I work closely with families and businesses in a predominantly fee-based practice. I am looking for an opportunity to expand and grow my practice through acquisitions, whether an advisor is retiring or looking for someone to transition the practice to a fee-based approach. For families and professionals, I engage them with financial planning, retirement/income planning and portfolio management as a portfolio manager. For businesses, I partner as the advisor and consultant for corporate retirement plans, executive services and executive compensation. In some cases, I work with business owners as part of the planning process to develop appropriate succession plans.