Welcome to Visory

RightSize Solutions is now part of Visory

We have joined forces with True North Networks to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.

Welcome to Visory

True North Networks is now part of Visory

We have joined forces with RightSize Solutions to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.  

Welcome to Visory

Swizznet is now Visory

Our parent company name has changed, but our hosting services, solutions and Obsessive Support® have not. 

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Call Today (913) 396-4600
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

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

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 with multiple verification checks on identity, reduce the risk of compromise, prevent cyberthreats

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

Other Businesses

Complying with state and federal privacy regulations and more

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.

Bob Hollander
Chief Executive Officer

Bob believes that client service excellence and a commitment to innovation are at the heart of every successful organization. As Visory’s Chief Executive Officer, Bob is ensuring that the company’s people are focused on delivering powerful and innovative enterprise-level technology and cybersecurity solutions and support to organizations of any size.

Bob joined Visory’s predecessor, Swizznet, as President in 2019, and is leading the combination of Swizznet, RightSize and True North Networks into one integrated, client-centric technology and cybersecurity solutions company. A senior executive in the cloud space, he has navigated clients through the evolution from outsourced services to private, public and hybrid cloud solutions. Bob previously served as Senior Vice President for InterVision and Senior Vice President, North America for Savvis, which was a Gartner Magic Quadrant leader in hosting, colocation and private cloud solutions. He is based in Chesterfield, Missouri.

Steven Ryder
Chief Strategy 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.

Wes Stillman
Chief Technology Officer

Wes oversees the development and execution of Visory’s technology offering for clients and the company. He is deeply committed to helping RIAs and other organizations use technology as a differentiator to compete and grow.

Prior to Visory, Wes was the Chief Executive Officer of RightSize Solutions, which he founded in 2002 and which was acquired by Visory’s predecessor, Swizznet, in 2020. Wes recognizes that RIAs need a relatable technology partner that understands how to address their unique need for security and operational flexibility with how they run their businesses.

Previously, Wes worked with broker dealers, trust companies, community banks and other financial institutions, holding senior positions at National Advisors Trust Company, FSB, Comdisco, Midwest Consulting Group and Yellow Technology Services. He is based in Lenexa, Kansas.

Jamie Finley
Senior Vice President, Finance

Jamie oversees the day-to-day financial operations of Visory, which includes managing the accounting, budgeting and financial reporting for both companies. Prior to joining the company in 2019, Jamie held senior management roles in finance and accounting at Consolo Services Group and LGC. She is based in Lexington, Kentucky, and has her Master of Business Administration from Western Kentucky University’s Gordon Ford College of Business.

Mandy Cozby
Senior Vice President, Sales

Mandy leads the sales strategy and operations for Visory, managing the company’s growing inside, direct and channel sales team. A seasoned information technology sales executive, Mandy joined the company in 2020 as vice president of channel sales following positions at InterVision Systems, AOS and WAN Technologies. She is based in Chesterfield, Missouri, and is a graduate of Quincy University.

Lori Simpson
Vice President, Operations & Customer Service

Lori has more than 20 years of experience in client management, and today oversees Visory’s operations and customer service teams. Most recently, she served as Chief Operations Officer for True North Networks, where she streamlined operations and implemented a robust customer service culture, instilling a fiduciary-focused mindset across the entire company. Lori is based in Visory’s Swanzey, New Hampshire office.

Karen Hockenberry
Vice President, Client Success & Implementation

Karen is responsible for building and sustaining strong client relationships, and is focused on enhancing the company’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 Masters of Business Administration from Northwest Missouri State University.

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 (913) 396-4600
Insights
What We're Saying
Dec 5th, 2022
Karen Hockenberry Joins Visory to Lead Client Success and Implementation Teams
Chesterfield, MO – (BUSINESS WIRE) Dec. 5, 2022 – Visory, a provider of technology management, cybersecurity and hosting solutions for the accounting, wealth management and
Nov 11th, 2022
10 Tips to Improve the Security of your Firm
1) Survey your technology environment 2) Update your cybersecurity policies 3) Emphasize cybersecurity training 4) Encourage active participation & awareness 5) Use encryption 6) Set
Nov 11th, 2022
Visory Named 2022 Corporate Partner of the Year by Financial Planning Association -Dallas/Fort Worth Chapter
Chesterfield, MO – Nov. 11, 2022 – Visory, a provider of technology management, cybersecurity and hosting solutions for the wealth management, accounting and construction industries,
Nov 2nd, 2022
Visory Taps Lori Simpson to Lead Operations and Customer Service
Chesterfield, MO – Nov. 2, 2022 (BUSINESS WIRE) – Visory, a provider of technology management, cybersecurity and hosting solutions for the accounting, wealth management and
Oct 26th, 2022
Cybersecurity Risk Survey
Take stock of your firm’s current security posture, identify key areas of risk, and assess your appetite for exposure. Swizznet’s Cybersecurity Risk Survey helps to
Oct 26th, 2022
RightSize Cyber-Chats, cybersecurity and technology issues facing financial advisors.
Welcome to RightSize Cyber-Chats, a new series of candid conversations about the most pressing cybersecurity and technology issues facing financial advisors. On each episode of
Oct 26th, 2022
RIA Spending to Rise with SEC’s Cybersecurity Proposed Rule’.
The Securities and Exchange Commission may soon have a heavier hand in registered investment advisor firms’ cybersecurity policies. The SEC voted last month to propose
Sep 28th, 2022
Why did we Build SwizzStack, and What is it?
At the beginning of 2022, Swizznet rolled out a new offering called SwizzStack (you see what we did there?) and we wanted to give you
Sep 27th, 2022
Three Steps for Mitigating Accounting Cyber Threats to Prevent Tax Season Attacks
If you think the middle of tax season “is not the time” to proactively improve your firm’s cyber security protocols, you may be playing right
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