Our Executive Team & Founders
CEO & Founder
As CEO and Founder for f3Logic, LLC., Rich provides leadership for the f3Logic family of companies. f3Logic offers high-level reporting, trading, billing, as well as investment research, commentary, and true fiduciary services to RIAs while removing the bureaucracy of larger organizations. f3Logic gives IARs and RIAs the middle and back-end office support they need with the freedom to evolve their professional and business structures over time. Considered an industry thought-leader, Rich applies his knowledge and expertise towards delivering a superior advisory experience.
Managing Partner & Founder
As one of the original founders and Managing Partner for f3Logic, Kevin is responsible for assisting in developing, communicating, executing, and sustaining strategic initiatives. Kevin is the key link between the managing partners and the advisors and is integral to f3Logic’s success by translating the overall goals of the company into an actionable plan.
Mary B. Kusske
Chief Financial Officer & Founder
As a founder and CFO of f3Logic, Mary helps shape the direction and purpose of the firm. She is also the founder of Kusske Financial Inc, a firm specializing in helping retirees and pre-retirees work toward financial independence.
For Mike, a founder of f3Logic, retirement is a state of financial independence – where he’s working because he wants to, not because he has to. Mike has a number of interests, but only a few great passions – one of which is his work. His ideal retirement will be that point when he is able to fit his interests between his passions and achieve life’s quest for balance.
Director of Insurance Services & Founder
Founder of f3Logic, Tom graduated from Merrimack College in 1990 and quickly entered the financial industry. After several years he found his passion in the retirement planning arena. Along with Mike LaBrie in 1994 they established Compass Point Retirement Planning, Inc., which is one of the premier retirement planning firms in New England.
As Executive Committee Member for f3Logic, Brett acts as a liaison to f3 offices around the country. In this capacity, he communicates the benefits of an f3Logic transition and how it impacts offices and advisors.
Chief Compliance Officer
As Chief Compliance Officer for f3Logic, LLC, Jon DeSmidt is responsible for the overall compliance program of the firm. He also serves as f3Logic’s compliance liaison, responsible for facilitating the execution of our compliance requirements and responsibilities in relation to our broker/dealer, Independent Financial Group.
Director of Operations
As Director of Operations for f3Logic, Wendy oversees day to day operations of the firm as well as the creation and implementation of internal policies and procedures. She also supervises account maintenance including billing, reporting, client data, and the client portal.
Chief Investment Officer
Jason Orlosky is the Chief Investment Officer (CIO). In this role, Jason oversees the firm’s investment strategies as well as market outlook. His approach to the markets is based on long-term market trends and focusing on areas of economic growth.
Marketing & Communications
As Marketing and Communications lead, CeCe’s responsibilities include research, strategy/content development, and budget management to best promote and evolve the f3Logic brand and message. She promotes consistent messaging, expansion of brand awareness, and optimization of multiple marketing processes in all f3’s communication channels. CeCe oversees the f3Logic website, social media pages, digital email/marketing campaigns, promotional materials, and all internal communications.
Manager, Technology Training & Support
As Manager of Technology Training and Support Services for f3Logic, Todd creates and administers the technology stack for advisors. He develops policies, procedures, and training agendas for advisors to ensure compliance with SEC regulations. Also, Todd provides technology training and ongoing support for all key systems.
As Operations Manager for f3Logic, Lindsey is responsible for the creation and maintenance of portfolios and accounts, monthly billing processes, account investment in models, and daily reports for client account data. She also aids with the portfolio accounting system including the client portal, data reconciliation, data mining, and billing.
As Operations Manager for f3Logic, Jesus supports all f3Logic DBAs with new account requests. From facilitating necessary paperwork to client relationship setup, he ensures that all aspects are executed in a timely manner. Jesus also assists with billing and the implementation of the rebalancing platform to support advisors and clients behind the scenes.
As an Operations Associate for f3Logic, Bobbi is responsible for day-to-day tasks and administrative work associated with the firm’s portfolio accounting system. She also aids in the development and implementation of f3Logic policies and procedures.
Operations Relationship Manager
As Operations Relationship Manager for f3Logic, Mike supports f3Logic firms during transition as well as with new account setup, maintenance, trading, and any other middle and back-office items these firms require to run a successful and efficient business.
As a Transition Specialist for f3Logic, Erica assists individuals and firms of all sizes navigate the complicated transition process. In preparation for the move to true independence, she provides expertise in back and middle office support including technology, compliance, training, and more. Erica has the knowledge and expertise to help whether you are changing Broker Dealers, creating a separate Registered Investment Advisor, or joining the Independent space.
As a Transition Specialist for f3Logic, Lu assists individuals and firms of all sizes navigate the complicated transition process. In preparation for the move to true independence, she provides expertise in back and middle office support including technology, compliance, training, and more. Lu has the knowledge and expertise to help whether you are changing Broker Dealers, creating a separate Registered Investment Advisor, or joining the Independent space.