Overview

My business is built on independence, objective planning, and excellent ongoing client service. I mainly focus on fee-based financial planning helping clients reach their goals. Because I have a wealth of experience and will continue my practice well into the future, I am looking to grow my business. I am hoping to find an advisor with a similar appreciation for their client base who is looking to transition their book of business to a like-minded and hard working advisor.

Last Activity
2 weeks

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