Our founder, Kristy Gusick, got her start in the financial services industry in 1994. At that time, she worked for a regional manager within an independent broker/dealer where she helped recruit and launch new advisors, conduct compliance reviews, transition captive advisors, manage client accounts and support senior sales leaders. She then moved on to launch a successful financial advisory firm from scratch, which she successfully sold to another advisor in 2005. After that, Kristy discovered what she loved most about her work: growing a business and helping others do the same. This realization led her to start helping financial services firms with their marketing and business development in 2007. Along the way, in addition to working with financial advisory firms, Kristy and her team began working with accounting firms. Financial advisors and accounting professionals often work hand in hand with each other to provide high level service to their mutual clients, so working with these two industries was a natural fit. All of our team members have a deep level of experience and knowledge around the specific nuances for both financial advisory firms and accounting firms.