AN ALLIANCE

of financial advisors

About Us

Continuum Advisory was launched in April of 2016 as a turnkey strategic partner with a focus on advancing business for boutique wealth management firms. We partner with select advisors who share our same values:

  1. Act as a fiduciary (the client always comes first)
  2. Provide comprehensive wealth management
  3. Have a desire to grow their business, are intellectually curious and always wanting to better themselves both professionally and personally
  4. Understand the importance/value of collaboration with other advisors
  5. Value relationships

We have an approval process, an internal committee that looks at each new firm who seeks to join Continuum. To be affiliated with Continuum is a special thing – you are a member of an unique community of advisors. We currently have a great group of advisors who all value their relationships with each other, and keeping that rapport is critical.

Independent Advisors…

…Together

Transition Team

When a new firm joins Continuum, our transition team is dedicated to making their onboarding process as seamless as possible.

Our mission at Continuum Advisory is to handle all the headaches that come with running a business so our advisors can focus on client service, freeing up their time so they can deliver a world-class wealth management experience.

What Do We Do?

We provide multiple forms of support for our advisors, including:

  • Coaching
  • Back-office support
  • Retirement solutions
  • Compliance
  • Risk management
  • Marketing
  • Industry leading thought leadership
  • OSJ Supervision

Through our tools, resources, and support, our advisors can focus more on the things that truly matter, such as understanding clients’ values, goals, and fears. By removing the headaches and pains that come with running an independent wealth management firm, our advisors are freed up to spend more time with clients…
investing in relationships.

Learn More About Continuum Advisory Services

Meet the Continuum Team

Brian Damiani, CFP®

Chief Operating Officer, Chief Investment Officer

Pleasanton, California

 

Brian Damiani, CFP® is a co-founder of Continuum Advisory. He is the director of operations and is responsible for Continuum Advisory’s strategic vision. Brian is a CFP®, and has worked in the financial services industry since 1999. He has a degree in business administration from St. Mary’s College.

Mike Kelly

Chief Recruiting Officer, Chief Marketing Officer

Annapolis, Maryland

 

Mike Kelly, a co-founder of Continuum Advisory, is in charge of recruiting high quality Investment Advisory Representatives and is the head of sales. Based out of Annapolis, Maryland, Mike started his career in the financial services industry in 1999 and his overall focus is on business development for Continuum Advisory. He has a degree in business administration from Salisbury University.

Tim Kerrigan JD, MBA

Chief Legal Officer, Chief Financial Officer

Scottsdale, Arizona

 

Tim Kerrigan, J.D., M.B.A. is a co-founder of Continuum Advisory. He is the CFO and responsible for the corporate and legal matters for Continuum. Tim started in the financial services industry in 1999 and is based out of Scottsdale, Arizona. He received his undergraduate degree from Beloit College, and his law degree and Master’s in Business Administration from Suffolk University.

Alina Lee Santiago

Chief Compliance Officer

Fountain Valley, California

 

Alina Lee Santiago serves as the Chief Compliance Officer for Continuum Advisory and is responsible for the firm’s regulatory compliance as well as oversight of its advisors. Alina began her career in the financial industry in 2006 during her last quarter at UCLA, where she received her bachelor’s degrees in Economics and Psychology.

Jon Sullivan, CFA, CFP®

Information Securities Officer

Pleasanton, California

 

Jon Sullivan, CFA, CFP® is the Information Securities Officer for Continuum Advisory, and serves as a Delegate OSJ. He is responsible for the firm’s data security and cybersecurity. Jon is a CFA charter holder as well as a CFP® professional. He has worked in the financial services industry since 2006. He has a degree in financial services with an emphasis in personal financial planning from San Diego State University.

Mike Kelly, Jr. CFP®

Delegate OSJ

Annapolis, Maryland

 

In May of 2014, Mike Jr. graduated cum laude from the Darla Moore School of Business at the University of South Carolina with dual degrees in finance and risk management and insurance. Shortly after that he began his career in the External Sales Development Program (ESDP) at the Principal Financial Group in Newport Beach, California selling group benefits products.

In August of 2016, Mike Jr. successfully completed a nine-month financial planning program through New York University (NYU) to earn a Certificate in Advanced Financial Planning. After completing the required courses, he passed the CFP® exam in March of 2018 and is a CERTIFIED FINANCIAL PLANNER ™ professional.

At Kelly Benefits & Risk Management, Mike Jr. works with corporate executives to construct a well-diversified employee benefit programs through health insurance, retirement plans and many other ancillary benefits. At Kelly Financial Advisors, he leads our trading and research department, but also works with individuals in all aspects of the financial planning process to help them reach a long and successful retirement.

Email: mkellyjr@continuumadvisory.com

Phone: 410.349.3806

Chas Bell

Billing & Accounting Manager

Eagle, Idaho

 

Chas Bell is Continuum’s Billing & Accounting Manager, assisting our CFO in maintaining the books for Continuum Advisory. He runs our quarterly billing, monthly cash flow billing, and weekly payouts. Prior to joining Continuum, Chas held positions as an accounting manager as well as a housing assistance representative.

Email: cbell@continuumadvisory.com

Phone: 208.501.8289

Matt Miller

Advisor Relationships

Scottsdale, Arizona

 

Matt Miller has nearly 20 years of experience in the financial industry. Matt began his career working for Phoenix RIA Miller-Russell and Associates. After a few years there as an associate, Matt left to join the money management firm Dimensional Fund Advisors (DFA). Matt spent over eight years at DFA, acting as Vice President and Head of Client Services, working closely with the firm’s largest RIA clients. In addition to assisting these key relationships, Matt also oversaw the firm’s client services team, a team responsible for the creation and delivery of tools and resources for the firm’s financial advisor client community.

Matt earned his BS in Finance from Santa Clara University, while exercising his leadership talents playing for the university’s D1 baseball team. After earning his Certified Financial Planner™ (CFP®) designation in 2005, he continued his education at the University of Texas, where he earned his MBA from the McCombs School of Business. (Hook ’em Horns!)

Email: mmiller@continuumadvisory.com

Phone: 602.732.1144

Lancer Cuddy

Operations Associate

Annapolis, Maryland

 

Lancer Cuddy serves as Operations Associate for Continuum and is the primary contact for new business submission and suitability review, in addition to submitting trades for the Continuum Capital models. Lancer started his career as a financial advisor at Morgan Stanley Dean Witter. He then moved into management with Smith Barney; which ultimately became Morgan Stanley, where he worked for 17 years as a business service manager. He later took a position at MassMutual as a client services manager.

Email: lcuddy@continuumadvisory.com

Phone: 208.425.1018

Meet Our…

…Alliance of Advisors

AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC

 ARIZONA  |  ARKANSAS  |  CALIFORNIA  |  COLORADO  |  HAWAII  |  IDAHO  |  MARYLAND  |  MICHIGAN  |  MISSOURI  | 

NEW MEXICO  |  PENNSYLVANIA  |  VERMONT