$200MM AUM | $850,000 GDC in Lexington, KY
Member is Interested In:
I have a high net worth practice that is focused around business owners and executives of my corporate retirement plan consulting clients. Most all of my business is fee based and comprehensive financial planning is a cornerstone of what we do for our clients. We act as our business owner/executive clients "Personal CFO" while helping their employees achieve "retirement readiness" and reducing plan sponsor liability.