What I've Learned in 2019 by Vivian Rupe
“A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust.” The reason I feel honored to be a part of this team, is that I have witnessed the many ways we put our clients first. We listen, we research, we plan, and we help our clients succeed.