$90MM AUM | $640,000 GDC in Houston, TX
Member is Interested In:
I am 40 years old and have been in the business for 18 years. I manage approximately $100,000,000 mostly in fee/managed accounts. I enjoy managing money primarily and build and design all my clients portfolios myself. I have a CFP on staff to help with planning issues and to balance out my practice. I work hard, have access to capital and have experience in acquiring practices.