$55MM AUM | $330,000 GDC in Chattanooga, TN
Member is Interested In:
I'm a CFP who works diligently on my clients' behalf. I help clients identify potential weak points in their financial plans and we work together to create strategies to reach their goals. I specialize in working with the financial needs of women, divorcees, and small business owners.
I am a third generation advisor, so have an older clientele and hope to grow my business through a number of channels, with one of them being acquisitions of mainly fee-based practices.