Overview

I help busy individuals and small businesses create wealth, use it, protect it and eventually transfer it on to their heirs. I have been in the industry for 25 years. I hold several professional designations including the CFP and ChFC. I am in my 40's and feel like I am half way through my career and in a great position to provide a retirement solution to a financial advisor who is ready to begin a transition. I also feel that I am in a good position to mentor the next generation of advisors. I have always considered myself a student of the industry. My grandfather was in this business and went through 5 broker dealers (with the same office) between the 1970's-1990's. I am a the sole owner of the practice with 3.5 staff members and a new hired additional producer (separate production) who is looking to continue building our Team. We have spent time creating capacity in our practice over the past several years and focused on keeping a modern and relevant client experience through the use of technology. I feel confident about being ready for the new regulatory standards and have maintained a steady positive inflow of new money while going through this process. I would love to begin a conversation on how you envision your career transitioning in your future.

Market
Advisor/RIA
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...