Kimberly Custer, CMT
Partner, Director of Operations
Kim is a co-founder and partner of Wealth Advisory Solutions with over 17 years of experience specifically in the RIA industry and 20 years of experience overall in the wealth management industry. Kim oversees the operational side of the firm including billing, invoicing, custodial and vendor relationships and ensuring advisors have the tools they need to run their business.
Kim earned a Bachelor’s Degree in Financial Counseling and Planning from Purdue University in West Lafayette, IN. After graduation, she began her career in the financial services industry with a New York stock exchange firm. Kim later joined Smith Barney’s Portfolio Management Group (PMG). During that time, she and PMG’s Senior Portfolio Management Director worked together to manage portfolios for high net worth clients.
Kim holds a Chartered Market Technician (CMT) designation, which is the premier designation in technical market analysis. She is a Chartered Retirement Planning Counselor, a designation earned through the College for Financial Planning in Denver, Colorado. Kim is a member of the Market Technician’s Association.
Kim lives in Wabash, IN with her husband, Jay, and daughters, Autumn and Avery.
Steve Kyburz, QPA, QKA
Partner, Director of Advisor Services
As co-founder and partner of Wealth Advisory Solutions (WAS) with more than three decades in the industry, Steve works with the advisor partners of WAS through their transition and beyond. Steve’s focus is ensuring advisors are getting the service and support they need from the WAS team members and strategic vendors. Steve is always looking for additional solutions from technology to succession planning that will enhance an advisor’s practice.
Steve graduated from Purdue University with a Bachelor’s of Science degree in Financial Planning. Steve holds the QPA (Qualified Plan Administrator) and QKA (Qualified 401(k) Administrator) designations through ASPPA (American Society of Pension Professionals & Actuaries) and is a member of NAACI (National Association of Actuaries & Consultants, Inc.), an exclusive 35 member group consisting of pension TPA business owners and ERISA attorneys.
Steve lives in West Lafayette, IN with his wife Marla and three sons, Tommy, Sammy and Riley.
Ty Needler
Partner, Director of Business Development
As co-founder and partner of Wealth Advisory Solutions, Ty has a passion for collaborating with advisors to build out solutions that enhance their business. Ty leads the business development efforts for WAS and builds relationships with prospective advisors and industry leaders.
Once an advisor makes the decision to work with WAS, Ty will develop a transition plan that is built specifically for the advisor and their team to ensure that each and every transition is as smooth as possible.
Ty received his Bachelor’s Degree in Finance from Taylor University in Upland, IN.
He currently resides in Westfield, IN with his wife Taylour and their three daughters, Ellie, Addie and Sadie.
Matt Swendiman
Chief Compliance Officer
Matt began his investment management career in 1996 with a predecessor of Citi Fund Services, where he worked in the transfer agent and legal and compliance department for a large third-party mutual fund administrator. Thereafter, he served as counsel to Conseco Capital Management, a multi-billion dollar institutional investment management firm located in Carmel, IN.
Following a stint as COO to a $500 million Cincinnati-based registered investment adviser, Matt founded Graydon Compliance Solutions, LLC, an outsourced compliance consultancy offering services to RIAs across the United States and in the United Kingdom. Matt has been working with Wealth Advisory Solutions since 2017.
Matt has earned his BA in Political Science, as well as his JD, from The Ohio State University. While in law school, he attended the Oxford University Summer Program, and has also earned his LLM in Insurance Law from the University of Connecticut.
Ashley Hatt
Compliance Officer
Ashley Hatt graduated with a Bachelors Degree in Telecommunications from Ball State University. She started her career in investment management with Charles Schwab and Co. where she obtained securities licenses 7, 63, 9 and 10. During her time at Charles Schwab, Ashley specialized in Retirement and Estates.
After Schwab, Ashley went on to pursue an opportunity in operations at an Indianapolis based RIA where she gained experience in compliance and operations, which led her to the role of Senior Securities Examiner for the State Of Indiana. In her role as a Senior Securities Examiner, Ashley was responsible for the examination of State Registered Investment Advisors throughout the state of Indiana.
In her free time Ashley enjoys reading, painting and spending time with her husband, stepdaughter and their two dogs and cat.