Overview

I am a solo practitioner at a Guardian firm. I have one full time assistant who handles all administrative tasks. I manage my clients personal insurance, investments, health insurance and retirement plans.

I am interested in being a successor or purchasing an existing investment book of business. I have a strong work ethic I have kept since I was in the military. I am interested in speaking with people interested in having a young, motivated, entrepreneurial person become their successor.


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

Business Data

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