Kimberly Papedis Recommends Christopher W. Rowlett
“I had the pleasure of meeting Chris and John while running sales and strategy for a large national RIA platform. As part of my role, I was tasked with finding a trusted legal team that could work with our teams and understood the complexities of the independent wealth management space. After much due diligence, John and Chris proved to be a great fit – standing well above others we interviewed.
A few years later, my husband and current business partner launched a national consulting firm serving the independent space. It was important that we not only retain a law firm who would protect us, but also one who understood the nuances of the independent wealth management place thoroughly. Our previous experience with Chris and John, coupled with our new complex landscape of being business owners, had us immediately retaining them as our outsourced general counsel – where they continue to serve today. We do not make an important business decision before consulting with them.
Whether dealing with employee issues, launching a new firm or just wanting competent counsel who is immediately responsive to your needs, I can highly recommend Chris and John to mitigate and navigate all of the above!”
Kimberly Papedis
President
Fusion Financial Partners
