Overview

I'm a relationship focused Certified Financial Planner(TM) Professional with 18 years of experience in financial and insurance markets looking to grow my practice through acquisition. If you are looking to transition out of asset management, have a book of $5MM or more and want to be sure your clients will be well taken care of, contact me and we can start a dialogue.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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CRM Systems

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Resources
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