﻿- The RIA space was compelling to us because we felt like we
were building something.
- You just know that this is something that you're creating.
You become a firm where you are an advocate for your client.
- We have no constraints because we have ownership.
And to be able to control every aspect of the business was
extremely compelling to us.
- Everybody at every level of the firm is focused on
client service.
- All you need is an entrepreneurial spirit.
The rest of it will come.
- And I have more time to do the things that I want to do.
- Yeah, I think helping people feels good, right?