$40MM AUM | $280,000 GDC in Bend, OR
Member is Interested In:
30 years doing financial planning based totally on referrals. Wonderful clients who have been with me from the start and have given me their parents and children to help. Business is growing faster than I can keep up and I need licensed broker who is of my mindset to help out and take over some of the clients and still work hard to build their own business.