$13MM AUM | $150,000 GDC in Birmingham, AL
Member is Interested In:
I have been in the industry for almost 12 years and in addition to working with my own clients, I have been in a management and development role for the past 9 years. I have found myself working with more and more young professionals and self employed clients in investment and retirement planning, college planning & income protection/replacement strategies. I am interested in growing my practice through an acquisition or succession plan with an existing practice.