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Financial Advisor   

$3MM AUM | $50,000 GDC in New Albany, IN

Member Level
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee


New Albany, IN, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


I have been in the business since 2008 and recently decided to open my own firm. I love working with my clients to create an all encompassing plan, from savings, to insurance to investments to help them meet their goals. With all of the new regulations I am looking to find an advisor who has served their clients well and has great relationships with them, but is not interested in making the changes to compete in the current environment and would like to transition their clients to someone who they can trust.

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