300+

Combined Years of
Experience

$2.2B

Assets Under
Advisement

20+

Advanced
Designations

99.8%

Client
Retention

*As of July 1, 2022

Ideal Candidate

Financial Advisor

  • 5+ years in the business
  • Existing client base
  • 250,000+ of top line revenue
  • Entrepreneur minded
  • Financial planning focused
  • Team player

Employee

  • Self starter
  • Problem solver
  • High integrity
  • Excellent work ethic
  • Technology proficient
  • Team player

Breathing Easier® About Life Every Day

Ted Jenkin standing next to a building
Tyler Huck et al. posing for the camera
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Alice Mathias et al. sitting at a table
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a man sitting at a desk
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