FP Transitions
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FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their life cycle, we offer comprehensive, coordinated, and customized solutions to achieve lon... Read more
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Brad Bueermann
CEO / Principal
Brad Bueermann
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Douglas Kreft
SVP Of Sales And Services
Elise Rogers
VP Of Marketing
Geoff Schiveley
VP Of Legal
James Fisher
Vice President Of Mergers & Acquisitions
Jessica Mann
Director Of Accounting
Lisa King
Director Of Operations
Eric Leeper
Chief Financial Officer And Partner
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