Meet The Wealthplicity Team

Our team is comprised of a multi-disciplined group of professionals with decades of experience in the finance and education industries. Learn more about the Wealthplicity team below.

Andrew McShane

Chief Executive Officer

Andrew McShane, Chief Executive Officer

Andy has spent his career as a marketing executive in both the financial and education sectors. He has been a retail investor for over 10 years and wants to help bring a level of personalization and simplification to investment education.

As a former Chief Marketing Officer of a leading financial publishing group, Andy knows first hand the need for consumers to achieve financial freedom on their terms.

When Andy isn’t helping to change the financial education landscape, he spends his time with his wife and two kids. He’s a big-time Boston Celtics fan and is working on re-learning piano.

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Scott McKay

Head of UX and
Chief Creative Officer

Scott McKay, Head of UX and Chief Creative Officer

As a former Director of User Experience and Design at a leading financial publishing group, Scott brings over twenty years of design and user experience knowledge to the Wealthplicity Team.

Scott is a digital and graphic designer proficient in all aspects of the design and development of digital and print publications, with a focus on user-centered design and strategy. He is a skilled logo and infographic designer and illustrator.

Scott has worked for large organizations, such as Stanley Black and Decker and Laureate Online Education, as well as a freelance designer and web developer. He has helped over 100 businesses start and build their digital and brand presence.

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Tom Lauman

Head of Investment Strategy

Tom Lauman

Tom Lauman graduated from UVA’s McIntire School of Commerce with a degree in Finance. Outside of the classroom, he was one of the captains of the rugby team. Later Tom received his MBA from Loyola University in Maryland.

Tom spent 26 years as Managing Director of Stifel Financial where he executed equity transactions and developed relationships with many of the largest and successful hedge funds, pension funds, mutual funds, and institutional money managers in the country.

With forty years of experience across all aspects of investing, Tom has helped numerous clients build wealth and achieve their financial goals through sound investing.

“There is a right way to invest and a wrong way. We are here to give people the insights and knowledge needed to invest the right way for the rest of their lives.”

Find Tom on LinkedIn:

Rick Patro

Chief Investment Officer

Rick Patro, Chief Investment Officer

Rick has been working in the finance and education space for nearly 40 years, and has seen first hand the need for a better approach to financial education.

As Chief Information Officer at Laureate Online Education, Rick lead the strategic direction and operation of Laureate Education’s Information Technology team. He helped develop and implement strategies to accommodate continued growth, innovation, compliance, and business efficiency and oversee all aspects of day-to-day Information Technology, including information security, CRM, ERP, and cloud operations.

With Andy, Scott and Tom, Rick founded Wealthplicity to create an interactive financial and investment education website that incorporates proprietary technology with decades of investing knowledge that will help users achieve financial freedom on their terms.

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