Overview

I have an independent financial planning practice with LPL Financial. I'm 39 with 17 years of experience as a financial advisor and I am also a CFP. I primarily utilize either third-party asset management/centralized platforms to manage money on behalf of my clients on a fee-for-service basis. I hope to gain visibility with respect to practices available for sale or merger within my community. I recently completed a successful acquisition and foresee practice acquisition as a future growth strategy for my firm.


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