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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

Liscio Client Communication

Liscio mobile app streamlines client communications and makes security automatic.

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 with Visory and industry-leading KnowBe4.

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

Written Information Security Plan (WISP)

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

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.

Brett Helgeson
President

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.

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.

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.

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 and Marketing

Mandy is the chief architect of Visory’s sales and marketing strategy, managing the company’s growing sales team and overseeing its marketing efforts. A seasoned information technology 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 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.

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
Insights
What We're Saying
Feb 6th, 2024
The What, Why and How of a Cyber Attack
There is so much information out in the world around cyber-attacks and cyber security; much of the advice is unreasonable for small to medium sized
Feb 6th, 2024
Don’t Gamble with SEC Compliance: Assessing Your IT Vendor’s Capabilities
Is your current local IT vendor equipped to handle the rigorous demands of SEC audits for Registered Investment Advisors (RIAs)? In today’s complex regulatory landscape,
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The Future of AI in Cybersecurity
Artificial intelligence (AI), with its ability to learn, adapt, and predict, has emerged as a powerful tool in the arsenal of both cybersecurity professionals and
Jan 29th, 2024
Cybersecurity Awareness Training for Employees
In the intricate world of digital defense, your employees are the formidable frontline. They can either be the shield that deflects a potential information security
Jan 29th, 2024
Managed Services IT vs. In-House IT: Which is Best for Your Business?
Managed services IT and in-house IT can achieve similar results, but deciding between them is a critical business decision that goes beyond selecting an IT
Jan 19th, 2024
Empowering RIAs: The Crucial Role of SOC 2 Type II Certified Cybersecurity Vendors
The dynamic world of financial services mandates robust cybersecurity measures, especially for Registered Investment Advisors (RIAs). Partnering with SOC 2 Type II certified cybersecurity vendors
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