About Us

The Straub Group consists of a team of experienced professionals who help successful financial advisors across the United States to determine what level of independence is right for them and what broker dealer or custodian is right for their business.

Meet Our Team

Watson Straub – Principal

Watson Straub founded The Straub Group (originally WM Straub Group) with 20 years of experience in the financial services industry. Watson has consulted and worked with over 500 advisors representing more than $100 million of production since 2002.

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Donald R. Foster- Managing Director

Don Foster joined The Straub Group in December 2009. Don brings over 30 years of experience in the financial services industry. He has over 20 years of experience as a financial products Wholesaler, and more than 6 years of experience as a Financial Advisor. As a mutual fund Wholesaler, Don regularly raised $100 million in annual new assets from the best financial advisors and broker dealers in the country. Don brings extensive financial industry, investment markets, and product and practice management experience to the consulting and broker dealer recruiting process.
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Robert Scott – Director

Robert Scott brings over 25 years of experience in the financial services industry as a First Vice President of Investments and an Assistant Branch Manager. His experience in the industry provides a significant foundation for guiding Financial Advisors to choose the most advantageous broker dealer or custodian for their book of business. He brings a deep knowledge of the financial industry, investment markets expertise, and product experience to the consulting and broker dealer recruiting process.
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David G. Walsh – Director

David Walsh joined The Straub Group in 2012. David’s extensive experience in the financial services industry will help Financial Advisors identify the best broker dealers or custodian solutions.
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Deborah Aston- Research Consultant

Deborah joined The Straub Group in 2015. She brings 12 years of sales experience working as a wholesaler in the Group Insurance Industry. She has worked with many prominent agents and brokers in the region and has acquired large and well know companies as long term clients of her firm. Deborah is customer focused and excels at quickly gaining their confidence by consistently exhibiting professionalism, competence, dedication and follow through.
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Renee Freeze – Research Consultant

Renee Freeze joined The Straub Group in 2014. Renee brings over 6 years of significant experience in the financial services industry as a former Series 24 Principal. She specializes in client relations and account management with a focus on compliance and regulatory issues. Renee guides Financial Advisors in navigating towards optimal Broker-Dealer/Custodian solutions in order to maximize growth of their advisory services enabling them to better serve their clients.
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Kathy Kutufaris- Research Consultant

Kathy joined The Straub Group in 2011. Kathy brings over 7 years of experience in the recruitment field. As a creative professional with experience in all aspects of Human Resources, she excels in managing multiple projects concurrently with strong detail. She has consistently demonstrated first class client relations skills.
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Eva Morrison – Research Consultant

Eva joined The Straub Group in 2013. Eva brings over 8 years of experience in the financial field. As a Research Consultant, Eva cultivates relationships between the financial advisor and The Straub Group. Eva introduces the financial advisors to the company’s unique consultative process for finding the best Broker Dealer/Custodian solution.
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