WealthHawk is a Praxis company. Behind it is a team that has spent decades inside LPL Financial, Charles Schwab, and the RIA world — building the distribution, advisor services, and compliance rails the industry runs on.
A 40+ year veteran of the securities industry and former President of LPL Financial, where he helped scale the firm into the largest independent broker-dealer in the United States. Bill brings deep operating experience across distribution, advisor services, and firm building.
Former COO of Pure Financial Advisors and Head of Product and Strategy at LPL Financial. Abbas leads how WealthHawk's outreach is designed, built, and delivered.
Former Managing Director at LPL Financial and SVP of Advisor Services at Charles Schwab. Mark runs day-to-day operations and client delivery, and has spent his career inside the regulated firms advisors trust.
Chief Marketing Officer at Praxis. Will leads marketing and go-to-market, and built WealthHawk's positioning, brand, and demand engine — from first message to booked pipeline.