Overview

I am also a CPA & CFP and bring that knowledge to my clients. I have a better than 95% retention rate for clients of 6 acquired firms. I have a unique firm composition in that I am the only producer / advisor with a staff of 5 to support my clients. Besides myself, there is one other licensed professional. Location is not an issue as I travel frequently to other places in and out of Florida where I have a concentration of clients.

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