Overview

I have been involved in the industry for 25 plus years. I have been involved in both the risk management side of the business, as well as, the asset management side. My practice is primarily fee based with financial planning and insurance where appropriate for the client. We also have a partner in Sheridan, Wy . We have recently added partnerships to offer Property and Casualty and Mortgage services that are proving to be very beneficial for the firm and clients. I would be interested in creating relationships that may lead to a purchase of a practice, succession or continuity. If you are looking to possibly join a firm or create a partnership we might be a great fit.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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