Myriad Advisor Solutions began as a three-person office with a bold mission: to make the process easier and simplify success for business owners. Today, 15 years later, we’ve empowered 10,000+ independent financial advisors nationwide-and counting.
Myriad Advisor Solutions began as a three-person office with a bold mission: to make the process easier and simplify success for business owners. Today, 15 years later, we’ve empowered 10,000+ independent financial advisors nationwide-and counting.
LEADERSHIP TEAM
DANIELLE WHITE
CEO, COO, CFO
LEIGH WHITE
CTO, Chairman
AIMEE COOK
VP, Strategy & Business
Development
KYLE MEDENDORP
Director, Information
Technology
NADINE ARGO
Administrative Assistant
PAUL GILBERT
Marketing Manager
VICKI NELSON
Director of Compliance
& Supervision
SHANNON MAYNES
Customer Care Manager
DANIELLE WHITE
CEO, COO, CFO
LEIGH WHITE
CTO, Chairman
AIMEE COOK
VP, Strategy & Business
Development
KYLE MEDENDORP
Director, Information
Technology
PAUL GILBERT
Marketing Manager
SHANNON MAYNES
Customer Care Manager
OUR HUMBLE BEGINNINGS
Founded with a clear vision, Myriad Advisor Solutions began as a three-person team focused on supporting independent financial advisors and entrepreneurial firms with practical tools for growth.
A REMARKABLE GROWTH STORY
Today, Myriad Advisor Solutions is a national consulting partner to financial services firms, known for delivering specialized expertise, scalable solutions, and long-term strategic guidance.
CORE SERVICES THAT DEFINE US
Our growth is driven by a focused suite of core services that support financial services organizations at every stage. These include Technology, Telecommunications, Human Resources, Marketing, and Business Services, foundational capabilities that help our clients navigate complexity, operate efficiently, and scale with confidence.
A NATIONWIDE PRESENCE
With clients across the country, Myriad Advisor Solutions serves organizations primarily within the financial services industry, providing trusted consulting and support from coast to coast.
UNPARALLELED EXPERTISE
What truly sets us apart is the depth of knowledge our team brings to every engagement. Our seasoned professionals stay ahead of industry trends, ensuring clients benefit from innovative solutions, actionable insights, and best practices that drive meaningful results.
OUR HUMBLE BEGINNINGS
Founded with a clear vision, Myriad Advisor Solutions began as a three-person team focused on supporting independent financial advisors and entrepreneurial firms with practical tools for growth.
A REMARKABLE GROWTH STORY
Today, Myriad Advisor Solutions is a national consulting partner to financial services firms, known for delivering specialized expertise, scalable solutions, and long-term strategic guidance.
CORE SERVICES THAT DEFINE US
Our growth is driven by a focused suite of core services that support financial services organizations at every stage. These include Technology, Telecommunications, Human Resources, Marketing, and Business Services, foundational capabilities that help our clients navigate complexity, operate efficiently, and scale with confidence.
A NATIONWIDE PRESENCE
With clients across the country, Myriad Advisor Solutions serves organizations primarily within the financial services industry, providing trusted consulting and support from coast to coast.
UNPARALLELED EXPERTISE
What truly sets us apart is the depth of knowledge our team brings to every engagement. Our seasoned professionals stay ahead of industry trends, ensuring clients benefit from innovative solutions, actionable insights, and best practices that drive meaningful results.
OUR PARTNERS
