Our deal with Sammons Financial Group has officially closed, marking an exciting new chapter for both teams.

From day one, this partnership has been rooted in shared values, a strategic vision, and a deep commitment to elevating the client experience and setting financial advisors up for success. We are excited to take our growth strategy to the next level.

A huge thank you to everyone involved in bringing this across the finish line. Your hard work and dedication made this possible.

Here’s to what’s next.