Started interning here a while back. It is a great company to learn the business from. The lessons and habits I learned there will certainly follow me throughout my career. Learning from Raymond Gin, Helmut Garcia, and Lance Pearce was something that really made me appreciate the knowledge you need to help others and also be successful. Their knowledge of the pensions and retirement planning was quite impressive. Anyone lucky enough to start here and learn what it takes to be a great advisor should embrace the opportunity.
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