As I shared previously, I was a Mentor for HD Vest for 12 years. Here I am pictured with my first two proteges, Bill Serritslev of Solvang, California and Karen Freeman of Mansfield, Texas. Both of these proteges excelled during the mentor program and went on to become premium advisors with HD Vest. They continue to enjoy great success.
This picture was taken during the recent annual HD Vest conference, CONNECT2017, in Las Vegas. It is always good to connect with other advisors from around the country and learn best practices from each other. This conference is held in a different location each year. We are excited to host CONNECT2019 in Seattle.