Overview

As an owner of a boutique RIA firm and a CFP®, I enjoy networking with other financial professionals in the industry. I am seeking to have conversations about adding young advisors to my practice and acquisition or continuity opportunities with advisors in need of a succession plan. I have business offices in Irving, Texas and am looking to add a new office in the Central Coast, California region. I have 19 years industry experience, and am a CFP® practitioner. My business is relationship focused with families who need a trusted advisor to provide comprehensive planning and investing through a service model centered on relationship, education and values.

Over my career I have worked for AG Edwards and Sons and LPL Financial. Currently we custody RIA assets through TD Ameritrade and have a broker-dealer arrangement with Mutual Securities.

If you are in the Dallas-Ft. Worth or Central Coast California market and interested in networking or discussing potential opportunities, I would welcome the opportunity to have a conversation with you.

Market
Advisor/RIA
Last Activity
within 6 months

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