Rich Engebretson
Partner
In late 2016, WealthStar Alliance® was purchased from Athene, which purchased a portion of Aviva USA business which included WealthStar Alliance®. Prior to purchasing WealthStar Alliance®, Rich was Vice President for Aviva USA for 5 years where he implemented and was responsible for the leadership of the CPA distribution channel, WealthStar Alliance®. Prior to joining Aviva USA, Rich was Chairman and CEO of Trusted Advisors - a financial services company that specialized in working with CPAs to integrate investment services into their practices. Rich founded Trusted Advisors in 1989 and created a successful financial services organization that provided over 300 CPAs and tax professionals with access to a wide array of financial products and services to assist their client in creating customized financial solutions. These included: tax management, estate planning, capital accumulation and investments, and asset and income protection.
Prior to founding Trusted Advisors, Rich worked for eleven years at KPMG - a leading global professional services firm. Rich received his bachelor's degree in business and administration from Pace University in Pleasantville, New York. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.
Cary Parker
Partner
Cary has worked for 30 years in the Tax and Accounting software industry. Cary owned a management consulting business for CPAs, Tax Professionals, and Financial Professionals with an emphasis on building a practice management program to meet the needs of the tax and accounting firms. Cary also provided these consulting services for the Aviva WealthStar Alliance program. In addition, he is a consultant for CPA Marketing Program - iTransact where he helps CPAs and Financial Professionals save their business clients money on credit card processing fees.
Cary first worked with Rich as the Vice President of Trusted Advisors, where he developed the WealthStar software solution for CPAs. When AXA purchased Trusted Advisors, Cary was in charge of AXA's CPA Partnering program which included helping CPA and accounting firms partner with financial professionals and build a successful wealth management practice.
Cary received his bachelor's from Kent State University and is a prior member of the IRS electronic filing committee and the National Association of Software Developers.
Judy Beswick
SVP Client Relations
Judy’s professional experience includes working with Fortune 100 insurance, financial services, agricultural, and healthcare industries in the implementation of various strategic business and technology initiatives. She is known as a leader who leverages data analytics to diagnose problems and devise innovative solutions to support business strategies in achieving ROI. Judy joined Rich at Aviva USA as Vice President of Business Development where she was responsible for developing and directing the implementation of strategic business, marketing, and technology plans to build, maintain, and expand producer and CPA firm relationships across the United States.
In her role as Senior Vice President Client Relations, she is responsible for working with and building relationships with advisors and CPA firms in assisting with the implementation of the WealthStar Alliance® program to strategically analyze tax data to uncover wealth management planning opportunities and identify cybersecurity and automation opportunities that add value to the firm and their clients.
Judy graduated with a Bachelor from Iowa State University and is life insurance licensed and a Six Sigma Green Belt.