Navigating Change: Insights from the Betterment Advisor Solutions’ 2024 Advisor Survey

Thomas Moore leads the Betterment Advisor Solutions team, working with wealth management firms across the country to implement streamlined technology and low cost investment solutions.

Prior to this role, he spent his career working with financial advisors as a business development lead for firms such as Vanguard and Affiliated Managers Group. Thomas graduated from University of Oregon with a degree in Finance and lives in Brooklyn, NY.

Devon Klumb works with advisors to implement the Betterment custodial platform in their practices.

Before joining the Betterment team, Devon served clients as a Certified Financial Planner™ at an $80 million RIA that he co-founded and scaled before selling to a larger firm.

Devon has a deep understanding of an entrepreneur's daily life in the RIA space and, having built his practice on Betterment Advisor Solutions, he has unique insight into the power of automation.

Devon is dedicated to helping advisors scale their businesses and serve their clients better. Devon graduated from Ohio University with a B.S. in Engineering Technology & Management and lives in Cincinnati, OH.