Grow With Us

“Rita has consistently helped us identify critical issues. She is an effective advocate for the independent adviser and for empowering women advisers and investors alike.”

“Rita is able to observe situations and respond in a succinct and precise manner regardless of situation. She hits the nail on the head every time!! If we need anything fixed, she’s there for us.”

“My job as an advisor is to help my clients. Rita takes care of me in terms of compliance, navigating the broker dealer system and any other issue that would distract me from taking care of my clients.”

“I feel like I have a Tier 1 connection—I’m paid attention to, and that’s important. Rita will move mountains to get things done for you.”

“It has been such a pleasure to work with Rita! My transition back into the business was seamless and easy thanks to Rita and her efficient team.”

“We have more than a business relationship. At 5 PM, the phone doesn’t go off. Rita is there for us. And totally smart, too.”

“Rita has been supportive and one of my biggest advocates along my professional journey. Rita and her team go above and beyond for her advisors. I consider her a part of my team.”