Posts you may be interested in

 
Meet Renaud. This is his WHY.
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning

After spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.

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Meet the Wexlers. This is their WHY.
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning

Ken Wexler and his daughter Lisa are the second and third generation owners of Elaine Construction Company, founded by Ken’s parents in 1947. Wealth to them means having the opportunity to continue their family’s legacy for generations to come.

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Meet Bob. This is his WHY.
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning

Bob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.

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