Innovators in Data-Driven Growth and Mission Driven

We identified a gap between what clients want and what most advisors deliver. Practice Intel was created to bridge that gap and help more advisors deliver better advice.

Leveraging years of J.D. Power research and guided by extensive industry experience, our mission is to advance the advice profession. Our work is more then just incremental change, it is disruptive and innovative.

Join us on the journey of helping advisors deliver on the full promise of financial advice.

Leadership Team

Tom Rieman, CPWA
CEO & Founding Partner
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Kathy Cottrell, Ph.D.
Chief Strategy Officer & Co-Founder
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Tom Lawler
Head of Business Development
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Advisory Board

Raleigh Peters
Advisory Board Chairman
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Malcolm Ethridge
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Jordan Hutchison
Board Member
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Dean Harman
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James Lee
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Scooter Willis
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Elevate the Client Experience Accelerate Organic Growth

Discover how Practice Intel can work for you. Connect with us today!