10/02/2026
🎉Two years ago, Steve Ries and John Conners made a decision that changed the shape of their careers: They became independent advisors to build something of their own.
Not differing from the past, Steve and John are doing the work they have always done -- listening to clients, giving advice, managing portfolios, and staying close to the details clients count on through regular contact.
Steve and John didn't make the move lightly. They interviewed with multiple firms and weighed several custodial platforms before choosing to join SGI Wealth Management, with custody provided by LPL Financial, a nationally recognized firm.
"SGI Wealth gave us the opportunity to be independent without having to build every part of the business alone. We gain the infrastructure, compliance support, and operating framework of an established independent practice, while maintaining the freedom to build our own business and serve clients the way we felt was best."
"We are proud that we took the chance on ourselves to have a practice centered on the people we serve. We now have the flexibility to make decisions, improve our services, and invest in our business with our clients' needs at the center. It has been incredibly rewarding to see the practice grow, welcome additional support to our team and strengthen relationships with the families who place their trust in us."
đź“ŤIf you're someone who worked with Steve and John before and have wondered what they've built since, or whether now might be the right time to reconnect, they'd genuinely welcome the conversation.
