300+

Combined Years of
Experience

$1.5B

Assets Under
Advisement

20+

Advanced
Designations

99.8%

Client
Retention

*As of December, 31 2019

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
a group of people posing for the camera
a group of people sitting at a table using a laptop
Alice Mathias et al. sitting at a table
a living room filled with furniture and a flat screen tv
a man holding a wine glass
a man sitting at a desk
Susan Hendricks, Ted Jenkin sitting posing for the camera

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