Wealth Management Technology

Connectivity and Business Process Management solutions that enable you to better control and scale your wealth management firm.

Powerful Enterprise Solutions

Our Management Team

George Logemann

Cofounder and Product Manager

George is a financial technology and operations professional with more than 25 years of experience at firms including Citadel, Greenwich NatWest, and Bank of New York.

Jason Rolence

Cofounder and RIA Operations Specialist

Jason is a 25-year veteran in the investment industry and the Senior Portfolio Manager at Premise Capital, LLC, an investment advisory and asset management firm.

Deanna Rolence

Operations Manager

Deanna's business operations experience spans more than 25 years, and has involved designing and implementing processes, process optimization, data quality assurance, data analysis and project management.

Robert Morawski

Senior Developer

Rob has over 25 years of experience developing software for a wide range of applications and platforms. Prior to AdvisorOp, Rob played a key role in developing client software for Boingo Wireless.

Our Advisory Team

Scott Reynolds

Scott is the Exexutive Chairman of the Sentinus family of companies, a planning and advisory service for high net worth clients and their families.

Philip Johnson

Phil has over 25 years of experience in financial services and is the CEO of Sentinus, LLC, an investment advisory firm.

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