Practice Areas
Education
- Superior Court Reporting School, 1994
Community Affiliations
- Samaritan’s Purse, Community Relations Team, 2016-present
Another Departing Advisor Tries to Steal Clients, This Time to the Tune of a $765k Penalty
Client relationships are often the most valuable asset a business owns. In industries like financial services, those relationships are built over time through trust, data, and personalized service. We recently shared the story of a former JPMorgan Chase advisor who...