Wes Rowlands

So I kept up that pattern.

I worked literally all throughout grade school, high school and college and eventually got to Wall Street.

And then

then moved on and uh helped build a firm and now i own a firm uh one of three partners and we currently manage uh about almost almost 600 million dollars the markets have been down the last couple weeks so you know it fluctuates but yeah that's roughly the story

Yeah, so I've only done finance professionally for my professional career, so since the age of 18.

And the long and short of it is I was able to get to the stock exchange, get to Wall Street, etc., etc.

And then I had another great blessing.

A mentor reached out to me and said, Hey...

you know, if you come out here to California and help me build my book of business, I'll allow you to build your clientele as well.

And that was all I needed because on Wall Street, I was doing institutional finance and I loved it, but I wasn't 100% infatuated with it.

And the reason I got into finance was because of my story, right?

Like how can I actually impact families?

So the corny phrase, I know it sounds like this, but it's what I actually believe is I want to change my family tree and help others do the same.

When you do that at an institutional level, you're just several standard deviations away from that sort of nucleus.

So the writing was on the wall.

I was like, hey, I got this blessing from the universe again.

Let's take it and run with it.

And it was an amazing journey.

So that gentleman, his name was Dave.

He's absolutely phenomenal.