$75MM AUM | $425,000 GDC in Grants Pass, OR

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Grants Pass, OR, US
Fee 0% Commission 100%
Gross Revenue
$425,000.00
# of Accounts
275
Avg Client Age
67
Overview

In 2017 my practice has grown by nearly 50% organically. I am looking to continue to grow and expand my practice which includes myself and two staff members. I also have professional alliances with two CPAs. My base of operations is Southern Oregon but I travel to many parts of the state as well as other states to service my clients. I currently have offices in Grants Pass, Medford & Salem. I seek to bring confidence and financial peace of mind to my clients. I have extensive knowledge and experience in the 401(k) marketplace and make this a major focus of my practice. This includes consulting, broker of record, or fee for advice solutions. I have also integrated a Workplace Financial Wellness platform to assist employers in meeting the needs of their employees while providing access to solid financial advice and principles. I use technology to help make the client experience even richer. This includes online webinars, client meetings, twice monthly emails, and social media.

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