$20MM AUM | $200,000 GDC in Gilbert, AZ
Member is Interested In:
I run a boutique advisory practice. My desire is to provide first-class service to a small group of high net-worth households. My practice is nearly 100% fee based. As a Christian, I view my role as an opportunity to serve the needs of my clients with the highest level of integrity. I'm looking at the potential of purchasing or merging a similar book of business.