Overview

I am looking to expand my independent financial planning practice in the state of Montana and Wyoming. I am licensed in seven states with the majority of my clients residing in Montana and Wyoming. I represent two 401k plans - 25 million in assets and another approximate 35 million in individual accounts.
My practice represents primarily baby boomers that are recently retired or on the cusp of retirement. Two additional segments include multi-generational families and lgbt. I specialize in financial plans, estate planning and lifetime income solutions.

Last Activity
6 months or more

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