My financial services journey began when I joined the wealth management industry as a 22-year-old working for IOF Foresters, a six-billion-dollar insurance and investment company at the time. After being given a number of great opportunities to hone my skills and learn the industry, ten years later I was running sales operations for the entire country. I founded WealthCo in 2000 as its first (sole) employee focused on working with accountants and their business owner clients. Navigating and embracing technological advances and changing market conditions, strategic partnerships, and proven results have all become WealthCo hallmarks of success as we change the financial services industry fo