Taking the Leap
Play • 23 min

Jill Reitmeyer, Nancy Mercado, and Dustin Bench felt limited at their previous firm. None of them possessed a sense of ownership or fulfillment in their day-to-day work. They couldn’t help asking, “Are we really living up to our potential?”

Learn how the team pushed through discomfort to pursue a world of new possibilities by forming their own RIA firm.

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