Overview

Holistic, comprehensive approach to wealth management and financial planning. Nearly 30 years' experience in the industry and multiple credentials including the CFP(R) and MSFS. Seeking to grow the number of clients if they match our profile (business owners/retirees/high income/high net worth individuals). Not seeking group business (although proficient at it) but open to it only as part of serving business owners.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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CRM Systems

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