$24MM AUM | $180,000 GDC in
My team and I have just moved to the RIA realm. We are a team composed of a ChFC, two PhDs and an administrative assistant. I have been in the industry since 2008 and we are in our late 30s so we have a long career ahead of us. We are looking to work with advisor at the end of their career that we could potential be a succession candidate for. We believe that the client comes first and that sound financial decisions should be based upon financial planning. We love to work with retirees and professionals.