We are joined by Rebecca Davis of Greenspring Advisors and Joe Klein from The Bahnsen Group for Episode 65.  Rebecca is the Director of Operations at Greenspring, headquartered in Townson, MD with additional offices in New Jersey and Pennsylvania.  The firm has 41 team members and manages approximately $6.8 billion.  Joe has the dual role of Chief Operating Officer and Executive Director of the firm’s Family Office offering.  The Bahnsen Group is headquartered in Newport Beach, CA with offices in 6 other states.  The firm manages about $5.5 billion of client assets and employs 60 team members.  Matt, Rebecca, and Joe discuss what makes their firms unique from a cultural standpoint, as well as: