Overview

My goal is a comprehensive fee based planning relationship with all my clients. I have acquired groups of clients in the past with a very high client retention rate. I am part of a three advisor team with 2 support staff. We have over 75 years of total combined experience. (My succession link profile lists only my individual clients / assets). Our current office also has room to add up to three people, if we find the right advisor opportunity. I am a Certified Financial Planner, Certified in Long Term Care, and Certified Kingdom Advisor. I am looking to grow by buying an existing practice or a smaller segment of your clients. My current B/D has an excellent program to help you transition your business, work collaboratively with us and move to retirement at your own pace with whatever financial terms work for you. I am actively looking for a practice in Appleton, Green Bay, or Milwaukee areas. My existing support staff makes it very easy to split my time with two office locations, so I am confident we can find a way to work together.

Last Activity
6 months or more

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