Broker Check

Farpointe Expands Executive Team (Cue the Fanfare!)

April 21, 2021

"Surround yourself with people that push you to do better. No drama or negativity.  Just higher goals and higher motivation.  Good times and positive energy.  No jealousy or hate.  Simply bringing out the absolute best in each other." -Warren Buffett

Building an exceptional team is critical to the success of any business, even more so in a profession that revolves so closely around deep personal relationships. For that reason, we couldn't be more excited and proud to announce that two of our colleagues – who happen to be among the profession's most experienced and capable executives – have joined the Farpointe leadership team.

Casey Griffin has joined us as Chief Operating Officer to oversee all operational functions for Farpointe and our affiliated advisors, including transitions, onboarding, business processing, account servicing, compliance and technology. Casey has over 22 years experience as a senior executive in compliance and operations.  He has earned a stellar reputation as someone who is passionate about serving advisors and takes a vested interest in helping them succeed.

Stephanie Schuller joins Farpointe as EVP for Advisor Experience and Strategy.  She will be responsible for all aspects of the Farpointe advisor experience, including transitions, onboarding and practice management, and is also responsible for developing and executing our strategic initiatives.  Stephanie is an incredibly talented executive who specializes in creating order out of chaos – a skillset that is invaluable in our profession.

With these additions, Farpointe is extremely well positioned to deliver an exceptional platform and experience to our growing community of advisors.  We're also going to have a lot of fun doing it.  Our people are our advantage, and we are honored and thrilled to have two of the best in the business.

Welcome Casey and Stephanie!