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Schwab Podcast Featuring Lori Van Dusen, CIMA, and Joe Zappia, CIMA

Lori Van Dusen, CIMA, Founder and CEO of LVW Advisors, and Joe Zappia, CIMA, CCO/Co-CIO were featured on Schwab’s “How I Became an Independent RIA” podcast series in the episode titled, “Stronger Together.”

 

On the podcast episode, Joe shared his story of leaving a large wirehouse based in New York City to partner with with Lori’s established RIA firm, LVW Advisors. Both Joe and Lori have built their businesses on the mission of always putting the client first and continue to lead LVW Advisors with this same mission.
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