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

Member Level
Last Activity
this week
Listing Type
Buyer | Merge | Succession | Continuity
Grants Pass, OR, US
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions


CRM Systems

Blurred Blurred Blurred Blurred