The Life & Wealth Network was born from the belief that the advisory industry has led clients to assume that portfolio returns define financial security, family livelihood, and true happiness. Beyond money management, we understood that advisors needed to better address the parts of life beyond the numbers that matter most to families.
Life & Wealth Team
The company’s team aligns decades of experience and expertise in wealth management, impact, and storytelling.
Zachary Conway
Cofounder
Zach is the Managing Director of Conway Wealth. He is the founder of The Leader Board, a peer advisory platform that supports founders building businesses making an impact beyond the bottom line. Zach is also the cofounder of Seeds, a tech-enabled asset management platform that empowers advisors to deliver portfolios that align financial goals and personal values.
Michael Conway
Cofounder
Michael has spent more than 35 years building successful high-net-worth advisory firms as a shareholder of Summit Financial and the CEO of Conway Wealth, focused on leading clients toward Aligning Life & Wealth. Michael is also the cofounder of Seeds, a tech-enabled asset management platform that empowers advisors to deliver portfolios that align financial goals and personal values.
Ryan Cummins
Cofounder
Ryan has spent two decades working with global influencers at the intersection of storytelling and experience design. He is the founder of The Heroic Group, an advisory firm that supports philanthropic families and mission-driven CEOs, and the cofounder of Omaze, an online fundraising platform that has disrupted traditional philanthropy while raising over $200M for 500+ charities.
Life & Wealth Advisory Board
The Life & Wealth Network is supported by an advisory board of industry leaders.
Matt Brinker
Advisor
Matt was Chief Business Development Officer and Head of Acquisitions for United Capital Financial Advisors, where he executed over 90 transactions of wealth management firms nationally and launched and grew the firm’s Financial Life Management wealthtech platform. Before United Capital, Matt was the founder and operating partner of Kelly Consulting Group, which supported alternative money management companies. Matt is Managing Partner at Merchant, focused growth strategies for partner firms.
Tim Bello
Advisor & Board Member
Tim is Managing Partner at Merchant, focused on driving the company’s key growth initiatives. Tim was an early stage Partner at Dynasty Financial Partners, in charge of strategic implementation. Prior to Dynasty, Tim was Head of Global Platforms for New York-based alternative asset manager, SkyBridge Capital, where he built and managed the firm’s global platform sales activities. Previously, he was an original member of the Permal Group hedge fund of fund US private client platform team, where he launched and developed the firm’s US distribution arm and brand.
Ken Haman
Advisor
Ken is the Managing Director of the AB Advisor Institute, focused on developing and delivering consulting and training to financial advisors related to strategic marketing, effective communication, and practice management. Ken previously managed a practice in psychotherapy for 20 years as well as a consulting practice to large organizations, financial professionals, and senior executives. Ken holds a BA in business administration from Lebanon Valley College; an MDiv from Princeton Theological Seminary; an MAPC from Moravian College; and certifications in clinical hypnosis and neuro-linguistic programming from the American Hypnosis Training Academy.
Join The Network
Does your company provide a service in an area of life that advisors should discuss with clients? Become an advocate for helping families align the parts of life that matter most.