53 years helping people create and conserve wealth.
What am I doing – describe your current role and objectives:
Probity has 12 employees, 8 of whom are SMU graduates, either graduate or undergraduate. Two are CFAs and two CFPs. I bring new business into the firm and periodically pontificate about the best ways to care for our clients.
Connections trying to make:
The person who dies with the most friends wins.
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