Overview

I am a local adviser interested in opportunities for buying practices in the Oklahoma City/Edmond area. I am a financial adviser with 14 years of experience and a thriving practice providing investment advisory services to business owners and large group retirement plans. I am looking to expand, and would prefer to buy a fee-heavy practice or a practice advising active 401k/403b plans. I have extensive experience in the medium and large group retirement plan space. I love doing a great job for my clients and being intentional about providing information and service above and beyond the expected. The employers I serve love my willingness to provide information and education to their employees and to work with their HR departments to make their retirement plans the best they can be.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
Dec. 6, 2016

Business Data

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Clearing Firm / Custodian

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