Advisor Solutions Group
LifeYield's Advisor Solutions Group works closely with Financial Advisors and Registered Investment Advisors to provide tax-smart household management solutions that help achieve better after-tax returns for their clients. Our team of dedicated professionals has extensive experience in the financial services and technology sectors and understands advisors' best practices and the issues they face.
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Thomas Prior
EVP, Sales
Tom has over 25 years of experience in technology, with particular focus on financial technology. Tom was Head of Sales at Upstream Technologies from 2002 until... More »
Jack Sharry
EVP, Strategic Development
Jack has nearly 30 years experience in financial services holding senior positions in sales, marketing, product development, operations and distribution strategies... More »
Danielle Driscoll
VP, Advisor Solutions
Danielle has 10 years of sales and marketing experience in financial services and technology. She was part of one of the world's largest technology companies, Oracle... More »
Ann St. Peter
VP, Advisor Solutions
Ann brings to LifeYield a sound understanding of the issues advisors face and deep experience providing solutions that help them differentiate their practice... More »
LifeYield's Tax-Smart Software
Helps financial advisors simplify and maximize clients' retirement income.
What People Are Saying
"The more products, accounts and assets we manage through the LifeYield ROI™ process, the more income we can provide our clients. This is a win-win for the client and the advisor as we seek to provide more comprehensive services to the whole household."
John Rhett, Chairman, SunTrust Investment Services