Overview

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.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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