We believe in a smart growth strategy, which allows us to build our team in a manner that aligns with the anticipated needs of the firm, prevents reaching capacity and protects the well-being of our employees.

In line with this strategy, our COO Emily Raymond pointed Gregg Greenberg toward our 2025 expansion plans, where we’re looking to create a business development role and a “hybrid” position that supports our client service associates, associate wealth advisors and planning team.

“You can’t have one without the other to produce quality, efficient, top-notch service to our clients,” Emily noted.

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