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IT Support Services
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Obsessive Support®

The hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs

Managed Infrastructure

Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone

Managed Security

Best in class security to protect your firm’s data and technology

Microsoft Resource Center

Tips, advice, and industry insight from our team of accountants and business owners to yours.

We’re here to help. Contact us for a consultation.
Application Hosting
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Quickbooks

Take your business to new heights with Visory’s flexible QuickBooks hosting solutions

Sage

The same Sage you work in every day, only better

GoldMine

An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs

Tax

Revolutionize your next tax season with added efficiency and mobility

3rd Party Applications

Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server

Cloud Platforms

Access affordable enterprise-grade hosting solutions with none of the IT burden

Watch your firm grow with the ultimate ease of access, security and flexibility.
Managed Services
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Obsessive Support®

Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.

Managed Security

We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance

Managed Infrastructure

We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to

Let’s talk about keeping your business and your data secure.
Cybersecurity
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Managed Security

We’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance

Zero Trust

Security that ensures everyone granted access is who they claim to be

Awareness Training & Testing

Educate and train your most important last line of defense – your people

End Device Protection

Protection where people and their machines intersect

Multifactor Authentication

Secure access to your data. Reduce the risk of compromise, prevent cyberthreats.

Email Filter

A different approach to protecting emails

Single Sign-on

Secure single sign-on access for a connected world

Backup

Backup your data for business continuity and compliance

SecureCloudDrive

Keep everyone on the same page. Any user, every device.

SASE

Secure connections for all your users, devices and networks

Written Information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

No firm is too big or too small for a data breach or a cyberattack. Let’s talk about your security.
Compliance
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Tax & Accounting

IRS 4557 and the FTC Safeguards Rule

Other Businesses

Complying with state and federal privacy regulations and more

Written information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Awareness Training & Testing

Educate and train your most important last line of defense — your people.

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

Contact us to learn more about how we keep your business safe and in compliance
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About Visory

Company Leadership

There are more than 150 professionals who are essential to serving our clients well. We can’t profile them all here, but we can give you a bit of background on the individuals who are leading the organization.

Brett Helgeson
President and Chief Executive Officer

Brett is a relationship-driven and partner-oriented business leader who builds highly functional, client and employee-centric organizations with great cultures. He is passionate about building businesses, providing opportunities for team members, and assisting in the success of his clients through the delivery of Adopt Technologies Managed IT and Security services, established in 2004.

As the President of the Visory Team, he is driven by his unwavering commitment to building a strong, resilient, client- and employee-centric organization by creating meaningful, long-term relationships with team members, clients and partners.

Ryan Treisman
Chief Technology Officer

Ryan has 20 years of experience in the information technology industry. Prior to joining Visory, he was a partner and Chief Technology Officer for Adopt Technologies, a provider of IT solutions to small- and medium-sized businesses. He has also served as a systems engineer for organizations in the finance, advertising and hospitality industries. Ryan received his M.S. in Global Technology and Development from Arizona State University, and is based in Seattle, Washington.

Edward (Ed) Vasko
(HON DOC), CISSP, C|CISO, RP
Chief Operating Officer

Ed is a technology leader, cybersecurity expert and entrepreneur with over 35-years of industry experience. Prior to joining Visory, he was the CEO of High Wire Overwatch, a leading national Managed Security Services Provider (MSSP). Ed was the inaugural Director of Boise State University’s Institute of Pervasive Cybersecurity. Prior to joining Boise State University, Ed established and was a Senior Vice President at Avertium, a leading national managed security and consulting provider. Before establishing Avertium, he was the co-Founder and CEO of Terra Verde. Prior to being acquired by growth equity in 2018, Terra Verde was one of the nation’s largest providers of cybersecurity advisory and managed security services, with over 2,000 active clients around the world.

Mark Dallmeier
Chief Revenue Officer

Mark is a technology and cybersecurity industry veteran, author, serial entrepreneur and leadership consultant who has built multiple award-winning technology and consulting firms. Over the past 27 years, he has held executive leadership and advisory roles including CEO, CRO, CSO, CMO and board positions across cybersecurity, risk, technology and professional services organizations.

Most recently, Mark served as Chief Revenue Officer at High Wire Networks – Overwatch, an award-winning managed security services provider. Prior to that, he was CEO of MARS Suite, an innovative cyber and risk management platform company.

Mark is active on industry and corporate advisory boards and is a frequent speaker at industry conferences. He publishes research and leads executive workshops and panels focused on AI, cybersecurity, risk, compliance and corporate transformation.

Karen Hockenberry
Senior Vice President, Client Success & Implementation

Karen is responsible for building and sustaining strong client relationships, and is focused on enhancing Visory’s onboarding, technology integration and client advocacy efforts. She has more than 15 years of experience leading and managing client success teams for technology companies, including cloud and managed services providers. Karen is based in St. Louis, Missouri, and received her M.B.A. from Northwest Missouri State University.

David Woods
Senior Vice President, Finance

David leads Visory’s daily financial operations, overseeing accounting, budgeting and financial reporting. With over 25 years of diverse experience in finance, accounting, and academia, his expertise spans technology, real estate, financial markets and higher education. He holds advanced degrees in Business Administration, International Real Estate, Accounting and Financial Management, and Economics, culminating in a Doctorate in Business Administration. Throughout his career, David has excelled in optimizing financial performance, fostering innovation, and implementing growth strategies. He is dedicated to strategic leadership, empowering finance teams to drive exceptional value and sustainable growth for long-term organizational success at Visory.

Steven Ryder
Chief Commercial Officer

Steven helps advisors find technology solutions that enable them to work securely and successfully. He has more than 20 years of enterprise technology and cybersecurity expertise in the financial services industry.

Prior to Visory, Steven was the President of True North Networks, a nationally recognized managed service and private cloud hosting provider for independent registered investment advisors (RIAs) and other businesses. Before launching True North in 2002, he served as Vice President of two banks, managing relationships with Fannie Mae’s largest New England clients, and was the CFO of the largest real estate company in New Hampshire.

Steven is also passionate about serving others outside of the office and abroad, dedicating significant time and resources to helping communities and people in need in El Salvador and Ecuador. He is based in Swanzey, New Hampshire.

Want to learn more?
We’re here to help

Keeping up with the demands of the ever-evolving world of technology and cybersecurity can be a challenge – but that’s our job, not yours. We’d welcome the opportunity to talk with you about your needs and how we can help you find a way forward.

Or Call Us Today at (888) 252-2990
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