Our Guiding Principles
These values serve as our cultural cornerstones and guide us daily in our actions, decision-making process, and interactions with our employees and clients.
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.
How Asset Brings Value
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.