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Meet The Team

Focus Partners was formed in 2006 with a simple vision: “To help Financial Professionals take their business to the next level.” Since then, Focus Partners has grown into a full service marketing and practice management firm, offering services to both Financial Professionals as well as the firms they work for.

The heart and soul of Focus Partners revolves around our coaching. Our firm and coaching team is made up of a diverse group of professionals with an average of 20+ years experience in the Financial Services Industry. We have been advisors, branch managers, heads of training and development, sales and marketing professionals and industry coaches.

Randy Kent, Sales Manager, Strategic Partner/Senior Coach

Working with advisors at Wall Street’s major firms since 2003, Randy Kent has developed a good understanding of how to address many of the challenges faced by individual financial advisors, managers and teams.

His natural abilities to coach, motivate, hold advisors accountable and uncover dormant talents have provided clients with positive results ranging from increased AUM, to new relationships, improved client retention and better team dynamics.

Randy graduated from the University of Georgia where he received a BBA in Marketing from The Terry College of Business. Additionally, he studied at The Creative Circus, a leading, post-graduate advertising school in Atlanta, GA.

An avid backpacker and photographer, Randy enjoys living and being active in Big Canoe, a residential mountain community focused on preserving the natural environment and ecological systems. He is a member of the Appalachian Trail Conservancy, the UGA Alumni Association and his photography has been published in Atlanta Magazine.

Joy Tornillo, Strategic Partner/Senior Coach

Joy Tornillo has been working as a coach in the financial services industry for over 15 years. She has worked with hundreds of financial advisors and teams, at major firms, regional firms and independent advisors, ranging from trainees up to $15 million in production. She specializes in business development and marketing and particularly enjoys the complexities and personal dynamics of working with and structuring teams. Joy’s background as an attorney lends itself to identifying and developing specific action steps and procedures to help keep her clients focused and accountable.

Over the years Joy has also worked at the Branch level on strategic planning including recruiting. A business owner herself, Joy has been affiliated with Focus Partners since 2006 and consults with select clients on a contract basis.

Originally from Minnesota, Joy and her husband live in a suburb of Atlanta, Georgia. Joy has a Bachelor of Arts degree in Psychology / Family Studies from St. Olaf College and a Juris Doctorate from Drake University Law School in Des Moines, Iowa.

Dick Lown, Strategic Partner/Senior Coach

Dick has over 35 years of experience in the financial services industry. He started his career as a financial advisor with Merrill Lynch. For the last 30 years, he held various Wall Street positions, including Branch Manager, Sales Manager, and Complex director. For the last 27 years, he was a senior leader at UBS.

Dick has had great success over the years working with 100’s of financial advisors and teams to increase productivity and client satisfaction by helping them identify and determine steps to achieve their goals – with the emphasis on THEIR goals. He understands that there is no “one size fits all” approach and every engagement begins with a deep understanding of FA, Team, and Practice. He has helped teams develop a world-class client experience designed to provide predictable and repeatable process that clients enjoy and rave about. His focus is on helping Advisors articulate their “passionate why” as a first step to positioning value and belief. Dick helps develop business planning, workflow, organizational structure and most importantly marketing and branding strategies.

A Managing Director at UBS since 2006, Dick was named the Field Leader of the Year at UBS Wealth Management Americas in 2012 and was a member of the Branch Manager Advisory Council from 2012 -2015. He was also named to the firm’s Leadership Council of top Complex Directors and Branch Managers 11 times.

Dick has a degree in political science from Boston College.

Josh Feinberg, Strategic Partner/Senior Coach

Josh's past 15 years of experience has allowed him the opportunity to work with over 2500 Financial Advisors across the United States. Josh's clients include industry giants such UBS, Oppenheimer, Morgan Stanley Smith Barney, RBC Wealth Management, Wells Fargo Advisors, Merrill Lynch, and Raymond James, and his financial advisors' production range from $250,000 to $15,000,000 per year.

He excels at assisting Financial Advisors and Branch Managers to realistically identify and determine a course to reach their goals. Josh is committed to over-servicing his clients to achieve maximum results and goal attainment for each participant therefore maintaining an outstanding rate in client longevity. He uses a hands on approach that includes role playing and teaching his clients how to be prepared for client and prospect communication.

Josh graduated from Florida State University with a B.S. in Communications and has worked in the sales/consulting/training field for more than 15 years.

Vivian Mastrangelo, Strategic Partner/Senior Coach

Vivian specializes in coaching managers, top advisors and teams to achieve peak performance in their business. She has worked with over 1000 advisors since 2007 on the development and growth of their ideal practice. She acts as a sounding board for her clients and is a point of clear accountability to create a path to change. She has been coaching in the Financial Services industry at various firms including Merrill Lynch, Morgan Stanley, Wells Fargo and UBS.

Prior to coaching, she had a successful career as a Senior Vice President and Division Manager in Financial Services and was responsible for the management of a billion dollars in corporate assets .She has expertise in leadership development, team dynamics, business development, marketing and time management.

Vivian is a Professional Certified Coach and member of the International Coaching Federation and a Board Certified Coach with the Center for Credentialing Education. She is also a Certified Coach in Marshall Goldsmiths Stakeholder Centered Coaching as well as holding a certification in Social and Emotional Intelligence. She has a BS in Clinical Psychology from Fordham University and an Executive MBA from Claremont Drucker School of Management.

Larry Hayes, Strategic Partner/Senior Coach

Larry Hayes, CPC, ACC is an experienced coach and trainer with more than 27 years experience helping people develop themselves to achieve their own and their employers’ goals.

In the coaching world, Larry was awarded the credential Certified Professional Coach (CPC) from the International Coach Academy and Associate Certified Coach (ACC) from the International Coaching Federation. He studied extensively with Harvard University professors Robert Kegan and Lisa Lahey and is certified in their “Immunity To Change” coaching model, He also holds certifications with the Darden School of Business ”360-Degree Feedback coaching”, and with “ Raising the Bar” in London, England. Each experience focused on separate and complementary aspects of coaching that serve to provide an outstanding client experience.

Larry has coached leaders, executives and top performing Financial Advisors in the US and in Europe. As Master Coach and Coaching Team Head at UBS USA, he was responsible for the talent development of others in their coaching organization. During a multi-year assignment at UBS home office in Zürich, Switzerland he was co-facilitator of Senior Leadership Development Programs in their Wealth Management and Business Banking Division. Previously, he was First Vice President and Group Manager of Advanced Financial Advisor Development, Team Development and Practice Management at UBS Financial Services, Inc.

Larry is certified in Meyers-Briggs Type Indicator (MBTI) and Kolbe Index, which he uses as assessment.

Joel Soren, Strategic Partner/Senior Coach

For over 15 years, Joel has been coaching sales and financial service professionals in developing competencies to drive business growth and revenues. His background includes sales and branch management, product development and human resources. As Director of Training of Development and Divisional Human Resources Director, Mr. Soren built and developed a highly productive sales force which was recognized as one of the premier retail teams on Wall Street. During his tenure with Herbert J. Sims & Company, a boutique investment firm, he grew the retail sales force over 100% in two years, increasing revenue 60% in one year. Joel has served as in-house consultant to numerous investment banks, conceiving and implementing growth strategies to drive revenue. He has also spearheaded the startup of numerous brokerage subsidiaries and branch offices and developed a reputation as a successful Wall Street turnaround specialist.

He received his M.B. A. in Finance and B.A. in Psychology from Long Island University. He subsequently joined the US Army and was honorably discharged as a 1st Lieutenant. Mr. Soren is currently a FINRA arbitrator and Chairperson, and was a former President of the Wall Street Training Directors Association.

Matt Vukovich, Strategic Partner/Senior Coach

An experienced consultant in the financial services industry since 2004, Matt works with a wide range of financial advisors across the country to develop and implement strategic plans for new business development, sales process, proactive service model and team building to ensure consistent growth within their practice. Matt has worked with advisors and teams from $100k to $12mm in production all over the United States. He works closely with Focus Partners as a Strategic Partner.

While attending Auburn University, Matt earned his degree in Finance. When out of the office, he enjoys spending time with his wife, Lindsey, his son, Bryce, and his twin girls, Anna Grace and Ellie. He also enjoys playing golf and guitar.

David Leo, Strategic Partner/Senior Coach

David is a coach and consultant to financial advisors, planners and managers. He has decades of financial services industry experiences including over 7 years in PaineWebber’s Private Client Group where he focused his expertise on productivity solutions for financial advisors. He retired from IBM after a successful 30-year career that included positions in sales, marketing, management, and business process reengineering consulting serving the Financial Services Industry. He has been coaching Financial Advisors for over 13 years.

David is a proven team leader with highly developed analytical, organizational, communications and strategy skills. As a business coach, strategist and planner he has extensive experience in financial services marketplace. Among his experiences, he is a creative business and process analyst and reengineering consultant bringing common sense, organizational skills, logical decision-making, and methodology experience for problem solving. As a productivity specialist he brings extensive knowledge of business and sales processes and the application of productivity enhancement processes and technologies to his clients.

In addition to coaching David facilitates meetings, trains advisors and managers, performs strategy and planning exercises, Financial Advisory Process Improvement, marketing and sales effectiveness, client loyalty, and improved time management consulting.

Mr. Leo holds an MBA in Management from New York University and a BS in Commerce and Engineering from Drexel University.

Bill Maynard, Strategic Partner/Senior Coach

Bill has trained and coached Financial Advisors since 1986. He has personally coached some of the largest producers in the industry and is a regularly featured speaker at industry events. His background includes retail and institutional sales, fixed income, commodity and equity trading, investment banking and branch management. He has held series 7, 3, 4, 24, 30, 53, and 55 Securities Licenses, as well as Insurance. Bill is also the founder and Executive Director of The International Cultural Exchange, a non-profit organization that provides instruction in various percussion, dance and martial arts from around the world to at risk youths.

Suzanne Levy, Strategic Partner/Senior Coach

Suzanne works multi-million dollar producers as well as with senior leaders of Fortune 500 companies.

She partners with financial advisors, their teams and senior executives to help catalyze positive change. Her guidance is directed toward gaining new perspectives and taking bold actions to achieve outstanding—and measurable—results. Suzanne’s straightforward, insightful approach shepherds clients in identifying behaviors that promote productivity, enhance client relationships, sharpen operations and management skills, empower teams, facilitate strategic thinking and generate action plans for goals achievement.

Suzanne’s clients include Merrill Lynch, Morgan Stanley Smith Barney, Deutsche Bank, Accenture, Barclays, RBC Wealth Management, Travelers/Metlife, Red Bull, T-Mobile, Starbucks, Kraft, Diageo, and Mars.

Before her coaching career, Suzanne launched and managed a division of The Walt Disney Co. overseeing all publishing, marketing, consumer goods, online, new business development and promotion for many television properties. Prior to Disney, she worked in production management at HBO and in advertising at Ammirati and Puris in New York City.

Suzanne’s other experience includes serving for two years on the planning committee of the Executive Coaching Summit, a global network of senior development experts researching and integrating best practices. She worked as the career coach for, a financial and legal industry leader in career support; has presented to the group “100 Women in Hedge Funds”; and has recently been featured as the catalyst for the book “Becoming Ginger Rogers: How Ballroom Dancing Made Me a Happier Woman, Better Partner, and Smarter CEO” by Patrice Tanaka who worked with Suzanne just after 9/11.

Suzanne earned a BA degree from Washington University in St. Louis and has completed numerous coach trainings. She has lived and studied in Paris and has practiced martial arts for six years. She recently relocated to Boulder, CO with her husband and two young children. She can be found on the running paths, the ski slopes, the dance studio or the rock climbing gym with her eight year old daughter.

Leslie Jones, Strategic Partner/Senior Coach

Leslie has worked with financial firms and financial advisors in a coaching and training capacity since 1997. Her work has included partnering with senior leaders to create customized training programs, leading and facilitating workshops, and coaching both teams and individuals.

She specializes in training financial advisers, executives and entrepreneurs in leadership, client relations and business development. Clients of Leslie’s have included Smith Barney, UBS, Wells Fargo, Wachovia, Microsoft, Hewlett Packard, Vistage, Money Concepts, AXA Advisors, Guild Mortgage Company,National City Mortgage, as well as small business owners and entrepreneurs.

Leslie was spotlighted in Women’s Magazine as one of the top 10 Boulder County women to watch in 2010, Leslie holds a B.A. Degree in Psychology from Michigan State University.

Martin Kettlehut, PhD, Strategic Partner/Senior Coach

Dr. Kettelhut has been coaching since 1997. In 1998 he co-founded The Center for Excellence, a communications consulting firm specializing in training and developing financial advisors from UBS, Merrill Lynch, Smith Barney, Morgan Stanley, LPL and Wells Fargo in leadership, business development and team building.

Dr. Kettelhut’s is the author of:  LISTEN...Till You disappear.

Jen Brountas, Strategic Partner/Senior Coach

Jen is a professional leader who is driven by connecting people with opportunities in training, work and life. With more than twenty five years’ experience in the Financial Services industry, Jen has compiled a deep understanding of the industry and working with sales professionals. Prior to her coaching career, Jen spent 15 years at Pioneer Investments improving advisor productivity and deepening firm relationships. Throughout the 8 years at Prudential Financial, Jen honed her coaching and development skills to improve her client’s sales and revenue, while also helping a sales team improve their output. Throughout her tenure, Jen has educated and trained advisors at some of the top Financial Services firms including Merrill Lynch, Morgan Stanley, Wells Fargo, UBS, and LPL.

Jen earned her BA at Colby College. She has consultative & negotiation skill training through Barrons, and received her certificate from the American Society for training and Developing. Jen is currently in the final states of a program to become a Certified Professional Coach through The Institute for Professional Excellence in Coaching (IPEC). Jen has attained her CPC (Certified Professional Coach) and ELI-MP (Energy Leadership Index Master Practitioner) certifications through The Institute for Professional Excellence in Coaching (IPEC)

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