In this episode, we sit down with Agatha Johnson and Somer Schimke of WillKate Wealth Management to explore her journey from the banking and CPA worlds to founding a firm dedicated to family legacy and wealth stewardship. Agatha shares how personal experiences shaped her calling, why outsourcing investment operations was critical for scale, and how collaboration with Revisor allowed her team to focus on clients first. This conversation is both a story of transformation and a practical roadmap for advisors seeking growth without sacrificing purpose.