Overview

I am an experienced advisor (30 years) with capacity to acquire a practice in the Roanoke, Virginia area. I have offices in Indianapolis, Indiana and Roanoke, Virginia. I envision maintaining my relationship with my current broker dealer, Geneos Wealth Management. At age 55, and being an Amazon #1 Best Selling Author and speaker to advisors throughout the country, I offer a unique opportunity to perpetuate the right type of practice in the Roanoke, Virginia area.


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