Cyndeo Wealth Partners (“Cyndeo”), an independent registered investment advisor (RIA) with approximately $3.7 billion in assets under management (AUM), today announced Casey Jorgensen as chief growth officer. Based at Cyndeo’s headquarters in St. Petersburg, Jorgensen will lead advisor recruiting, mergers and acquisitions (M&A) and organic growth initiatives as the firm continues to scale.

Jorgensen joins Cyndeo from Dynasty Financial Partners, where she most recently served as director, relationship management and head of the Dynasty Institute for Adaptive Leadership (DIAL). She advised some of Dynasty’s largest network firms, including Cyndeo, on organic and inorganic growth, talent strategy, operational efficiency and profitability. Through DIAL, she also developed leadership and professional development programs for RIA executives, advisors and support staff.

“Casey already knows our business, our advisors, and the vision we have for Cyndeo,” said Matt Kilgroe, president and chief executive officer of Cyndeo. “She has spent years helping independent advisory firms navigate the opportunities and complexities that come with growth, but what sets her apart is that she understands growth is ultimately about people. Casey shares our belief in investing in advisors, developing the next generation of talent and keeping clients at the center of every decision. I couldn’t imagine a better person to help us build what comes next.”

Jorgensen began her career in client service and financial planning before moving into succession and acquisition planning, practice management and business development strategy. She earned her CFP® designation and brings experience working with advisory firms across multiple stages of growth. In her new role, her focus will be on building a more predictable, repeatable and scalable growth system while maintaining the firm’s culture and client-first approach.

“I’ve been excited to hit the ground running and see firsthand the enthusiasm from firms and advisors who also recognize Cyndeo as a great destination,” said Jorgensen. “There’s a strong pipeline and real momentum, and I’m looking forward to engaging with new advisors while helping our current advisors grow and thrive.”

Jorgensen’s appointment follows Cyndeo’s strategic minority partnership with Rise Growth Partners, announced earlier this year, and marks another significant investment in the firm’s growth infrastructure. The partnership supports advisor recruiting, organic growth, leadership and operational infrastructure, and selective M&A initiatives.

Cyndeo remains a strong member of the Dynasty Network, with Dynasty continuing its long-standing partnership with the firm as its technology and investment platform partner and providing investment banking support. Dynasty also maintains its minority equity investment in Cyndeo alongside Rise Growth Partners.

“Casey is a very unique talent, and we are excited for her to take her skillset to one of our network partners in helping to drive the next phase of growth at Cyndeo,” said Tim Oden, chief growth officer of Dynasty Financial Partners. “We congratulate her, Matt, Rise and the entire Cyndeo team on Casey’s new appointment.”

For more information about Cyndeo, visit cyndeowp.com.

About Cyndeo Wealth Partners

Cyndeo Wealth Partners is an independent registered advisor, offering financial expertise, relevant experience and a genuine empathy for helping families and individuals simplify their wealth-related decision-making. Their objective is to empower each client to maximize life’s impact throughout every transition they experience. Whether it’s retirement, business succession, education financing, wealth transfer, estate planning or any other milestone, they can construct comprehensive planning solutions that anticipate your needs and can evolve over time. For more information, please visit cyndeowp.com.

About Rise Growth Partners

Rise Growth Partners is a leading growth partner for exceptional wealth management firms. Rise provides non-controlling minority capital and strategic expertise to help firms accelerate growth, expand their impact, and build enduring businesses. The Rise team is made up of experienced operators and industry experts who have built, scaled and exited successful firms. The team works side by side with leadership teams to drive results quickly, without compromising independence. Rise is purpose-built to support firms that want to do something extraordinary and become nationally recognized “lighthouse” brands. Visit RiseGrowth.com or follow Rise Growth Partners on LinkedIn to learn more.

About Dynasty

Dynasty empowers independent wealth management firms by providing access to an open architecture platform of technology, business services, and holistic investment management capabilities. Dynasty delivers Supported Independence®, helping advisory firms launch, scale, and grow through proprietary and third-party solutions, one of the largest investment platforms in the RIA space, and a leading investment bank dedicated to the asset and wealth management industries. For more information, visit www.dynastyfinancialpartners.com.

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