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- The RIA space was compelling to us because we felt like we 

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were building something. 

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 - You just know that this is something that you're creating. 

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 You become a firm where you are an advocate for your client. 

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 - We have no constraints because we have ownership. 

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 And to be able to control every aspect of the business was 

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extremely compelling to us. 

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 - Everybody at every level of the firm is focused on 

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client service. 

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 - All you need is an entrepreneurial spirit. 

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The rest of it will come. 

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 - And I have more time to do the things that I want to do. 

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 - Yeah, I think helping people feels good, right? 

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