Allie Carey is the regular client experience contributor to Practically Speaking and the managing director of Front Office Product for Independent Advisor Solutions by SEI. Allie works closely with product managers to ensure the client is the center of each product design. She also leads new technology initiatives focused on bettering the experience for the advisor and their client.
Want to know more about Allie? She reads as much as she can (especially the Outlander series), loves sipping wine on any sun-drenched patio, and is proud mom to her two children and labradoodle. Read Allie's bio.
Shauna Mace, CHPC™
Shauna Mace is a regular contributor to Practically Speaking, focused on helping financial advisors and their teams grow. She is the managing director of Practice Management for Independent Advisor Solutions by SEI, and is responsible for developing actionable practice management insights and tools for advisors. As an expert in marketing, sales, operations and high-performance achievement, she has been helping businesses and individuals expand and flourish for over 16 years. She’s been featured in numerous industry publications, including “Advisor Perspectives,” “Kitces Nerds Eye View,” and “Top Advisor Marketing” podcast.
Want to know more about Shauna? She started Inspire Growth, a consultant and coaching business, in April 2020 at the very beginning of the COVID-19 pandemic and grew it to capacity in just over a year. She is a Certified High-Performance Coach, dedicated to high-performance results. She attempts to approach every day with a positive, growth mindset, which can sometimes be a challenge as a mother of two young girls. She married her high-school sweetheart, who’s also a financial advisor. They live in Vermont. Read Shauna's bio.
Dean Mioli is a tax and personal-trust contributor for Practically Speaking and the director of Investment Planning for Independent Advisor Solutions by SEI. He is responsible for supporting the delivery of advice-driven asset management solutions for advisors and their clients in the form of custom investment case analysis and proposal support, as well as technical investment support for advisors utilizing SEI's solutions and relationship directors and managers. An active presenter and speaker, Dean has also authored articles for The Tax Advisor and the Philadelphia Estate Planning Journal.
Want to know a little more about Dean? Dean is a competitive pistol shooter, loves live music and is World War II history buff. He and his wife are parents to their two dogs, Gunnar and Axel – two pups who know everything, but never tell. Read Dean's bio.
Harley Nager, CFP®
Harley Nager is a regular contributor to Practically Speaking on industry trends and topics pertaining to independent advisors and registered investment advisor firms. Harley and his peers work directly with advisors across the country to ensure that the IAS digital strategy is in line with their needs and those of their clients. He is passionate about the notion that everyone deserves and needs professional objective financial advice, and SEI’s role in helping advisors deliver this. He loves helping advisors increase their efficiency so they can be more gratified as business owners and help more clients achieve their lifelong financial goals.
Want to know more about Harley? Harley enjoys coaching baseball, golfing, fishing, cooking and listening to music. He is a perpetual learner, and always looks for opportunities to experience something new. He and his wife have two small children and he loves sharing his passions and interests with his family and friends. Read Harley’s bio.
Matt Potter, CFA
Matt Potter is an investments contributor for Practically Speaking and he also serves as a director of Investment Services for Independent Advisor Solutions by SEI. He is responsible for supporting the delivery of advice-driven asset management solutions for our advisors and their clients. This includes custom investment case analysis and proposal support for our advisors, as well as technical investment support for our advisors and relationship managers. Matt is also a regular speaker at SEI- and advisor-sponsored events on topics such as the economy and financial markets.
Want to know a little more about Matt? He is an avid sports fan, particularly football, track and field, and college wrestling. He has two children (ages 20 and 16), two cats, and a dog, all of which tend to keep him and his wife quite busy. Read Matt's bio.
J. Womack is an investments contributor for Practically Speaking and a managing director for Independent Advisor Solutions by SEI. He is responsible for defining investment solution strategy, developing or enhancing the existing solution offering, and managing the launch of new investment products, tools and services.
Want to know a little more about J.? He enjoys non-fiction, usually something finance or business-related, is a die-hard USC Trojan alum, and loves his wife and two children dearly. Read J.'s bio.