About Us

About Us

About Us

AdvisorLaw is steadfast in our commitment to serving the unique needs of regulated financial professionals.
AdvisorLaw is steadfast in our commitment to serving the unique needs of regulated financial professionals.


Your Trusted Partner


As your strategic partner, we understand the specific challenges and opportunities faced by advisors and wealth managers. Our mission is to provide uncompromising defense, cutting-edge compliance solutions, and lasting value. These principles are the foundation of our focus on delivering unparalleled counsel and fostering enduring relationships within the wealth management landscape.


Your Trusted Partner


AdvisorLaw is steadfast in our commitment to serving the unique needs of regulated financial professionals. As your strategic partner, we understand the specific challenges and opportunities faced by advisors and wealth managers.

Our mission is to provide uncompromising defense, cutting-edge compliance solutions, and lasting value. These principles are the foundation of our focus on delivering unparalleled counsel and fostering enduring relationships within the wealth management landscape.


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What Our Clients Say

What Our
Clients Say

What Our Clients Say

"AdvisorLaw has been diligent in helping us through our compliance. They have a good process and they follow up regularly. Our entire team is very much in tune with the compliance requirements. I recommend them highly to fellow RIAs."

- Raj Rajendran ⭐⭐⭐⭐⭐

"Have worked in detail with the team of Erika and Wren to create and file ADVs. Doc Kennedy has supported along the way on legal issues. Great firm to work with, would highly recommend them for any advisor drafting documents or needing ongoing compliance support."

- Shane Farina ⭐⭐⭐⭐⭐

"Michelle Atlas-Quinn at Advisor Law is an extremely talented Attorney. I consider her my "Corporate Guardian Angel"

- Brad Tiche⭐⭐⭐⭐⭐

"Advisor Law knew exactly what needed to be done...I've recommended the firm to several former colleagues... and wd do so again...many thanks to you all."

- John Brewer⭐⭐⭐⭐⭐

"Advisor Law has been a great resource and advocate for me as a professional. Through countless conversations and a successful engagement, they have acted as true professionals delivering perfect results along the way. Thank you!"

- Travis Jeffrey⭐⭐⭐⭐⭐

"I was very happy will the level of service I received and the results. Was worth every penny to hire this firm. I highly recommend."

- Ted Peroulakis⭐⭐⭐⭐⭐

"Very professional. Everyone called when they said they would call. There was plently of follow up and follow through. Effective communication made this very easy for me! Thank you!"

- Lisa Murray⭐⭐⭐⭐⭐

"Best Decision Ever! My choice to hire AdvisorLaw was, without a doubt, the best career choice that I have ever made. The team is stacked with powerful, relentless, intelligent, and compassionate professionals. Thank you, AdvisorLaw, for giving my career the turbocharge that I never knew it could get!!"

- Bruce Kriens⭐⭐⭐⭐⭐

"The team at Advisor Law is great!"

- Kevin Pentz⭐⭐⭐⭐⭐


    Meet the Team


    Meet the Team


    LAUNCH

    LAUNCH

    Expert legal advisors providing top-tier corporate and business law services for startups and established companies.

    LAUNCH

    LAUNCH

    Expert legal advisors providing top-tier corporate and business law services for startups and established companies.

    COMPLIANCE

    COMPLIANCE

    Expert legal advisory services at AdvisorLaw LLC, specializing in business and personal law solutions to meet client needs effectively.

    COMPLIANCE

    COMPLIANCE

    Expert legal advisory services at AdvisorLaw LLC, specializing in business and personal law solutions to meet client needs effectively.
    Professional woman in a navy blazer smiling confidently, representing legal expertise at AdvisorLaw.

    Michelle Atlas-Quinn, J.D.

    Vice President of RIA Operations

    Professional male attorney wearing a dark suit and glasses, standing against a dark background.

    Josh Barber

    CIO & Co-Founder

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    Noah Baum

    Executive Assistant

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    Erika Binnix, J.D.

    Senior Associate

    Young professional male lawyer in a navy suit smiling confidently for a corporate headshot.

    Cody Branson

    Compliance Analyst

    Experienced attorney with gray hair and glasses in professional attire, focused on legal advisory services.

    Sara Bries

    Compliance Analyst

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    Christina Duncan

    Compliance Analyst

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    Jhansi Fusco, J.D.

    Associate

    A confident professional woman in a pale pink blazer smiling in a studio portrait for legal or business consulting services.

    Wren Green

    Compliance Analyst Manager

    Experienced lawyer in a gray suit and white shirt, professional legal expert specializing in business law and legal counsel services.

    Joel Hergenreter

    Senior Compliance Analyst

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    Jake Jacobsen, J.D.

    ​Senior Associate

    Professional female lawyer in navy blazer smiling against gray background, representing trusted legal advisory services.

    Samira Kadam

    Compliance Analyst

    Experienced attorney in business law and legal consulting at AdvisorLaw LLC, providing expert legal solutions for startups and established companies.

    Jason Kirkland

    Executive Director

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    Amy Luna

    Account Development
    Representative

    Friendly female attorney smiling in professional navy blazer for legal services at AdvisorLaw.

    Katie Lutz

    Compliance Analyst

    A professional lawyer in a dark suit posing confidently, representing legal expertise and trustworthiness for advisory and legal services.

    Samuel Lyman

    Compliance Analyst

    Elizabeth Manteau

    Liz Manteau

    Senior Compliance Analyst

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    Christopher Marks

    Senior Compliance Analyst

    Experienced attorney at AdvisorLaw LLC providing legal consultation and personalized legal services in Orlando, Florida.

    Janet Messer

    Senior Compliance Analyst & Senior Nexus Specialist

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    Timothy Monaco

    Compliance Analyst

    Professional woman in business attire smiling confidently, representing legal and financial advisory services at AdvisorLaw LLC.

    Bree Pate

    Compliance Analyst

    Experienced attorney with expertise in estate planning, estate administration, and elder law providing personalized legal solutions for clients.

    Courtney Raymond

    Director of
    RIA Development

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    Dave Reichert

    Senior Compliance Analyst

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    Ruth Thortvedt

    Compliance Analyst

    Professional business lawyer in a navy suit, digital marketing and legal consulting services, expert legal advice for businesses, effective legal strategy, corporate law solutions.

    Matthew Tuerk, J.D.

    Contract & Client Services Specialist Associate

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    Molly Wheeler

    Compliance Analyst

    Professional woman in business attire smiling against dark background, representing legal advisory services from AdvisorLaw.

    Petra Zunt

    Compliance Analyst

    DEFENSE

    DEFENSE

    Attorney advising clients at a law firm specializing in legal consulting and business law services.
    Professional male attorney wearing a dark suit and glasses, standing against a dark background.

    Josh Barber

    CIO & Co-Founder

    Professional lawyer in suit smiling for a corporate law firm's website, emphasizing legal expertise and client trust.

    Tad Burton, J.D.

    Managing Director
    of Client Relations

    Experienced legal professional in business law and estate planning at AdvisorLaw LLC, providing expert legal advisory services for clients seeking tailored legal solutions.

    Austin Davis, J.D.

    Associate

    Professional lawyer in a dark suit smiling for a corporate headshot, representing legal expertise and client-focused law services at AdvisorLaw.

    Harris Freedman, J.D.

    Senior Associate

    Filename: advisorlaw-legal-professional.jpg.

    Dalton Hodges

    Lead Administrative
    Law Assistant

    Experienced attorney woman in professional blue blouse, legal advisor portrait, skilled lawyer, legal expertise, confident legal counsel, AdvisorLaw firm image, legal services, law firm specialist, lawyer headshot, legal advice, legal professional, Attorney at Law, professional legal advisor, Law Practice, legal industry, law firm expert, legal career, legal consultation, attorney portrait, law and legal services.

    Josephine Jiron

    Account Development
    Representative

    Professional male lawyer in a gray suit, emphasizing legal expertise and corporate law services at AdvisorLaw.

    Doc Kennedy, MBA, J.D.

    President & Founder

    Experienced attorney in business law and legal consulting at AdvisorLaw LLC, providing expert legal solutions for startups and established companies.

    Jason Kirkland

    Executive Director

    Business lawyer in a dark suit with a blue shirt and tie, smiling confidently for professional legal services.

    Peter Lindholm, J.D.

    Associate

    Experienced female attorney in professional portrait, specializing in legal advisory services and client-focused legal solutions, representing AdvisorLaw.

    Meredith McNulty

    Account Development
    Manager

    Experienced attorney in professional legal services focused on law firm consultation and legal advice for businesses and individuals.

    Alex Padla, J.D.

    Associate

    Professional female attorney with long blonde hair wearing a blue blouse and black blazer, representing legal expertise in business and corporate law.

    Sheyla Serrano

    Client Relations
    Manager

    Portrait of a confident professional woman with curly hair, wearing a patterned blouse, representing legal and advisory services.

    Janay Simmons

    Administrative
    Law Assistant

    Experienced female attorney smiling confidently in professional legal attire, representing trusted legal advisory services.

    Carla Smith

    Account Development
    Representative

    Advisorlaw-legal-professional-smiling-man-in-suit.jpg.

    Michael Wunderlich

    Discovery & Investor
    Services Manager

    GROWTH

    GROWTH

    GROWTH

    GROWTH

    Expert legal and financial advisory services for individuals and businesses to navigate complex legal landscapes effectively.
    Professional male attorney wearing a dark suit and glasses, standing against a dark background.

    Josh Barber

    CIO & Co-Founder

    Friendly professional woman in business attire representing AdvisorLaw, providing legal and advisory services for personal and business clients.

    Veronica Canto, SPHR

    Case Director of
    Mergers & Acquisitions

    Experienced attorney in business law and legal consulting at AdvisorLaw LLC, providing expert legal solutions for startups and established companies.

    Jason Kirkland

    Executive Director

    Experienced attorney in professional liability law, offering expert legal advice and representation for clients in complex liability cases.

    Anthony Novelle

    RIA M&A Account
    Development

    Experienced lawyer in professional black suit and confident expression against gray background at AdvisorLaw.

    Stacy Santmyer

    Executive Vice President

    ADMINISTRATIVE

    ADMINISTRATIVE

    ADMINISTRATIVE

    ADMINISTRATIVE

    Professional woman with blonde hair wearing a white blazer and black lace top, smiling confidently, representing legal advisory services at AdvisorLaw.

    Ashley Alexander

    Operations Specialist

    Professional man in navy blue suit and glasses smiling confidently for legal or financial advisory services.

    Chris Cross

    Director of Analytics

    Corporate lawyer professional headshot for Advisor Law LLC.

    Francesca Forcinito

    Director of Marketing

    Jane Doe, experienced estate planning attorney at AdvisorLaw, specializes in probate, wills, trust administration, and elder law to help clients secure their future and protect their assets effectively.

    Kerry Foster

    Human Resources
    Generalist

    Experienced attorney in a professional suit with arms crossed, representing trusted legal advisory services.

    Kenneth Garcia

    Document Processing
    Coordinator

    A professional woman in business attire, smiling confidently against a dark background, representing legal expertise and client trust.

    Becca Malone

    Chief Operating Officer

    Professional woman in business attire with folded arms, demonstrating confidence and expertise in legal and advisory services.

    Annie Springer

    Senior System Administrator

    Experienced legal professional in business law, corporate compliance, and estate planning at AdvisorLaw LLC.

    Kitty St. Laurent

    Executive Editor

    Experienced legal professional smiling confidently in professional attire, representing AdvisorLaw's expert legal services for clients seeking trusted legal advice and support.

    Tawni Wilder

    Executive Assistant

    AFFILIATES

    AFFILIATES

    AFFILIATES

    AFFILIATES

    Experienced legal advisor specializing in estate planning, probate, and elder law services at AdvisorLaw LLC for personalized legal solutions and expert guidance.

    Chelsea Bauer, Esq.

    Senior Attorney, HLBS
    Read Bio

    Professional attorney in navy suit with a striped tie, smiling confidently against a black background, representing legal expertise and client trust.

    William Bean

    Associate Attorney, HLBS
    Read Bio

    Lawyer in a dark suit and tie, professional legal services, legal advisor, attorney at law, corporate law specialist, AdvisorLaw LLC.

    Michael Bessette, Esq.

    Managing Attorney, HLBS
    Read Bio

    Experienced attorney in business and employment law at AdvisorLaw, dedicated to providing expert legal guidance and personalized solutions for clients.

    Owen Harnett

    Founder & Managing Attorney, HLBS
    Read Bio

    Experienced legal professional smiling in a professional setting at AdvisorLaw specializing in legal services, law firm expertise, and client-focused legal counsel.

    John Quinn, Esq.

    Principal, Quinn Law Partners

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