Business Development

Business Development

Business Development

There is a tremendous opportunity to deepen and solidify relationships with your best clients and attract highly-desired prospective clients. These clients demand comprehensive wealth management services from a team of professionals whose integrity, competence, security and privacy they can trust.

Building a successful wealth management practice within a multi-partner accounting firm takes a proven blueprint for reaching the firm’s highest potential. Based on expertise gained from working with hundreds of successful firms, 1st Global has developed proven processes that include market research, practice consulting, business development processes and innovative technology.

The experienced industry professionals on our Business Development team specialize in helping CPA, tax and estate planning firms integrate comprehensive wealth management services into their practices. Download the brochure.

Barnard Ingram

Assistant Vice President, Business Development

Barnard’s role and responsibilities include the day to day management of all aspects of business development sales, staff development, sales reporting, problem solving, budgeting and planning, and execution of the business development sales processes and mandates. In conjunction with other departments, Barnard’s role is to provide an environment and culture where qualified firms and advisors are irresistibly attracted to our firm.  (more)

Jordan Andreola

Director, Business Development

Jordan Andreola currently serves as Director of Business Development at 1st Global. In this role, he works directly with high-achieving CPA, tax and estate planning professionals, to design and implement sustainable growth strategies.  (more)

Mary Barakat

Director, Business Development

Mary Barakat is a Director of Business Development at 1st Global. She is responsible for contracts and licensing within business development, as well as the onboarding of newly affiliated and prospective CPA firms and financial advisors.  (more)

Alex Rivas

Director, Business Development

Alex Rivas currently serves as a director of business development for 1st Global. In his role, he is responsible for recruiting high-achieving CPA, tax and estate planning professionals to implement wealth management practices within their firms.  (more)

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Partner with 1st Global

If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.