Overview

I am a CFP® who takes a holistic approach to planning. I am also an Enrolled Agent, and tax return preparation is a part of this approach.

My primary focus, asset-wise, is asset management. I also have my series 6 and 7 licenses, along with the ability to provide annuities where I see fit. Finally, I handle life/disability/LTC/etc. insurance as well.

I am looking to grow my business through acquisition, and I am open to the idea of a merger, if the situation was right and there was a good personality match.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Resources
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