Upon graduating college in 1991, Mark Christenson began his career working with his uncle, Kerry Scherer, who started his practice at Merrill Lynch in 1979. Together they grew a tremendously successful practice that primarily focused on providing investment advice and portfolio management for their clients, something they were very passionate about.

Similarly, Richard Dawkins began his career in 1993, growing his practice into a prosperous and fulfilling business. While Richard and his team provided investment advice and portfolio management for his clients as well, he spent most of his time focusing on a much deeper dive into providing Estate, Business, and Asset protection planning.

Mark, Kerry and Richard met in 2000, when their firms merged, and they began collaborating to determine whether there was synergy to be found in working together. Recognizing that the value in pooling their resources would allow each
 of them to do what they do best and after performing much due diligence, they formally came together as a team in 2004.

Having delineated roles and responsibilities created the synergism and economies of scale they were seeking, which permitted them to serve their clients together in collaborative opportunities much more effectively than they could separately.

Throughout the many years and experiences as a team, including Kerry’s retirement in 2007, Richard and Mark have continued to refine the team’s comprehensive wealth services model, in order to provide the best solutions for all the various client needs.