About Us

Maria has spent her entire 30+ career helping advisors grow their business. She has worn almost every hat in wealth management: Registered CSA, Branch/Complex Manager, Investment Wholesaler, Division Sales Manager (DSM), Philanthropic Advisor, and Outsourced Chief Investment Officer (OCIO).  As she continues to help advisors best serve their clients, she found that many in the RIA space do not have a reliable source for finding highly qualified and experienced Registered CSAs.  Through this site, Maria is helping to fill this gap, especially as more advisors leave the large wirehouses to launch or join an independent Registered Investment Advisor.

Ms. Kutscher has achieved a distinguished career in wealth management spanning over 30 years.  She started as a registered CSA at PaineWebber, then became a financial advisor and branch manager.  She was also managing director, regional director, and an institutional sales consultant at top asset management firms Invesco, American Century, Natixis and AIM.  With a passion for fintech, Maria launched an SEC-registered RIA with a team of software engineers to develop fintech software for the institutional retirement plans market.  Her most recent role was Complex Manager/Branch Manager at RBC.  An educator for life, Maria continues teaching CFA, CFP and FINRA licensing exam prep to students.