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


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

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    LAUNCH

    LAUNCH

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    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.
    Michelle Atlas-Quinn

    Michelle Atlas-Quinn, J.D.

    Vice President of RIA Operations

    Josh Barber

    Josh Barber

    CIO & Co-Founder

    Noah Baum

    Noah Baum

    Operations Analyst

    Cody Branson

    Cody Branson

    Compliance Analyst

    Michael Curran

    Michael Curran

    Compliance Analyst

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    Michelle Diamantis

    Senior Compliance Analyst

    Christina Duncan

    Christina Duncan

    Senior Compliance Analyst

    Lindsay Fields

    Lindsay Fields

    Compliance Analyst

    Wren Green

    Wren Green

    Compliance Analyst Manager

    Shannon Hemphill

    Shannon Hemphill

    Compliance Analyst

    Joel Hergenreter

    Joel Hergenreter

    Senior Compliance Analyst

    Jake Jacobsen

    Jake Jacobsen, J.D.

    ​Senior Associate

    Joseph Keep

    Joseph Keep

    Compliance Analyst

    Jason

    Jason Kirkland

    Executive Director

    Taylor Lowery

    Taylor Lowery

    Compliance Analyst

    Amy Luna

    Amy Luna

    Account Development
    Representative

    Samuel Lyman

    Samuel Lyman

    Compliance Analyst

    Elizabeth Manteau

    Liz Manteau

    Senior Compliance Analyst

    Christopher Marks

    Christopher Marks

    Senior Compliance Analyst

    Jillian Martin, J.D.

    Jillian Martin, J.D.

    Junior Associate

    Janet Messer

    Janet Messer

    Senior Compliance Analyst & Senior Nexus Specialist

    Tim Monaco

    Tim Monaco

    Compliance Analyst

    Jamie Nicolas

    Jamie Nicolas

    Compliance Coordinator

    Ainsley Norman

    Ainsley Norman

    Nexus Specialist

    John Perry

    John Perry

    Compliance Coordinator

    Courtney Raymond

    Courtney Raymond

    Director of Strategic Development

    Dave Reichert

    Dave Reichert

    Lead Senior Compliance Analyst

    Jen Schuette

    Jen Schuette

    Senior Compliance Analyst

    Samantha Stafford, J.D.

    Samantha Stafford, J.D.

    Associate Attorney

    Ruth Thortvedt

    Ruth Thortvedt

    Senior Compliance Analyst

    Matt Tuerk, J.D.

    Matt Tuerk, J.D.

    Contract & Client Services Specialist Associate

    Molly Wheeler

    Molly Wheeler

    Compliance Analyst

    Neil Wolstenholme

    Neil Wolstenholme

    Compliance Analyst

    Petra Zunt

    Petra Zunt

    Compliance Coordinator

    DEFENSE

    DEFENSE

    Attorney advising clients at a law firm specializing in legal consulting and business law services.
    Josh Barber

    Josh Barber

    CIO & Co-Founder

    Tad Burton, J.D.

    Tad Burton, J.D.

    Managing Director
    of Client Relations

    Josh Colville

    Josh Colville

    Administrative Law Assistant

    Jennifer Cox, J.D.

    Jennifer Cox, J.D.

    Senior Associate

    Austin Davis, J.D.

    Austin Davis, J.D.

    Senior Associate

    Dalton Hodges

    Dalton Hodges

    Lead Administrative
    Law Assistant

    Michael Huebner, J.D.

    Michael Huebner, J.D.

    Associate

    Josephine Jiron

    Josephine Jiron

    Account Development
    Representative

    Doc Kennedy, MBA, J.D.

    Doc Kennedy, MBA, J.D.

    President & Founder

    Jason Kirkland

    Jason Kirkland

    Executive Director

    Peter Lindholm, J.D.

    Peter Lindholm, J.D.

    Associate

    Meredith McNulty

    Meredith McNulty

    Account Development
    Manager

    Alex Padla, J.D.

    Alex Padla, J.D.

    Senior Associate

    Tyler Reynolds, J.D.

    Tyler Reynolds, J.D.

    Associate

    Ric Rivard

    Ric Rivard

    Business Development Executive

    Christina Sacko

    Christina Sacko

    Account Development Executive

    Sheyla Serrano

    Sheyla Serrano

    Client Relations
    Manager

    Janay Simmons

    Janay Simmons

    Administrative
    Law Assistant

    Carla Smith

    Carla Smith

    Account Development
    Representative

    Tiffany Stone

    Tiffany Stone

    Account Development
    Representative

    Michael Wunderlich

    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.
    Nick Antill

    Nick Antill

    Practice Growth Specialist
    Nick Antill
    Josh Barber

    Josh Barber

    CIO & Co-Founder

    Jason Kirkland

    Jason Kirkland

    Executive Director

    Kayla Mulanax

    Kayla Mulanax

    Executive Assistant

    Anthony Novelle

    Anthony Novelle

    RIA M&A Account
    Development

    Courtney Raymond

    Courtney Raymond

    Director of Strategic Development

    Stacy Santmyer

    Stacy Santmyer

    Executive Vice President

    ADMINISTRATIVE

    ADMINISTRATIVE

    ADMINISTRATIVE

    ADMINISTRATIVE

    Ashley Alexander

    Ashley Alexander

    Operations Specialist

    Josh Collins

    Josh Collins

    Executive Assistant

    Chris Cross

    Chris Cross

    Director of Analytics

    Francesca

    Francesca Forcinito

    Director of Marketing

    Kerry Foster

    Kerry Foster

    Human Resources
    Generalist

    Kenneth

    Kenneth Garcia

    Document Processing
    Coordinator

    Becca

    Becca Malone

    Chief Operating Officer

    Annie

    Annie Springer

    Director of Technical Operations

    Kitty

    Kitty St. Laurent

    Executive Editor

    tieu

    Steven Tieu

    Systems Administrator

    AFFILIATES

    AFFILIATES

    AFFILIATES

    AFFILIATES

    Chelsea Bauer, Esq.

    Chelsea Bauer, Esq.

    Senior Attorney, HLBS
    Read Bio

    William Bean

    William Bean

    Associate Attorney, HLBS
    Read Bio

    Michael Bessette

    Michael Bessette, Esq.

    Managing Attorney, HLBS
    Read Bio

    Owen Harnett

    Owen Harnett

    Founder & Managing Attorney, HLBS
    Read Bio

    John Quinn

    John Quinn, Esq.

    Principal, Quinn Law Partners

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