My 40+ years in the financial services industry have taught me that each of us is born with a desire to live a life that possesses within itself a sense of meaning and purpose. Those of us gifted with the opportunity to pursue careers as financial advisors are positioned more than most to use their profession as a gift to those they have been provided the opportunity to serve. To build a financial advisory firm that is as passionate about serving its financial advisors as its advisors are passionate about serving their clients in our corporate “reason for being”. This is our means of contributing towards the transformation of an industry that has not