As a Senior Vice President, Advisor Group Lead, I get to work with our advisors and clients. When working with our advisors, my role is to help make sure that they have everything necessary to provide comprehensive asset management services to our clients. I also work together with our advisors’ clients, helping them to navigate their personal financial lives while providing unbiased financial advice and wealth planning strategies. My goal is to help ensure that our advisors are positioned in the best manner to help our clients achieve their own, unique, definition of financial success.