Jul 25, 2022
Regardless of where he is, who he’s speaking to, or what they’re talking about, Bridger Parsons prides himself on being consistent. In his words, consistency of character is the hallmark of a great advisor.
One of Bridger’s core values is connecting with clients before diving into the nuances of their portfolios....
Jul 11, 2022
David and Nancy Bailin lead their team of advisors with clear values: servant leadership, personalized care, and integrity. Those core values have led Personal Wealth Strategies through a global pandemic, an acquisition during remote work, and a slew of clients who lean on the team at Personal Wealth during times...