Greetings to my BOTL:
I've been on the board a few months now, but just noticed this thread.
I own a Registered Investment Advisory firm which I founded just over one year ago, after spending 25 years doing the work for other large corporations. It's been a great journey so far, as we got off to a good start. We still have much work to do until I get to the point where I feel that we really accomplished something very good and I can take a half day off!
Most of the credit goes to my great wife of 24 years; without her support this venture never would have taken place. The rest of the credit, and thanks, goes to the many clients that have followed me over the years.
I'm lucky, humbled, and grateful.
I've been on the board a few months now, but just noticed this thread.
I own a Registered Investment Advisory firm which I founded just over one year ago, after spending 25 years doing the work for other large corporations. It's been a great journey so far, as we got off to a good start. We still have much work to do until I get to the point where I feel that we really accomplished something very good and I can take a half day off!
Most of the credit goes to my great wife of 24 years; without her support this venture never would have taken place. The rest of the credit, and thanks, goes to the many clients that have followed me over the years.
I'm lucky, humbled, and grateful.