Meet the Team

Tom Polterdorf Jr.

Tom Poltersdorf, CFP®,CEPA

Founder

I started Beyond Your Exit with the sole purpose of helping entrepreneurs prepare for a successful transition from their business. As your financial partner, we will help you create a plan that protects what you've worked so hard for and design your life after business. Our personalized approach will result in you having more clarity on your financial future, the freedom to work ON your business rather than IN your business, and a roadmap to ensure a smooth transition to your next chapter.

GeoWealth

Investment Management Partner

GeoWealth is a partner of our firm and they provide investment management services to our clients. They assist us with portfolio construction, investment management, and client operations, and bring decades of experience and expertise to Beyond Your Exit Wealth Management. Handpicked by us, GeoWealth is an integral part of our growing team. We are excited about our relationship and what it will bring to our clients. Their investment team includes:

Scott MacKillop, JD - Strategic Advisor.

Prior to joining GeoWealth, Mr. MacKillop was the founder and CEO of First Ascent, where he served on the firm’s investment committee, developed ideas for better serving financial advisors and their clients, and guided the process of turning those ideas into reality. Mr. MacKillop brings the unique experience of having served as leader of five firms that provided outsourced portfolio management services to financial advisors. He started his career as an attorney in Washington, DC practicing securities and ERISA law.

Mr. MacKillop received his BA from Stanford University and his JD (with honors) from George Washington University. He is an Ambassador for the Institute for the Fiduciary Standard and an award-winning author who has written over 200 articles and papers on topics of interest to financial advisors. He also holds a Series 65 designation.

Patrick Krulik, CFA - CIO and Chairman of Investment Committee.

Mr. Krulik is Chief Investment Officer of GeoWealth and Chairman of its Investment Committee. He is responsible for the management of GeoWealth’s investment department, its portfolios, its research activities, and its investment committee. He has nearly 20 years of experience.

Prior to joining GeoWealth, Mr. Krulik was a founding member of First Ascent Asset Management.

Before that he served in positions of increasing responsibility at Envestnet where he was involved in discretionary portfolio management, development of asset allocation strategies, manager due diligence and selection, new product design, and advisor consulting.

Mr. Krulik received his BSBA (Bachelor of Science in Business Administration) with an emphasis in Finance from the University of Colorado. He is a CFA® charterholder.

Jennifer Wing, MBA - Head of Investment Solutions Team

Ms. Wing is the Head of Investment Solutions at GeoWealth. She is responsible for delivering on the broad range of investment needs of our clients, ensuring our platform offers access, flexibility, and investment expertise.

In this role, Jen draws from 15 years’ experience at J.P. Morgan in various positions in wealth management– from investment manager due diligence to digital product, strategy, operations, and sales.

Ms. Wing received her MBA (Masters in Business Administration) from The Wharton School at University of Pennsylvania. She received her BS in Finance from The Smeal College of Business at The Pennsylvania State University. She also holds a Series 65 designation. She is based in Greenwich, Connecticut with her family.