Headquarters:

Verona, WI

Year founded:

2007

Number of employees:

Phone:

608 848 2389

Email:

jlamb@wdstrategies.com

Website:

wdstrategies.com

LinkedIn:

linkedin.com/company/wealth-distribution-strategies-llc

“Our clients come to us for precision, perspective, and the confidence that their financial strategies are aligned with life’s evolving realities”

Terri McGray, Longevity Capital Management

Jeff Lamb

President and Financial Advisor

Manjula Hettiarachchi

Lead Financial Strategist

Luke Wendt

Tax Advisor

Leadership

Jeff Lamb, president and financial advisor at WDS since 2012, brings 21 years of expertise and a deep passion for financial education. He thrives on empowering clients to achieve their financial dreams, mentoring new advisors, and leading a dynamic team. Known for his hands-on approach, Lamb doesn’t just guide clients; he sparks growth within his entire team, ensuring everyone has the knowledge and tools to succeed. His commitment to continuous learning and growth fuels his success, making him a true leader in the industry.

President and Financial Advisor

Jeff Lamb

With over 25 years of financial expertise, Manjula Hettiarachchi is WDS’s lead financial strategist. Since joining WDS in 2024, he has been collaborating with advisors to uncover unique, value-driven opportunities. Hettiarachchi’s deep knowledge in financial planning, taxes, and portfolio management ensures personalized solutions that align with client goals. Known for turning visions into actionable results, his clarity and trustworthiness make him a valued partner. A CFA and CFP® holder, he has worked with both boutique RIAs and industry giants such as US Bank and BMO Harris Private Bank.

Lead Financial Strategist

Manjula Hettiarachchi

Luke Wendt brings over 15 years of industry experience and a focus on retirement tax strategies as WDS’s in-house tax advisor since 2021. With a sharp eye for minimizing taxes and maximizing retirement income, Wendt helps clients navigate complex tax laws while avoiding penalties and unnecessary costs. As an enrolled agent and licensed securities and insurance professional, his expertise spans capital gains management, Roth conversions, and more. Known for his candid advice, Luke’s passion for delivering personalized, transparent tax solutions drives his mission to empower clients to make savvy, informed financial decisions.

Tax Advisor

Luke Wendt

“Our clients come to us for precision, perspective, and the confidence that their financial strategies are aligned with life’s evolving realities”

Terri McGray, Longevity Capital Management

Leadership

“Our clients come to us for precision, perspective, and the confidence that their financial strategies are aligned with life’s evolving realities”

Terri McGray, Longevity Capital ManagemenT

Leadership

Ashley Rodriguez

Client Relationship Manager

Since joining WDS eight years ago, Ashley Rodriguez has been a driving force in enhancing the client experience. As lead client relationship manager, she ensures every interaction is met with care, precision, and attention to detail. Rodriguez works hand-in-hand with the team to implement strategies that help clients reach their goals. Her compassionate, client-first approach creates lasting trust. Focused on professional growth, she is pursuing the FSCP® designation and taking on a leadership role while mentoring WDS’s support staff.

Client Relationship Manager

Ashley Rodriguez

Harold Soria

Senior VP, Advisor Relations

Harold Soria joined Kovack in March 2014 as cashiering team lead, became vice president of advisor relations in September 2016, and was promoted to senior vice president in November 2020. He acts as a liaison for various branch offices and departments. Soria has been in the securities industry since 2006, starting his career as Brokerage department manager at a broker-dealer in Central Florida. He graduated from the University of Central Florida with a BS in Business Administration and holds Series 7, 24, and 66 licenses.

Senior VP, Advisor Relations

Harold Soria

The team at Wealth Distribution Strategies LLC (WDS) is dedicated to helping their clients achieve their dreams and aspirations by guiding them toward financial success. With a team of more than 25 financial professionals in two Wisconsin locations, WDS manages more than $1.25 billion of assets. The WDS lead financial strategist, tax advisor, Medicare specialist, pre-Medicare health insurance specialist, and numerous financial advisors collaborate to best meet clients’ desires. The WDS team has developed and refined a process to help clients implement strategies to reduce the impact of income taxes on investment assets throughout retirement. This dynamic process adjusts to clients’ specific situations and the ever-changing financial landscape to help meet all retirement lifestyle goals. WDS is committed to providing clients with resources to make informed decisions about reaching their financial goals through its retirement education course offered to the community, as well as numerous client events and education seminars. The WDS team also gives back to the community through various service projects and an annual Trivia for Charity Night that has raised over $250,000 for local organizations. The mission of WDS is to help its clients achieve their financial, family, health, charitable, and social aspirations, one conversation at a time. Securities and advisory services are offered through Harbour Investments Inc. Member, Securities Investor Protection Corporation

Winnaa Wright

Senior VP, Operations

Meg Saraswat

Broker

Moushumi Kumar

Broker

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

Winnaa Wright joined Kovack in September 2009 as a compliance officer and moved to Operations in 2013 as the VP of Operations. In November 2020, she was promoted to Sr. VP of Operations. She oversees the New Accounts, Account Services and Cashiering departments. Prior to Kovack, Winnaa worked at an independent broker-dealer in Boca Raton, FL, progressing from operations analyst to accounts operations supervisor. She also worked as a mortgage processor. Winnaa studied Business Studies at the University of Westminster in London and earned her BA in Finance from Florida International University. She holds Series 4, 7, 24, 66, 79, and 99 licenses.

Senior VP, Operations

Winnaa Wright

Meg Saraswat is an accomplished professional with over seven years of expertise in the banking and financial sector. Her journey began at Genpact (GE Money), where she kicked off her career while concurrently pursuing her accounting and finance degree. Throughout this time, she discovered her passion for mortgage brokering. Setting Saraswat apart from her peers is her genuine dedication to her clients’ financial prosperity. She takes great pride in guiding them towards financial freedom through strategic investments and bespoke mortgage solutions. Equipped with a master’s degree in accounting, her extensive knowledge further enhances her ability to provide exceptional service to her clients. From assisting first-time homebuyers to aiding in portfolio expansion, negotiating favourable terms for reduced interest rates and fees, or unlocking equity for future wealth creation, Saraswat is steadfast in meeting all her clients’ mortgage needs. Her professional satisfaction lies in closing deals that demand intricate negotiations and meticulous attention to detail. Her methodical approach ensures a seamless and efficient process, delivering a superior experience to her clients every step of the way.

Broker

Meg Saraswat

Moushumi Kumar stands out as a leading commercial broker at Rethink Financing, recognised with the Elite Broker Award Rising Star by outsource Financial in 2023. With an extensive background exceeding 15 years in commercial banking, including being named the country’s top business banker in her tenure, she brings unparalleled expertise to her role. Her tenure at NAB as a credit consultant saw her entrusted with a delegated lending authority of $30 million, reflecting her exceptional acumen in assessing credit and facilitating substantial lending transactions. Her specialisation in commercial lending and her status as an SMSF lending expert further solidify her reputation as a go-to adviser in the field. Within Rethink Financing, Kumar is valued as an integral team member, contributing her vast knowledge and strategic insights to drive the company’s success and elevate client satisfaction to new heights.

Broker

Moushumi Kumar

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

Partner

Kimi Shah

Partner

Kimi Shah

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“We don’t sell, we teach. Informed clients make better decisions, and we see our role as empowering them every step of the way”

Terri McGray, Longevity Capital Management

“We don’t sell, we teach. Informed clients make better decisions, and we see our role as empowering them every step of the way”

Terri McGray, Longevity Capital Management

“We don’t sell, we teach. Informed clients make better decisions, and we see our role as empowering them every step of the way”

Terri McGray, Longevity Capital Management

employee benefits regional retail P&C specialty P&C underwriting direct-to-consumer programs

“Alliant has achieved growth in each of these categories via a potent combination of organic growth and strategic acquisitions with plans to continue on this forward trajectory,” explains executive vice president and director, M&A development, Stephen Farr. “Our goal is to achieve strong organic growth, over 10%, augmented by selective and strategic M&A activity.” Breaking down the specific drivers of growth, Farr adds, “Alliant’s P&C verticals have achieved the highest level of growth in the brokerage space, and the company’s generalist producers have also been a beneficiary by virtue of producing more complex, industry-specific accounts via partnerships with Alliant specialty brokers. Our direct-to-consumer business has been growing at a rapid rate via acquisitions and alignment with other Alliant divisions on cross-selling opportunities.” The firm enables its team to work effectively with a synergy-creating structure. Zimmer says, “The Alliant experience is defined by best-in-class teams, service, innovation, and a dynamic and collaborative environment where we work together to achieve powerful, long-term results for our clients and partners. We proactively eliminate walls and silos within our organization, allowing our team members to be both responsive and innovative in their approach to serving clients.” The firm’s profile was boosted with the launch of Alliant Consumer Group, a dedicated unit housing Alliant’s growing portfolio of consumer-facing operations. There was also the creation of the Alliant Insurance Foundation in 2023, a charitable, non-profit organization focused on promoting justice and equality by expanding access to opportunities for career growth and advancement for individuals with diverse backgrounds and life experiences. Alliant also has an active philanthropy program. Across 2023, Alliant professionals collectively raised/contributed:

more than $1 million in funds over $2.3 million in combined monetary and in-kind donations through an annual World Food Derby initiative 2,320 volunteer hours to numerous deserving organizations, making a significant community impact

Alliant’s progress is set to continue, as underlined by Zimmer, who has confidence in the firm’s people to deliver continued excellence. “We believe in our business plan, and it has proven successful. We don’t feel the need to change that. Our core business plan will continue to drive the company forward, complemented by new opportunities that may arise in the future.”

Turnaround time – claims

Turnaround time – new business

Overall

This depth of strategy is matched by the team’s breadth of experience. Associate directors Ken Dawson (financial planning) and Deirdre Witter (portfolio management), director of ERISA services, Randall Cohen, alongside senior client service and operations manager Dané Gilliland, form a leadership team defined by both subject-matter expertise and a shared commitment to ethical practice. Instead of pursuing asset growth that often comes with greater volatility, the team concentrates on client needs defined by sustained financial security, not fleeting gains. Longevity Capital Management’s value lies in its independence. With no sales quotas, the firm is free to focus on what matters most: delivering sound, customized strategies rooted in client goals. Education is a core tenet of the firm’s approach. “We don’t sell, we teach,” McGray notes. “Informed clients make better decisions, and we see our role as empowering them every step of the way.” Being named a 5-Star Wealth Management Team 2025 by WP is testament to its impact but accolades are not the primary consideration. “We define success by how well we’ve helped clients align their financial strategies with their life goals,” says McGray. “Ultimately, it’s about building trust and delivering peace of mind through every market cycle.” By blending technical acumen with emotional intelligence, Longevity Capital Management offers a rare kind of wealth advisory, one that sees both the numbers and the people behind them. In an industry increasingly focused on scale, it remains boutique by design: highly selective, profoundly personal, and unwaveringly client-first. McGray adds, “Our clients know they’re not just getting a smart investment plan – they’re getting a trusted advisory team who sees the full picture and stands beside them every step of the way.”