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Success Without Limits.

We help advisors build wildly successful businesses and lives they love.

We believe the greatest measure of success isn’t simply what you build—it’s what your success makes possible.

For more than 30 years, Limitless has helped financial advisors build stronger firms, accelerate growth, and create the time and freedom to enjoy the success they’ve earned.

But we believe true success goes beyond revenue alone. It’s about elevating your work, wealth, and well-being while creating a business that expands your revenue, reach and impact.

Our experience extends far beyond coaching. We’ve helped launch firms, scale enterprises, build industry-leading platforms, develop proven business systems, and work behind the scenes with many of the profession’s most respected firms.

Today, our team of expert consultants, advisor coaches, and industry leaders is united by one mission: helping advisors build wildly successful businesses – and lives they love.

Why Limitless Exists

The business wasn’t the problem.

My definition of success was.

Like many advisors, I spent years building the business I thought success was supposed to look like. By every measure, I was successful. But over time I realized something unexpected: success didn’t feel fulfilling, it felt like a personal sacrifice.

That realization changed everything. Today, everything we do is designed to help advisors build businesses that come with the time and freedom to enjoy it.

We believe true success isn’t measured by revenue alone. It’s about elevating your work, your wealth, and your well-being – because the best businesses deliver all three.

Read Stephanie’s Story

Who You Grow with Matters

Success leaves clues, but only if you’re learning from people who’ve built what you’re trying to build.

From lifestyle practices to billion-dollar firms, and from startups to industry-leading enterprises, we’ve spent more than three decades helping shape what success looks like in the advisory profession.

Those lessons have been distilled into the frameworks, strategies, and practical insights we use to help advisors accelerate growth, avoid costly mistakes, and build stronger firms.

One of those leaders was Michael Kitces.

Stephanie coached Michael through two separate periods of 10x growth. Having experienced the results firsthand, he chose to join Limitless as Executive in Residence, where he now helps shape the continued evolution of our thinking, our programs, and the experience we deliver to advisors.

Michael Kitces

Executive in Residence

The Team Behind the Results

Our team doesn’t just teach theory—we’ve built successful businesses of our own, led teams through every stage of growth, and learned the lessons that only experience can teach.

Every member of our team brings that experience into every conversation, every framework, and every client engagement.

Stephanie Bogan

Founder & Chief Possibility Officer

Stephanie’s Story
Michael Kitces

Expert in Residence

Michael’s Story
Kenton Shirk

Director of Consulting

Kenton’s Story
Neal Albritton

Alumni Coach

Neal’s Story
Brian Voss

Alumni Coach

Brian’s Story
Jed Levene

Alumni Coach

Jed’s Story
Laddan Shoar

Service & Relationship Manager

Laddan’s Story
Bailey Rinella

Programs Manager

Bailey’s Story
Jennifer Arent

Operations Specialist

Jennifer’s Story

Ready For Your Next Level?

Whether you’re looking to build a stronger business, accelerate growth, become a stronger leader, or create success with the time and freedom to enjoy it, we’d love to help.
Let’s Talk!

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About

Success Without Limits.

We help advisors build wildly successful businesses and lives they love.

We believe the greatest measure of success isn't simply what you build—it's what your success makes possible.

For more than 30 years, Limitless has helped financial advisors build stronger firms, accelerate growth, and create the time and freedom to enjoy the success they've earned.

But we believe true success goes beyond revenue alone. It's about elevating your work, wealth, and well-being while creating a business that expands your revenue, reach and impact.

Our experience extends far beyond coaching. We've helped launch firms, scale enterprises, build industry-leading platforms, develop proven business systems, and work behind the scenes with many of the profession's most respected firms.

Today, our team of expert consultants, advisor coaches, and industry leaders is united by one mission: helping advisors build wildly successful businesses - and lives they love.

Why Limitless Exists

The business wasn't the problem.

My definition of success was.

Like many advisors, I spent years building the business I thought success was supposed to look like. By every measure, I was successful. But over time I realized something unexpected: success didn't feel fulfilling, it felt like a personal sacrifice.

That realization changed everything. Today, everything we do is designed to help advisors build businesses that come with the time and freedom to enjoy it.

We believe true success isn't measured by revenue alone. It's about elevating your work, your wealth, and your well-being - because the best businesses deliver all three.

Read Stephanie’s Story

Who You Grow with Matters

Success leaves clues, but only if you're learning from people who've built what you're trying to build.

From lifestyle practices to billion-dollar firms, and from startups to industry-leading enterprises, we've spent more than three decades helping shape what success looks like in the advisory profession.

Those lessons have been distilled into the frameworks, strategies, and practical insights we use to help advisors accelerate growth, avoid costly mistakes, and build stronger firms.

One of those leaders was Michael Kitces.

Stephanie coached Michael through two separate periods of 10x growth. Having experienced the results firsthand, he chose to join Limitless as Executive in Residence, where he now helps shape the continued evolution of our thinking, our programs, and the experience we deliver to advisors.

Michael Kitces

Executive in Residence

Michael’s Success Story

The Team Behind the Results

Our team doesn't just teach theory—we've built successful businesses of our own, led teams through every stage of growth, and learned the lessons that only experience can teach.

Every member of our team brings that experience into every conversation, every framework, and every client engagement.

Ready For Your Next Level?

Whether you're looking to build a stronger business, accelerate growth, become a stronger leader, or create success with the time and freedom to enjoy it, we'd love to help.
Let’s Talk!

Stephanie Bogan

Founder & Chief Possibility Officer

Stephanie Bogan is a successful entrepreneur, business coach, and recognized leader in advisor growth and practice management with more than 30 years of experience helping financial advisors build better businesses.

After founding her first consulting firm at 24, Stephanie sold the company in a seven-figure deal and went on to help build and scale advice, client experience, and practice management offerings at Genworth and United Capital that were adopted by thousands of advisors.

Despite that success, Stephanie realized the business she had built wasn’t creating the life she wanted. She stepped away at the height of her career and spent years studying the science of success, ultimately developing the mindset and methods at the heart of Limitless today. Through Limitless, she helps advisors create exceptional success without sacrificing the time and freedom to enjoy it.

Today, Stephanie splits her time between Costa Rica and Park City, living the kind of life and business she helps advisors intentionally create.

Michael Kitces

Expert in Residence

Michael Kitces is the Chief Financial Planning Nerd at Kitces.com, dedicated to helping financial advisors become better and more successful.

With more than 25 years of experience in financial services, Michael has built a career around researching and sharing what works in financial planning and advisory firms. He is Head of Planning Strategy at Focus Partners Wealth and co-founder of advisor-focused businesses including XY Planning Network and AdvicePay.

At Limitless, Michael brings a deeply researched, data-driven perspective on advisor productivity, practice management, and the characteristics that distinguish high-performing firms. He helps advisors translate industry research and emerging insights into practical decisions about how they build and evolve their businesses.

A lifelong learner and self-described financial planning nerd, Michael has made curiosity, learning, and teaching central to his career and continues to challenge the industry to think differently about what makes advisory firms successful.

Kenton Shirk

Director of Consulting

Kenton Shirk is a Senior Consultant at Limitless Advisor, where he works with financial advisors to build stronger businesses, scale intentionally, develop high-performing teams, and translate their vision into action.

Kenton brings more than 20 years of experience working one-on-one with financial advisors to help them navigate the opportunities and challenges that come with building and growing a business. Before joining Limitless, he led practice management and consulting teams at MassMutual Wealth Management and Commonwealth Financial Network. His experience also includes wealth management research and consulting at Cerulli Associates, giving him a broader perspective on the industry trends shaping advisory firms.

Outside of work, Kenton is happiest when he’s outside or exploring somewhere new. He lives with his partner in western Massachusetts, where hiking and kayaking are favorite ways to spend a weekend. He’s also an avid traveler, with a two-week road trip through Rajasthan, India, still holding the top spot among his adventures.

Neal Albritton

Alumni Coach

Neal Albritton is an Advisor Coach at Limitless Advisor and a financial advisor with Albritton Financial Services, a second-generation family firm serving business owners and their families.

As both a practicing advisor and business owner, Neal brings firsthand experience navigating the challenges that come with building a growing advisory firm while creating more freedom outside of it. Through his own work with Limitless, he transformed his firm by creating greater clarity and structure, ultimately reducing the number of clients served while increasing revenue and creating a four-day workweek.

Today, Neal brings that real-world perspective to his work as a coach, helping other advisors apply the lessons he has learned through growing and evolving his own firm. His approach is grounded in practical experience and an understanding that building a better business should also create a better life.

Outside of the office, Neal values the freedom and flexibility he has intentionally built into the way he works.

Brian Voss

Alumni Coach

Brian Voss is a financial advisor and experienced firm leader who brings more than two decades of industry experience to his work with Limitless members.

As a Limitless alumnus, Brian has firsthand experience using the program’s principles to reshape his own practice and create greater success without sacrificing his life outside of work. His approach centers on disciplined efficiency, simplifying the business, and using a focused team to deliver deeper value to clients while creating greater freedom for the advisor.

As a Limitless Alumni Coach, Brian brings that practical experience to advisors navigating many of the same challenges he has faced himself. He helps members look critically at how they work, identify what truly matters, and build a practice that supports the outcomes they want.

Outside his practice, Brian has a long history of community involvement and has served in leadership roles with several local nonprofit organizations.

Jed Levene

Alumni Coach

Jed Levene is Managing Director and a Certified Financial Planner at Rockwater Wealth Management, bringing more than 20 years of financial services experience to his work with advisors.

A Limitless alumnus himself, Jed has firsthand experience transforming an advisory firm by getting clear on what matters, simplifying the business, and making intentional decisions about where to focus. At Rockwater, he has applied those principles to create stronger growth while building a business more aligned with the way he wants to work and lead.

As a Limitless Alumni Coach, Jed helps advisors turn complexity into clarity. He is particularly passionate about helping members create simple, actionable plans, get comfortable making decisions, and move forward rather than getting stuck searching for the perfect answer.

Jed brings the perspective of someone actively doing the work alongside the advisors he coaches and believes some of the best insights come from learning from one another.

Laddan Shoar

Service & Relationship Manager

Laddan Shoar is the Service & Relationship Manager at Limitless Advisor, where she supports members throughout their coaching journey and helps create a thoughtful, high-touch experience that keeps advisors connected, supported, and moving forward.

With more than 20 years of experience across financial services, leadership development, and organizational consulting, Laddan brings a unique blend of operational expertise and a deeply people-centered approach to her work. Her career includes 16 years in banking and wealth management, giving her firsthand insight into the financial services industry and the importance of trusted relationships.

At Limitless, Laddan is passionate about empowering members to dream big and show up fully, becoming stronger leaders in their lives, practices, and communities. No limits! Her own commitment to leadership and community-building runs deep, reflected in years of nonprofit board service, civic leadership, and organizational support for local initiatives that create meaningful impact.

Bailey Rinella

Programs Manager

Bailey Rinella is the Program Manager at Limitless Advisor, where she leads the planning and delivery of the firm’s coaching programs and experiences for financial advisors. With 20 years of program management experience, Bailey brings a talent for simplifying complexity, empowering teams, and creating thoughtful systems that deliver a consistently exceptional experience at scale.

Highly collaborative by nature, Bailey works closely with coaches, speakers, and the Limitless team to bring the annual coaching curriculum to life across live events, digital learning, and other member experiences. She is especially passionate about creating programs that feel seamless and intentional, knowing that the quality of each experience plays an important role in helping advisors grow, evolve, and create meaningful change in their businesses and lives.

Outside of work, Bailey enjoys traveling, spending time with family, and giving back to her community through nonprofit board service.

Jennifer Arent

Operations Specialist

Jenn Arent brings more than a decade of experience in operations and project management, with a background spanning construction, fintech, ecommerce, and coaching.

Throughout their career, Jenn has gravitated toward complex processes and the challenge of making them work better. They have a knack for seeing how the pieces of a business connect, identifying unnecessary friction, and turning messy processes into practical, scalable solutions.

At Limitless, Jenn brings that systems-minded approach to the operations, technology, and infrastructure supporting the team and the financial advisors it serves. Their work helps create the structure behind Limitless programs and initiatives, making it easier for the team to focus on delivering an exceptional advisor experience.

Outside of Limitless, Jenn is an avid gamer, lifelong writer, and media archivist with a passion for digital preservation. They’re rarely without a personal project underway, whether preserving media history, building an archive, or disappearing down a new research rabbit hole.