As an entrepreneur, business owner, and father of four, our founder and CEO Kristofer Gray is truly passionate about helping families, and family businesses, to thrive. Building a successful business often takes years of dedication, hard work, and discipline. What happens when you’re ready to move on? How do you ensure your legacy continues when
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Category Archives: Event
Four times each year our team comes together from across the country to share, build, envision, and collaborate at our Quarterly Advisor Summit and Investment Council Meeting. This April our meeting took place at the beautiful Pepperdine campus in Malibu. The Summit takes place over several days where our advisors, operations, and management teams unite
It was exciting to simply take part in the TD Ameritrade 5k run for charity, little did we know our team would be walking away with $2,500 to donate to Mission of Hope, Haiti! At the end of the TD Ameritrade conference in San Diego three of our team, Deann Cross, Sarah Archer, and Chris