
Who we are
Invesco Global Consulting is dedicated to delivering unique and creative solutions designed to help financial professionals grow, keep, and optimize their businesses.
Get to know our team:


Managing Director of Business Development, Invesco Global Consulting Lisa Kueng

Managing Director Consulting Development & Delivery, Invesco Global Consulting Gary DeMoss

Managing Director of Executive Consulting, Invesco Global Consulting Jay Therrien

Director of Consulting Solutions, Invesco Global Consulting Maura Scherer

Executive Consultant, Invesco Global Consulting Wayne Badorf CFP®, CFS®

Senior Director, Executive Consultant Shannon Losey

Executive Consultant, Invesco Global Consulting Dave Thomas CRPC®

Executive Consultant, Invesco Global Consulting John Thorpe

Executive Consultant, Invesco Global Consulting Tim Wilkinson

Vice President, Invesco Global Consulting Rob Kochel

Senior Executive, Invesco Global Consulting Tom Rocco
CIMA

Director, Consulting Research and Development, Invesco Global Consulting Bob Stammers
More for your practice
How to keep your best clients
The language of value
How to ask for referrals
Maximize your team
Attain and retain high-net-worth clients
Creating and presenting your story with the goal of winning prospective clients
Start the conversation.
To learn more about Invesco Global Consulting services and resources, you can contact us here.