Overview

I am a Certified Financial Planner with nearly 9 years in the industry. 95% of my revenue is fee-based. We use mutual funds and ETFs in the construction of our portfolios. For financial planning, I use a comprehensive Excel document that I have used for years. For retirement planning, I use Money Guide Pro. For tax planning, I use Holistiplan. I am a part of a three advisor team in northeast Wichita and would be interested in a succession plan for the right advisor who wants to see long-term clients cared for through detailed planning and investment management.

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6 months or more

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