Revisor’s founder, Landon Jones, began his career as a financial advisor in 2002 with a large national firm. After two years, he moved to another. In 2006, frustrated with the firms’ restrictive, conflict-laden model of proprietary products, he left and started his own independent, fee-based practice.
However, this shift brought its own unique challenges, including managing portfolios, billing accounts, and reporting performance. After attempting to handle these challenges internally, he realized that doing so required too much time and energy to be sustainable, and building a system from scratch would take years.
So, in 2009, he outsourced investment management to a Turnkey Asset Management Program (TAMP). However, the TAMP excluded many accounts due to size and other constraints, charged high fees, and showed little flexibility. Unsatisfied with the current investment management solutions, Landon decided that despite the significant time investment, building a system from the ground up would be the only effective solution.
In 2010, he partnered with TradePMR as the custodian and started developing processes to build, maintain, trade, bill, and report on fee-based brokerage accounts at scale. By 2013, the system was fully operational, enabling advisors to outsource all client accounts, regardless of size or complexity. This system became the foundation of Revisor, which officially launched in 2015 with the support of startup RIAs who shared the vision of delivering coordinated investment, tax, estate, and insurance services to clients. Today, Revisor maintains the core framework of Landon’s local practice and has scaled it to accommodate national practices for a more coordinated client experience across various advisory needs.
Revisor’s mission is to elevate the RIA experience across investment, tax, estate, and insurance domains by providing a platform of services that helps advisors coordinate and execute the best financial strategies on behalf of their clients..
The Revisor Platform supports RIAs and their clients, including brand-new investors, ultra-high-net-worth investors, and everyone in between. The current financial services system is extremely outdated in two key ways: it lacks efficient coordination among professionals and it lacks the ability to execute advanced planning strategies. This results in a confusing and frustrating client experience.
Revisor’s platform addresses both gaps by coordinating and executing financial strategies for advisors and delivering tax-efficient investment programs, customized portfolios, transparent, direct ownership of securities, and streamlined, reasonably-priced tax preparation, estate planning, and insurance services.
We offer a way forward for both established and breakaway advisors to provide excellent services because we know to manage portfolios, integrate technology and streamline operations. In addition, Revisor offers a complete package of services that RIAs need, including tax prep, insurance services and estate planning.
Landon Jones is the visionary for the company and provides the strategic direction for innovative services and solutions for clients. In addition, Jones spends roughly half his time as the senior financial advisor for the Revisor Wealth division, a role that allows him to stay connected to the needs of financial advisors and envision the revolutionary services available through Revisor. Whether it’s staff, clients, or students at Cleveland State University where he teaches, Landon is passionate about helping people think critically about financial strategy. Landon holds a Master of Business Administration degree from The Ohio State University and is a Certified Financial Planner. In his free time, Jones enjoys spending time with his wife Monica and two boys, Luke and Matthew.
Ethan Dunbar oversees the portfolio management process at Revisor where he is dedicated to improving and innovating the financial services space. He chairs the investment committee with founder and CEO, Landon Jones, and manages the portfolio, billing, trading, reporting, and implementation teams. Ethan has spent his entire career in the financial services industry at Revisor. He graduated with a bachelor’s degree from the University of Richmond and is a CFA® charter holder. He has held progressively responsible roles during his nearly 10 years at Revisor. In his free time, Ethan enjoys tennis, golf and spending time with his family.
Nick Cargill provides advisors with a seamless experience when implementing and maintaining investment solutions for their clients. He has a passion for building and refining Revisor’s trading and performance infrastructure, including sleeve-level performance accounting and end-to-end full-cycle platform configuration for RIA practices. He earned a BSBA in business economics from the University of Richmond and has built his career at Revisor since graduation. He holds the CFA® charter and is a member of the CFA® Society of Virginia. Beyond his work, Nick is happily married to his wife Olivia, who he met at the University of Richmond.
Jacob Dunbar implements comprehensive investment plans, advising on portfolio options and strategies. He acts as the senior training and billing specialist and helps manage portfolio performance systems. Jacob holds a bachelor’s degree in business administration from the University of Richmond. He is a Registered Investment Advisor Representative (IAR) and holds a Series 65 license. When he’s not working, he enjoys playing tennis and spending time with his wife, son and two dogs.
Kyle Patterson focuses on increasing Revisor’s brand awareness through marketing and bringing new advisors into the Revisor ecosystem. He is skilled at educating advisors on all aspects of the financial advisory industry. Kyle began his career in the finance industry over a decade ago as a financial representative with a large IBD. After obtaining his MBA, Patterson transitioned to the capital markets space. He holds a Certification in Long Term Care (CLTC®) as well as the 7, 63, 66, and 86/87 investment licenses. In his free time, Patterson enjoys staying active with activities like hiking, biking, and working out and is a fan of all racquet sports.
Garrett Profancik aids financial advisors by implementing and maintaining financial plans for end clients with the portfolio management team, as well as assisting local clients by providing amazing customer service. Profancik holds a bachelor’s degree in finance from Cleveland State University. He enjoys spending time with his family, as well as paying attention to the car market
Eva Beyebach serves as the liaison between the Portfolio Management team and the Sales & Marketing team. She focuses on managing, analyzing and visualizing portfolio performance and business data leading to actionable recommendations for strategic decision-making. She also supports IT in automating workflows to increase efficiency and enhance business processes. Eva earned a bachelor’s degree in Business Analytics and Statistics from the University of Texas at San Antonio, where she played on the university’s tennis team. In her free time, Beyebach enjoys playing sports and spending time with friends and family.
Ian Norris serves as a member of the Portfolio Management Team, working closely with financial advisors to support and execute investment strategies aligned with client objectives.He earned a Master’s Degree in Business Administration from West Virginia Wesleyan College, where he played on the Baseball team. In his free time, he enjoys playing golf, hunting and spending time with friends.
Noah Meyers supports Revisor’s clients and daily operations, focusing on delivering exceptional client care and assisting with the development of comprehensive financial plans. He is dedicated to ensuring that the planning process is seamless and that every client receives the attention and detail-oriented support they deserve. Noah is currently pursuing a degree in Financial Planning at the University of Akron and is working toward his CFP® designation. Prior to joining the financial services industry, he served for three and a half years as an Airborne Infantryman in the U.S. Army. He enjoys spending quality time with his wife and their newborn son.
Chad Brown creates tailored workflow solutions for financial advisors using RevFlow, a proprietary Revisor software solution. He takes pride in his ability to explain complicated technology concepts in a way that makes them understandable to anyone.Brown holds a master’s degree in information architecture and knowledge management from Kent State University, where he focused on software research and user experience design. When not at work, Brown likes to spend time with his family and his two dogs, Scarlet and Gray. He also enjoys giving back to the community by volunteering his time with organizations that develop tech solutions for people with visual and other disabilities.
Kade Mindry has a strong foundation in finance, sales, and real estate, complemented by experience in marketing, digital strategy, and SEO. Originally from Durban, South Africa, he studied finance at Cleveland State University and competed on the tennis team.After graduation, he spent 1.5 years traveling through Southeast Asia and Europe, gaining global perspective. Kade combines analytical thinking with creativity to connect marketing and sales strategies that drive meaningful business results.
Majoy Makilan is currently employed as a full-time Virtual Assistant at REVISOR, where she manages payment processing and data entry tasks, ensuring accuracy, compliance, and timely execution.With more than 15 years of professional experience in accounting, project management, and sales, Majoy Mahilan works as a freelancer dedicated to helping entrepreneurs and small business owners elevate their ventures.
Bojan Stevovic leads platform development at Revisor, creating and customizing the client-facing tools and advisor portals that power the firm’s technology. He takes pride in turning advisors’ and clients’ ideas into elegant, functional solutions.Alongside his work at Revisor, he is also a partner in an investment fund, blending finance experience with technical skills. He earned a BS in Marketing and played football at Nicholls State University. In his free time, he enjoys traveling.
Chad Roope, CFA - CIO, Lineweaver Wealth Advisors (1 Billion+ AUM)
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