Sponsored by Schwab Advisor Services
Jill Reitmeyer, Nancy Mercado, and Dustin Bench felt limited at their previous firm. None of them possessed a sense of ownership or fulfillment in their day-to-day work. They couldn't help asking, "Are we really living up to our potential?"
Learn how the team pushed through discomfort to pursue a world of new possibilities by forming their own Registered Investment Advisor (RIA) firm.