5 /5 David Gallimore: My wife, Margaret, our family, and I have been living through the ups and downs of pivoting an existing services business during COVID. I finally "kicked the corporate crazy to the curb" in January 2022 and committed to being a full time Regenerative Life, Leadership, and Business Coach.
Through it all, Sam and his incredibly empathetic and professional team of Vickey and Laura have been our trusted advisors, investment sensei, and Fractional Family CFO!
Working together over the years, weve built very trusting relationships and a resilient wealth portfolio and financial management foundation which has freed me up to double-down on my business and navigate through all the inevitable startup and growth twists and turns!
I could not be doing what Im doing as a business owner without Sam and his team at Edward Jones.
As a result of our financial success and, just as importantly, HOW we have been increasing our sense of security and wealth during these incredibly uncertain times - a very holistic approach - Sam and his team have earned the trusted advisor role with our entire clan (a total of seven families)!
For those business owners leading medium to small businesses who are focused on growing their companies and looking for a smart, strategic, no-nonsense, and empathetic trusted advisor, I recommend Sam and his team without reservation!!