Overview

Owner of Leading Edge Financial Planning, LLC which is an independent RIA registered with the State of Kansas. Financial Planner/ Adviser since 2010 in Wichita, KS. Securities are 100% fee- based and is insurance licensed. Firm of 5 advisors currently and looking to add new books of business whether providing reliable succession for advisors ready to retire or help another practice find efficiencies in operations.

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Seeking advisers and planners looking to retire and transition their book of business to a trustworthy partner, committed to serving their clients well and securing an impactful legacy. Email me at ___ if you would like to share lunch, coffee or just meet to discuss more about your practice, how we operate and take it one step at a time.

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Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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