Financial Adivsor IQ: "What Advisors Mean When They Talk About Culture"


Before we merged with EP Wealth Advisors, our team thought about how the values and our culture at Donnelly Wealth Advisors would align, and how happy we were to find EP Wealth Advisors.

Thomas Coyle of Financial Advisor IQ interviewed me in his article, “What M&A Partners Talk About When They Talk About ‘Culture’” where I had the opportunity to share my insights on evaluating culture as we underwent a merger. If you’re interested in the inner-workings of a succession plan, I suggest you check it out!

If you want to hear more about the change, feel free to contact me today!


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