Overview

I have 15 years of experience in this amazing business and have held positions in front line leadership as well as running my own book. I am a believer in holistic planning which includes money/investment management, risk management and financial planning. I am well positioned for the new DOL changes and have the ability to build a true succession plan for a senior advisor looking to successfully move into retirement and ensure that the promises that have been made to his/her clients are kept. I have a full new business processing team, marketing team and compliance and service is a key focus for my firm.

If you are a senior advisor looking to partner with a younger advisor to ensure your transition into retirement is done in the best way possible please feel free to reach out. Or if you simply want to sell your practice now I can facilitate that as well.

Last Activity
6 months or more

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