$350MM AUM | $500,000 GDC in
I provide comprehensive financial planning for a wide variety of clients, taking in to account clients assets and long term financial goals as a whole. The clients needs are then met through the use of a multitude of products including investments, insurance and annuities. I am looking to continue to grow my practice and I am interested in purchasing advisory practices, as well as possible partnerships and other business opportunities. I want to further grow and diversify my current practice through this site.