Your strategic partners for success.

Brett Wheeler, CFP®

Brett brings nearly two decades of financial services expertise to his roles as Founder, CEO, and Chief Compliance Officer. He offers a relatable perspective and deep industry insight, honed by his experience growing a Registered Investment Advisor (RIA) firm from a solo operation to a thriving team managing over $150 million in assets. Brett’s vision for Advisor Logistics was born from recognizing the need for professional trading and portfolio administration services, enabling other advisors to focus on what matters most: their clients. A native of Austin, he lives in Boerne, Texas, with his wife and three young children. In his free time, he enjoys golf, saltwater fishing, and staying active in his church.

James Wilde

James is the Head Trader at Advisor Logistics, bringing more than two decades of expertise in model-based trading and portfolio management. Known for his disciplined approach, James excels at creating efficient processes and delivering precise execution. His career began in 1997, and he quickly developed a passion for portfolio accounting and order management systems while helping a startup grow to over $3 billion in assets. Today, he resides in Chicago with his wife, four children, and a spirited boxer. Outside of work, he enjoys running along the lakefront, dining al fresco, and cheering for his beloved Cubs and Blackhawks.

Jesica Jackson

Jesica brings over 17 years of experience to her role, with a comprehensive background in client service, operations, and detailed portfolio administration and trading. She began her career while earning her BBA, quickly recognizing the power of helping clients achieve their financial goals. With a keen eye for detail, Jesica’s true calling lies in portfolio management, where she masterfully transforms a vast amount of data into precise and effective trading strategies. This native Houstonian is known for her disciplined approach, always keeping the entire trade lifecycle in mind to provide excellent, personalized service. Outside of the office, she enjoys traveling, being outdoors, and spending time with her husband and two dogs.

Kristie Rheuport

Kristie is a versatile and reliable member of our team, with over a decade of comprehensive experience in the financial services industry. Her background includes a wide range of responsibilities, from bookkeeping and portfolio administration to operations analysis. Kristie excels at building reports, managing records, and integrating systems, ensuring that everything runs smoothly behind the scenes. She thrives in our collaborative, client-focused culture, using her skills to deliver consistent, high-quality results. A dedicated volunteer with a local children’s theater, Kristie also enjoys helping with set design, costumes, and mentoring young performers.

Chris Malsam

Chris has an extensive background specializing in custom indexing, portfolio management, and investment research, and will be specifically focused on driving the trading operations for direct indexing strategies. He has a proven track record of managing large, complex portfolios for high-net-worth clients, working closely with advisors to deliver disciplined, tax-efficient strategies tailored to specific goals and risk profiles.

With a background that spans quantitative portfolio management, institutional trading, equity research, and financial regulation, Chris brings a well-rounded perspective to every stage of the investment lifecycle. He is currently a CFA Level II candidate and is known for his rigorous, analytical approach—always emphasizing transparency, consistency, and long-term outcomes for our clients.

Marshall Hill

Marshall is a Trader and Portfolio Administrator who specializes in trading, portfolio rebalancing, and account administration. He manages daily trade executions and leads technology projects aimed at improving efficiency for advisors and clients. Marshall’s career began in IT, where he supported financial advisors by training them on software used in their daily operations. This experience gave him a unique combination of technical expertise and a client-focused perspective. A former Division I track and field athlete, he lives in Wisconsin with his wife, daughter, and their Golden Doodle. When he’s not at work, he loves hitting the golf course and playing in pool tournaments.

Damon Deru

Damon is a serial entrepreneur and product leader with a track record of founding, acquiring, and scaling companies across fintech, SaaS, and emerging technologies. Most notably, he successfully led the acquisition of AdvisorPeak by Addepar in 2021, a premier wealth management platform. He brings this experience to the role of Managing Partner at Advisor Logistics. Damon holds strategic roles in several other companies, including fintech firm ControlQore, outsourced software developer BroodStack, and EnLevo, a nonprofit dedicated to sustainable impact in underserved communities in Guatemala.

Damon earned his degree from the David Eccles School of Business, where he also received a scholarship as a member of the university’s Drumline. A lifelong Utah sports fan, he thrives on the freedom and challenge of entrepreneurship. Outside of work, you’ll find Damon traveling the world with his wife, Aubrey, fishing for river monsters, or spending time with his four kids—on the lake in the summer or the ski slopes in the winter.

Eric Martz

Eric is a seasoned entrepreneur with a track record of founding more than ten companies with two successful exits. He has built, acquired, and scaled businesses across diverse industries, from senior care to fintech. He is passionate about building companies that solve problems and mentoring others to do the same. As an active investor, he serves on the board of directors and plays strategic roles in several innovative companies, including ControlQore, a fintech firm; BroodStack, an outsourced software developer; and Wildfire Labs, a software startup studio.

Eric is a graduate of the University of North Dakota – Nistler College of Business & Public Administration. Before his entrepreneurial pursuits, he had careers in restaurant management and crop dusting. He holds a commercial pilot’s license with multi-engine and instrument ratings. Outside of work, you’ll find him spending time with his wife Miranda and their two children. Their usual is traveling and enjoying outdoor activities including camping, hiking, fishing, hunting, and downhill skiing.