I have been privileged to work with Dan Arnold, Mark Casady, and David Blundin through some very productive partnerships. I am proud of my contributions, but I must admit that I am the debtor, having learned so much from these great professionals. I have benefited particularly as an investor with Vestigo Ventures and in LPLA (LPL Financial). Keep up the good work, guys, and thanks for having me along for the ride!

“From our experience, the process of thinking about how your company values will impact your culture, whether that culture will drive long-term success, and being explicit about what your values and culture are is critical. But talk is cheap without action; your values must live and breathe in the organization. While they may not change very often, they need to be consistently audited by the founder and leadership team to be sure they are being lived in the way they were intended.”

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