by Makayla Jamison | Jun 26, 2023
I enjoy helping families achieve what matters most to them and find it extremely gratifying to build meaningful relationships with clients and colleagues. As the Director of Client Experience, I focus on creating efficient processes and ensuring that our Client...
by Makayla Jamison | Apr 28, 2023
Two things made me want to work in wealth management. First, the wealth management industry is full of conflicts. I knew there had to be a better way to bring high-quality advice to families without the conflicts that plague our industry. Second, I love serving...
by Makayla Jamison | Apr 28, 2023
I’ve always found great satisfaction in working closely with families and individuals to help them meet their needs. Over time, I found that wealth management would utilize both my educational background as well as my passion for helping others. While working on...
