Hear what our distinguished graduates have to say about their experience in the G2 Leadership Institute.


Eric Kittner

Eric Kittner, CPA, CFP®

CEO and Chairman of the Board

Moneta, G2 Class of 2017

The G2 program was highly impactful in my professional development. I not only benefited from the speakers and case studies as part of the program, but my incredibly talented G2 peers provided perspective on our business that has proven to be invaluable.

Eric Kittner
Kelli Kiemle

Kelli R. Kiemle, AIF®

Director of Marketing and Client Experience

Halbert Hargrove, G2 Class of 2018

Participating in G2 was a turning point in my career – it forced me to take a hard look at my future and my place within my firm. The program forced me to learn new skills, helped me build confidence, and allowed me to determine that my different perspective was valuable in an industry that needed more of a human touch. I love that I now have a sounding board of advisors to bounce ideas off of too! This program is a must for those that are looking to take the leap to leadership!

Kelli R. Kiemle
Annie McCauley

Annie McCauley, CFP®

Senior Vice President, Family Wealth

Sequoia Financial Group, G2 Class of 2020

G2 fast tracked the foundational knowledge necessary for me to successfully assume a larger leadership role within my organization, while providing me with an extensive peer network. This program is a transformational interactive training ground for next gen RIA leadership.

Annie McCauley
Stacey McKinnon

Stacey L. McKinnon, CFP®

Chief Operating Officer

Morton Capital, G2 Class of 2020

My career and contribution to Morton Capital has been accelerated by surrounding myself with people who have inspired me to be better, think differently and strategically improve my business. I’ll be forever grateful to the G2 program for giving me the opportunity to learn in this way.

Stacey L. McKinnon
Cecilia T. Williams

Cecilia T. Williams, CFP®, AIF®

Director of Investment Operations/CCO

Halbert Hargrove, G2 Class of 2017

It was great to be a part of an advisor-specific community focused on the leadership and succession of next generation talent. The curriculum addressed many of the core issues RIAs face as they grow, and it was helpful to be able to implement what I learned immediately within my firm. It was challenging and thought providing and I would recommend to any firm that is serious about succession.

Cecilia T. Williams