Kyle and Jennifer were just a couple of kids back in November 1995.
Kyle was an estate planning attorney and Jennifer was the marketing officer for a bank holding company. Together, they introduced trust services to banks in three metro markets. They wrote the policies and procedures manuals, trained staff and launched the marketing. In just nine months they brought in millions of dollars in new assets under management.
Then one day Kyle and Jennifer looked at each other and asked the big question: What if we did this on our own? What if we took what we have learned here and used it to help other attorneys?
Our story is about the power of dreaming bigger…and having the courage to ask What If?