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Financial Advisor   

$12MM AUM | $84,000 GDC in Scottsdale, AZ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Scottsdale, AZ, US
12 Month Gross Revenue
$84,000
Number of Accounts
53
Avg Client Age
60

Overview

My firm is an Independent RIA with a priority on comprehensive financial planning as the driver of investment decisions. We manage client accounts at TD Ameritrade Institutional and our investment strategies are almost entirely Dimensional Fund Advisors (DFA) offerings.

I launched this firm in early 2016 at 32 years old in order to provide full conviction and enthusiasm around the investment management and financial planning value we provide to clients. I'd like to use Succession Link to meet advisors who are interested in passing their client relationships to a like-minded advisor who can serve clients and their families for the next several decades.

 
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