Advocating for Excellence

Dennis and Katie are deeply committed to serving as advocates for their clients. Starting with how they built their independent advisory firm, they emphasize how each facet of the business was built with the end client’s experience in mind. Katie and Dennis highlight their frustrations in the industry and how they are working to combat overly complex portfolios, insufficient plans, and limited access to money. Dive into this episode to find out how they are raising client expectations for what an advisory experience can be.

Connect with Katie & Dennis:

Important Disclosures: