"I know what my values are. When I saw—in a corporate form—some very consistent values, I thought that was really attractive."
“Schwab has all the resources and structure and infrastructure to help me accomplish everything I’m trying to do.”
“Schwab is a very powerful name in the industry. People are drawn to the name, they already recognize the type of service and quality that they’re going to receive.”
“Every Independent Branch Leader sees things through clients’ eyes and we try to be exceptional advocates—inside Schwab and also in the community.”
“The business model is perfect. It allows me to work with individuals, but also allows me the autonomy to run a business and be an entrepreneur.”