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After guides say no to RIA adventurers' proposal to scale Mount Shasta, ankles snapped, teams faded and only a few saw the summit

The experts said it couldn't -- shouldn't -- be done but 17 advisors and execs from 10 states displayed true RIA mettle on the harrowing climb

Author Guest Columnist Skip Schweiss June 13, 2016 at 5:26 PM
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Skip Schweiss: We contacted each of the three guide services on Mount Shasta, inquiring about guiding our group up the mountain in that time frame. Two of them told us we were crazy.

Skip Schweiss

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Steve Sanduski

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Alex Potts

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Bill Van Law

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Zohar Swaine

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Jason Roberts

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Scott Hanson

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Scott MacKillop

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Chris Riggio

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Clark Barber

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Lori Kahn

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Jon Olver

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Aaron VanReenen

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Dan Tobia

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Dave Umstead

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Rob Umstead



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Mentioned in this article:

Raymond James Financial Inc.
Asset Custodian
Top Executive: Bill Van Law

Pension Resource Institute, LLC
Compliance Expert
Top Executive: Jason C. Roberts

Fiduciary Law Center
Legal Services for RIAs
Top Executive: Jason C. Roberts

Allworth Financial
Mergers and Acquisition Firm, RIA Serving Other RIAs, Advisory Firm
Top Executive: Scott Hanson and Pat McClain

Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts



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