"I started the firm in 2012 after working in both private equity and at a large regional investment firm. Those first 4 years of my career opened my eyes to the industry, and I saw the good and bad. I took what I learned from those experiences and decided I wanted to open my own firm to build something new. My goal was to change the way people’s money was managed in NWA. It was a bold move to say no more products, no more one-size-fit-all models, no more annuities, no more high fee mutual funds, no more generic advice, no more advice that only benefited the advisor and their firm and not the client, no more losing to the market every year. Instead, I'd have a firm that always puts the clients needs first, that actively manages money around a strategy that invests."