Overview

A very experienced advisor with his own beautiful office in Blue Ash. I have worked diligently to build a business that consists of families and business professionals who want a high touch level of service, consistent returns, and a face to face relationship. I am looking to find, meet, and assist other owners of financial practices with their exit strategies whether it be an outright acquisition or establishing a succession plan for the future. I would like to work with practices of $10-40 million in AUM. By working with these size practices. it allows me to deliver that high level of service, that your clients expect, and some larger firms may be unable to deliver.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

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