Not Just Another FMO
Our legacy originated with our founder, Rick Metcalfe, the first to seize the opportunity to help independent advisors out-perform their own expectations.
A pioneer in the industry, Rick invited his trusted advisors to learn firsthand at his seminars. Today, that legacy is carried on and continuously growing with our CEO, Jennifer Schendel.
With over 20 years of experience, Asset was built with a foundation of trust and care. Rick brought advisors in to nurture their success and learn from each other's business challenges and triumphs. Together, our culture of sharing is brought to you, the advisor.
Our Core Values
These values serve as our cultural cornerstones and guide us daily in our actions, decision-making process, and interactions with our employees and clients.
Heart of A Servant
We lead with humility and a genuine desire to serve others. We listen, support, and put the needs of our advisors, teammates, and partners first. We believe that true leadership comes from a willingness to help others succeed, and we approach every interaction with kindness and generosity.
Pursuing Excellence
We are committed to continuous improvement and delivering our best in everything we do. We seek knowledge, embrace challenges, and push ourselves to grow.
Positivity & Enthusiasm
We approach each day with energy, optimism, and a can-do mindset. We believe that positivity is contagious and fuels a culture of encouragement, creativity, and success. Challenges are opportunities, and we celebrate progress along the way.
Trust through Accountability
We take full ownership of our responsibilities, decisions, and commitments. We follow through on our promises and hold ourselves to the highest standards. If we make a mistake, we acknowledge it, learn from it, and make it right. Trust is built through accountability, and we earn that trust every day.
Together We Achieve More
We believe that the best results come from working together. We are open, honest, and engaged in our teamwork, always willing to give and receive feedback. We support and uplift one another, knowing that success is a shared effort. We stay coachable, adaptable, and committed to helping the team win.
Do the Right Thing
Integrity is at the core of everything we do. We choose honesty over convenience, fairness over shortcuts, and principles over profit. Whether working with advisors, partners, or each other, we act with ethics and honor. Doing the right thing isn't always easy, but it's always worth it.
How Asset Brings Value
For over two decades, the Asset team has been a source of safety in an everchanging market. With a culture rooted in sharing, collaboration, and teamwork—the foundation of our success is through the relationships we have cultivated, the businesses we have grown, and the retirements we have helped flourish.
As our world continues to change and adapt, so will we. With new and unique marketing services, business strategies and product options, the Asset team can take you into the future— while still staying true to our goal to protect and preserve the relationships we've built.
Financial Advisor
What Makes Asset Different?
We take a personalized approach to building your business, ensuring strategies as unique as you are.
Our culture is built on sharing, collaboration, and a strong community of advisors.
You won't get lost in the shuffle; we prioritize personal connections and support.
Are We A Good Fit?
Before we can begin helping your business production reach new heights, we want to make sure that we are the right FMO for you and your needs as a financial advisor. Contact us today, and let's talk.