Evolution of Execution
Our Team
Leadership Excellence
President
Jason Kuehn
Jason has experience at two Fortune 500 financial services companies but realized his true passion lies in representing individuals rather than firms. Driven by a people-first approach, he specializes in navigating the nuanced space where business and personal life intersect, providing guidance that balances both with clarity and purpose.
VP, Advisor Engagement & Transition Strategy
Raylene Cromwell
A Transition and Engagement strategist with
10+ years of experience, Raylene is known for
creating curated, people centered advisor
experiences.
​
Her work blends structure, empathy, and
thoughtful design to support advisors through
meaningful change with clarity and
confidence.
Business Development
Stephen Lee
Steve entered the financial services industry in 1986 and has spent 35 years in investment, insurance, and sales management. Passionate about building client-focused, solution-driven teams, he now connects strategic advisors with business succession, M&A, growth strategies, and talent development. Through his relationship with Jason Kuehn and Arlington Group, he helps firms navigate transitions and achieve lasting success.
Director Of Operations
Dylan Lee
​Dylan is a tech enthusiast passionate about leveraging AI to streamline workflows and boost productivity. With a focus on automation and innovation, he’s always exploring ways to let AI handle the heavy lifting, freeing up time for creative problem-solving. At Arlington Group, Dylan applies these skills to improve operations, implement smart solutions, and help the team focus on delivering strategic value.
