Overview

Part of a senior team at national wirehouse. Each member has 16 years of industry experience. One partner is a CFP and the other holds several other designations. Team focuses on financial planning and has a business mix of roughly 75% fee based, 25% insurance, (inclusive of LTC, VUL, UL, Annuity). Both partners are in early 40's/late 30's and will be in this business for years to come. We hope to help other advisor(s) successfully move on to the next phase of their lives while having confidence they are leaving their valued client relationships in competent hands that will continue to look our for their best interests.


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

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