“Every morning I log in and do my business with a tight-knit network of trained professionals. From wealth management, to financial planning, to operations, to tax, to estate, to media, to content, everyone on our team fits together and is focused on serving our clients. There are no B-players, and the whole is greater than the sum of our parts. This is a special place and it’s our responsibility to keep the train rolling as long as we can.”
