What interested you in joining WE?
From the beginning, it was all about the people that I met. Initially, it was just Bobby Yazdani, our Executive Chairman, and WealthEngine’s founder Tony Glowacki. Both are very passionate about the business and have styles and philosophies that are consistent to mine. In addition, they are both committed to our customers and to our employees.
In time I met with Dawn Orr, Mike Lees, John Funge and others and I began to recognize the exceptional talent that Tony was able to attract to WealthEngine. Working with this strong leadership group and with the entire WealthEngine team has been very inspiring.Read more