$65MM AUM | $525,000 GDC in Overland Park, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Overland Park, KS, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$525,000.00
# of Accounts
400
Avg Client Age
47
Overview

I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance in building and preserving wealth for my clients.

I am set up well to scale and have capacity to grow.

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