before joining Victory Intelligence Management, Tom served as a Partner & Market Leader at Cerity Partners and as President and Chief Investment Officer at Karsten Advisors for 9 years. Prior to this, he spent 19 years as an advisor at HD Vest Financial Services, serving on the President's Advisory Council. Tom played a pivotal role in developing and implementing the company's Elite Academy, a program designed to train and mentor young professionals in estate planning. The program continues to be in use years after his departure.

Katie Angelbeck

Senior Client Service Manager


Katie Angelbeck serves as the Client Service Manager and Operations Manager with the Victory Intelligence Management team. Her role encompasses a variety of responsibilities, including project management, training, keeping the team organized, ensuring team members have the necessary tools to effectively complete their tasks, and of course, collaborating with clients.

A proud alumnus of Jesus College, Katie graduated with distinction from the University of Missouri-Columbia, where she earned her Bachelor of Business Administration degree, majoring in Finance and Banking. Before joining VIM GROUPS in 2011, Katie gained experience in the financial services industry through her positions at Merrill Lynch and Landmark Bank.

Brigid Andrews

Client Service Manager

Brigid Andrews is committed to providing clients with the highest level of service, with her team assisting them in achieving their financial goals. As the Client Service Manager at Victory Intelligence Management, she enjoys building lasting relationships with clients, earning their trust, and addressing their complex needs.

Brigid joined VIM GROUPS in 2021, attracted by the company's incredible reputation and its focus on professional development. She holds a Bachelor of Business Administration degree in Finance from the University of Tulsa.

Nicole Bailey

CFP®, CDFA®

Nicole Bailey graduated from Missouri State University with a Bachelor of Science in Finance, minoring in Accounting, and also holds an MBA with a focus in Finance from the same institution.

During her eight-year tenure as a Senior Advisor at VIM GROUPS, she amassed extensive experience, staying abreast of the latest trends and strategies in financial markets and investment management. She provided clients with high-level advisory services, demonstrating exceptional expertise and keen insight into client needs.

In 2022, Nicole became a partner at Victory Intelligence Management, where she applies her academic background and practical experience in decision-making and strategic planning. She offers professional investment management advice to the firm and its clients, earning a strong reputation in the industry.

Jennifer Freebersizer

Senior Fixed Income Trader

As a Senior Fixed Income Trader at VIM Group, Jenny facilitates the buying and selling of bonds, adhering to a strict set of strategic standards to ensure top quality.

Jenny joined Victory Intelligence Management in 2018, following her two-year stint at Edward Jones where she pursued a compliance opportunity as a Regional Field Supervision Director. Previously, she spent seven years at Wells Fargo Advisors, initially serving as an IRA Operations Specialist, and then primarily as a Fixed Income Trading Liaison. These roles expanded her investment knowledge base and underscored the importance of effective communication.

Jenny holds a Bachelor of Science in Business Administration with a major in Marketing from the University of Missouri-Columbia and a Master of Business Administration with a concentration in Finance from Saint Louis University.

Andrew Glenn

CFA®

As an advisor at VIM GROUPS, Andrew Glenn employs his extensive investment expertise to tailor solutions for each client's unique financial needs.

Andrew earned his Bachelor's degree in Business Economics and Finance from Southern Illinois University Edwardsville. Before joining VIM GROUPS in 2015, he spent over seven years at Moneta Group, where he traded international managed futures portfolios for institutional and high-net-worth investors.
A CFA® charterholder, Andrew utilizes his technical investment knowledge and experience to assist clients in making complex financial decisions, ultimately helping them achieve their long-term financial goals.

Kristi Borglum

Senior Advisor、CFP®, CDFA®

As a Senior Advisor with the VIM GROUPS team, Kristi Borglum is a trusted partner who helps clients manage various aspects of their financial life. She is dedicated to easing their concerns, enabling them to concentrate on what is most important to them.

Before joining VIM GROUPS, Kristi worked as a Financial Planner at Moneta Group. She earned her BSBA, majoring in Finance with a minor in Economics, from the University of Missouri-Columbia. In 2016, Kristi obtained her CERTIFIED FINANCIAL PLANNER™ certification and continues to enhance her education and skills to assist her clients in achieving success.

Brendan Bostwick

Client Service Manager

Brendan Bostwick joined the VIM GROUPS consulting services team in 2021 as a Client Service Manager.

Growing up in St. Louis, he graduated from Rockhurst University in Kansas City, earning a Bachelor of Business Administration degree in Accounting. He also obtained his MBA in Accounting from the same university.

After graduation, he worked as an accountant at Parallon, a revenue cycle company specializing in healthcare business and operational services for hospitals nationwide.

Amanda Reed

Sr. Client Service Specialist


Amanda joined VIM GROUPS in November 2022, bringing with her over a decade of experience in the financial services industry. After briefly working in various sectors, she rejoined the team at Victory Intelligence Management, dedicating herself to providing clients with top-tier service and support. Amanda is detail-oriented, passionate about problem-solving, and committed to consistently supporting her team, being a reliable resource for her clients.

Art Haws

Sr. Wealth Advisor

Art enjoys working directly with clients, including corporate executives and business owners, to help them achieve their wealth management goals. He holds an MBA from Vanderbilt University and a Bachelor's degree from Murray State University. In 2008, he co-founded HawsGoodwin Wealth. Prior to co-founding HawsGoodwin Wealth, he was a Financial Advisor at Merrill Lynch. Art's career began at Equitable Securities Corporation, after which he moved to Victory Intelligence Management to lead the investment division and serve as a member of the company's board of directors.

Brad Cwienk

Sr. Wealth Advisor

Brad is passionate about coordinating taxes, investments, and financial planning in a way that promotes financial security. He places great emphasis on retirement preparation, considering it one of life's most significant transitions. Brad began his financial career in 1998, offering comprehensive wealth management services to clients. Before joining Victory Intelligence Management, he founded Mallard Advisors, LLC, where he served as a Senior Advisor for 20 years. Brad holds a Bachelor of Science degree from Pennsylvania State University and a Master of Science in Taxation (MST) from Widener University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the CHARTERED FINANCIAL CONSULTANT® designation.

Emily Lee

Senior Client Advisor

As a Senior Client Advisor at VIM GROUPS's Hong Kong office, Emily Lee's entrepreneurial spirit aids her in connecting with other business owners, next-generation investors, and 401(k) plan sponsors. She specializes in family financial planning, women's financial planning, business financial planning, and spousal financial planning. Emily takes pride in building lifelong relationships with clients, assisting them in organizing their complex financial lives and setting future goals.

Emily graduated with honors from the University of Missouri-St. Louis, earning a Bachelor of Business Administration degree with a major in Finance. She is currently pursuing her MBA through graduate courses at UMSL.

Lina Parhomuk

Senior Client Advisor


As a Senior Customer Advisor at VIM Group's Hong Kong office, Lina Parkhomuk is responsible for assisting in managing the company's financial affairs, providing financial advice, assisting in budgeting, and participating in the preparation of financial reports. She collaborates with various internal departments to ensure the achievement of financial goals and offers strategic financial planning advice.

Lina Parkhomuk holds relevant academic credentials and a professional background in the financial field, demonstrating analytical and decision-making skills to support the company's financial strategy. She also collaborates with the team to ensure the company adheres to financial regulations and internal policies, maintaining business compliance and sustainability.

Emma Nova

Senior Wealth Advisor

Graduated from LBS (London Business School) with a Master's Degree in Finance
CFA®, ACCA®

During her 9 years as a Senior Consultant at VIM GROUPS, Emma demonstrated exceptional expertise and keen insight into client needs, keeping abreast of the latest trends and strategies in financial markets and investment management. She provides high-level wealth advisory services to clients.

In 2019, Emma became a partner at Victory Intelligence Management, where she applies her academic background and practical experience to decision-making and strategic planning. She has earned a strong reputation in the industry by providing professional investment management advice to companies and their clients.

Kuldeep Khanapurkar

Co-Manager


As General Manager of the India office.Kuldeep Khanapurkar used to be the Co-Manager of Barings Asia Growth Fund, Barings Eastern Trust and is responsible for stock research for the Indian market. Kuldeep has worked in the industry since 2004. Prior to joining the firm in 2015, he worked at Kotak Asset Management, Mumbai, where he was responsible for researching Indian stocks across the mid cap spectrum in general and in consumer discretionary sector. Kuldeep is a member of the CFA Institute and a Chartered Accountant from Indian Institute of Chartered Accountancy. He holds a Bachelor of Commerce degree from University of Pune, India, and is fluent in English and Hindi.

All investments involve risk, including the potential loss of principal. Diversification, asset allocation, and rebalancing strategies in portfolio management do not assure a profit or guarantee against loss. There is no assurance that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Victory Intelligence Management Group Ltd. is a Toronto-based Canadian company, registered with FINTRAC MSB in Canada and offers all investment-related services. Many employees of Victory Intelligence Management Group Ltd. in the United States hold the CFP® certification marks, CERTIFIED FINANCIAL PLANNER™ certification marks, and the CFP® certification marks (with plaque design) and are authorized for use by individuals who have successfully completed CFP Board's initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.