I knew that if I followed the path that many others had walked before me that I would end up having a successful transition.

Matt Schellman
Financial Advisor

I feel very lucky because you all found me. You’ve changed my life.

Vondal Davidson
Financial Advisor

It’s been a great decision to move to the independent channel, and if I had to do it all over again, I absolutely would.

Kip Reiss
Wealth Advisor