About

Mission

Advisor Moves™ mission is to offer you the best career path from over 50 major financial services platforms.

Whether you are growing your practice by adding  additional advisors, purchasing an existing practice, or planning to sell your current practice, our team is here to advise you concerning the best way forward.

Vision

We work with each advisor or group to maximize career opportunities by being in the right place at the right time to achieve the desired results.

We help develop a strategy to achieve career aspirations; we bring reality and clarity to those aspirations; and we bring resources and opportunities to you to help finalize the best decisions.

Values

Team

David Hensley, President

Wealth Management Recruiting Experience

Advisors have access to my 30+ years of advisor recruiting, business development and negotiating expertise as well as my in-depth relationships within the independent channel.

Kurt Farnsworth, MBA

Kurt offers two decades of experience in financial services as a retail practitioner, insurance agency owner/recruiter, compliance specialist, and supervising manager to assist you as you make your next career move.​

Max Bolka

Max Bolka is a 30+ year veteran of the financial services industry who developed and served a nationwide planning and investment clientele. Today he “Builds First-Class Financial Advisors” of all kinds through his dynamic speaking, insightful writing and comprehensive business development mentoring program.

Jeff Drejza

As a 36 year veteran of the financial services industry, Jeff brings a wealth of experience and knowledge to the advisor- client looking for help in the area of succession and business development. Using a consultative approach, he has been directly involved in all aspects of business development, including the strategic and tactical components of recruiting plans and succession strategies with both corporations and independent businesses within the industry.