“Wilbanks Partners brought strong knowledge of the operating issues for our investment business and helped us navigate our organizational structure, defining the job and then recruiting a great business leader to head our registered investment advisor. They were quick to read and understand our culture, and their sense of urgency matched ours and led to an amazingly quick solution without ever having the sense that we were missing a step or cutting corners. We had a great partnership.”

Kai Stinchcombe
Co-Founder & CEO
True Link Financial