Overview

Experienced estate planning and asset protection attorney (licensed in AR, TX & TN) that has started an RIA and added wealth management services to help clients better protect and grow their wealth. 14 years of financial and legal experience. Looking for firms/advisers wanting to sell a practice and have similar investment philosophies. Ideal goal is to create a family office environment for successful families and business owners and provide comprehensive financial, legal and tax planning services. Will sit for the CFP exam Nov '22. Insurance-licensed also.

Market
RIA
Member Level
Premier
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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