$230M Firm Aligns with Kestra With Eye Toward Personalized Service
Financial advisors Mary Margaret Kastelberg and Troy Flinn decided to affiliate with Kestra Financial because they didn’t want “a broker-dealer for the masses,” Flinn says. Kestra’s technology, customizable business consulting and home-office communication attracted Alpha Wealth Advisors, according to the 27-year-veteran advisor. Flinn praises Kestra for not taking a one-size-fits-all approach to service. “We can pick up the phone and call the key people,” Flinn says.
Financial Planning, August 21, 2019