Bill talks tax tips with Thomas Knight and has a conversation with Kayla Farmer, Sowell’s Black Diamond specialist.
Bill talks over our new relationship with Affinity Investment Advisors’ Greg Lai and Alex Hsiao.
Bill looks back at the high points of 2019.
Bill talks tech with Maria Krueger, and practice planning opportunities with Thomas Knight.
Bill introduces a few new Sowell Management team members.
Bill talks wit Morgan Sizer about the 2019 Citywire Conference, and our recognition as one of Citywire’s Future 50 firms.