Jon Kuttin, CEO

Jon Kuttin is a Barron’s Hall of Fame Advisor with 25+ years of experience leading and growing a financial advisory practice. Driven by a mission to build leaders and give back to the financial services industry, Jon launched Kuttin Consulting Group to provide training and consulting services from seasoned practitioners. Jon is skilled at building companies, M&A, leadership, Professional Alliances, Recruiting, and other growth oriented activities. He regular speaks and contributes articles and has been featured in a number of publications including Financial Advisor Magazine. In addition to serving as CEO of Kuttin Consulting Group, Jon serves as a partner in Haydenrock Solutions, a consulting firm helping CPAs build 21st century practices.

Shennandoah Connor, CGO

Shennandoah Connor is a consultant, author, and speaker helping advisors and businesses in financial services, professionals services, and other industries achieve quantum growth. She achieves this by establishing targeted marketing strategies and communications paired with frameworks and processes to create manageable and sustainable growth. She has written articles and spoken for a number of organizations including the Global Women’s Leadership Conference, the Society for Marketing Professional Services, the Institute for Leadership in Capital Projects, SXSW Interactive, and many others. She currently serves as Chief Growth Officer and Consultant for Kuttin Consulting Group.

Jeff Magson, COO

Jeff Magson is a seasoned financial services professional with over 25 years of experience in the industry. Throughout his career he has led high performing teams and implemented marketing programs and operational improvements that helped grow revenue and profitability. Jeff’s extensive credentials include FINRA Series 7, 63, 65, 24, 4, & 51; Life and Health insurance licensed, Chartered Retirement Planning Counselor, and as a Behavioral Financial Advisor. As Chief Operating Officer, Jeff helps design service offerings and processes while leveraging his connections within the financial services and accounting industries to bring value and insight to our clients. He is a sought after speaker and thought leader who has presented for a number of national conferences in the accounting and financial fields.

Eric Dieckhoff, VP

Eric Dieckhoff is the Vice President of Professional Alliances and one of Kuttin Consulting Group’s most senior advisor coaches, with a special focus on teaching advisors how to create professional alliances with CPAs and Tax Professionals. Eric started his career as Financial Advisor with Jon Kuttin’s Private Wealth Advisory Practice. It was not long that he had found a niche in working directly with CPA’s aligned to the firm, sourcing new relationships, and influencing those CPAs to proactively refer clients for financial planning. Currently, Eric splits his time working directly with 50+ CPA firms to develop, and coach them on how to identify and effectively refer clients to the financial planning practice. He spends the balance of his time coaching financial advisors from around the country on how to achieve “Quantum Growth” within their practices using our “4-Step Sales Process.” In addition, Eric has extensive experience coaching Financial Professionals in several additional key levers to achieving “Quantum Growth.”

Ken Cerini, Coach/CPA

Ken has been a practicing CPA for over 25 years. His firm, Cerini and Associates is a 40 person accounting firm that offers full service accounting. Ken is not your typical CPA. He has an admirable entrepreneurial spirit and possesses the marketing, sales, and business acumen often lacking in the CPA profession. Ken is always on the cutting edge and decided over a decade ago to partner with Kuttin Wealth Management to create a financial planning arm within his tax practice.This financial planning arm now services over 150 clients and manages in excess of 70 million dollars in assets under management. One of Ken’s greatest strengths is his ability to understand the mindset of both a CPA and a financial advisor. As a coach at Kuttin Consulting Group, Ken is able to truly help the advisors he coaches and understand how a CPA truly thinks. Ken has helped train over 500 financial advisors, independent reps, and insurance agents around the country. His credibility in the CPA community has proven to be a tremendous asset to members of Kuttin Consulting Group.

Todd Steinberg, Coach

Todd Steinberg offers more than 20 years of experience emphasizing sales, marketing and business development in the industry of marketing accounting and financial services. The scope of Todd’s experience has spanned virtually all aspects of the accounting practice marketing industry. A respected leader in the industry, his experience includes developing new marketing strategies, training program sales, integrating financial planning and payroll services into accounting practices, hiring and training of marketing personnel for accounting and financial firms nationwide and speaking at regional and national conferences as an authority on marketing accounting services and financial services in tandem.

Joseph Greco, Sales and Operations Manager

Joseph joined Jon’s wealth management practice in 2012 as a junior associate. He quickly found a niche building relationships with local CPAs on Long Island and in New York City to help source new clients and professional alliances to the firm. Joseph now manages the sales and onboarding of advisors and accountants into the Kuttin Consulting Group family and acts as a general coach in helping advisors work smarter with accountants and other professionals to help realize their business and personal goals.